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iShares Select Dividend ETF

1,287 hedge funds and large institutions have $8.96B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 439 increasing their positions, 424 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $9.14B → $8.96B (-$184M)

1% less funds holding

Funds holding: 1,3031,287 (-16)

13% less funds holding in top 10

Funds holding in top 10: 3833 (-5)

Holders
1,287
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$150M
Puts
$12.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GA
701
GFS Advisors
Texas
$531K
LA
702
LexAurum Advisors
Kansas
$528K
PVAMC
703
PPS&V Asset Management Consultants
Michigan
$527K
SIC
704
Samalin Investment Counsel
New York
$524K
CWM
705
Cahaba Wealth Management
Georgia
$523K
MA
706
Mezzasalma Advisors
New Jersey
$521K
PIM
707
Parker Investment Management
California
$511K
BCG
708
Breakwater Capital Group
New Jersey
$511K
CHAM
709
Clear Harbor Asset Management
Connecticut
$511K
TSWM
710
Triangle Securities Wealth Management
North Carolina
$508K
NCM
711
Neumann Capital Management
California
$507K
NB
712
Nicolet Bankshares
Wisconsin
$506K
TCMP
713
Thrive Capital Management (Pennsylvania)
Pennsylvania
$504K
ML
714
Mayport LLC
Massachusetts
$494K
SCM
715
Schnieders Capital Management
California
$492K
AI
716
Atria Investments
North Carolina
$492K
CNB
717
Camden National Bank
Maine
$492K
MAM
718
MMA Asset Management
Pennsylvania
$491K
PWM
719
Pines Wealth Management
North Carolina
$488K
CPSAC
720
Chas P. Smith & Associates (CPS)
Florida
$487K
FIA
721
Foundations Investment Advisors
Arizona
$485K
RTL
722
Red Tortoise LLC
Georgia
$483K
BSA
723
Bull Street Advisors
Georgia
$481K
PA
724
Procyon Advisors
Connecticut
$479K
MLL
725
Moody Lynn & Lieberson
Massachusetts
$478K