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iShares Select Dividend ETF
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Overview Fund Activity

1,277 hedge funds and large institutions have $8.94B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 438 increasing their positions, 419 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,277
Holders Change
-19
Holders Change %
-1.47%
% of All Funds
17.11%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
78
Increased
438
Reduced
419
Closed
71
Calls
$150M
Puts
$12.4M
Net Calls
+$137M
Net Calls Change
-$4.23M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$14.2M
3
Wells Fargo
Wells Fargo
California
+$14M
4
LPL Financial
LPL Financial
California
+$11.2M
5
HWM
HB Wealth Management
Georgia
+$9.71M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.5M
2
MHI
Miller Howard Investments
New York
-$38.8M
3
HNB
Huntington National Bank
Ohio
-$37.9M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$24.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
676
SkyOak Wealth
Michigan
$580K – – –
AC
677
Apella Capital
Connecticut
$574K +$321K +2,370 +127%
KWM
678
KFG Wealth Management
Indiana
$570K -$99.6K -750 -15%
FG
679
Fiduciary Group
Georgia
$566K – – –
AMCA
680
Arthur M. Cohen & Associates
Illinois
$564K +$3.19K +24 +0.6%
TA
681
TFB Advisors
Kansas
$562K +$2.79K +21 +0.5%
BAM
682
Bellevue Asset Management
Washington
$560K +$1.59K +12 +0.3%
AB
683
ANB Bank
Colorado
$554K -$8.23K -62 -1%
MFS
684
Madrona Financial Services
Washington
$554K +$31.1K +234 +6%
RCG
685
Regatta Capital Group
California
$550K +$20.5K +154 +4%
CCM
686
Charter Capital Management
Wisconsin
$546K +$546K +4,113 New
JIP
687
Jaffetilchin Investment Partners
Florida
$544K +$4.38K +33 +0.8%
SWM
688
SeaCrest Wealth Management
New York
$544K +$53.3K +401 +11%
HWMG
689
Hurlow Wealth Management Group
Indiana
$542K – – –
BP
690
BBR Partners
New York
$539K +$17.3K +130 +3%
RIA
691
Realta Investment Advisors
Delaware
$538K +$4.12K +31 +0.8%
PCA
692
Peddock Capital Advisors
Massachusetts
$537K +$398 +3 +0.1%
IWM
693
Integris Wealth Management
California
$536K +$37.3K +281 +7%
RWM
694
Rockwood Wealth Management
Pennsylvania
$533K -$31.2K -235 -6%
GA
695
GFS Advisors
Texas
$531K +$7.97K +60 +2%
LA
696
LexAurum Advisors
Kansas
$528K -$2.26K -17 -0.4%
PVAMC
697
PPS&V Asset Management Consultants
Michigan
$527K – – –
SIC
698
Samalin Investment Counsel
New York
$524K -$797 -6 -0.2%
CWM
699
Cahaba Wealth Management
Georgia
$523K -$79.3K -597 -13%
MA
700
Mezzasalma Advisors
New Jersey
$521K -$28.4K -214 -5%
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