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iShares Select Dividend ETF
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Overview Fund Activity

1,276 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, 437 increasing their positions, 419 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
-20
Holders Change %
-1.54%
% 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
437
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 %
FNBTCON
51
First National Bank & Trust Co of Newtown
Pennsylvania
$22.9M -$17.8K -134 -0.1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$20.8M -$175K -1,317 -0.8%
Franklin Resources
53
Franklin Resources
California
$20.8M +$964K +7,255 +5%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$20.2M +$16.1K +121 +0.1%
VA
55
Valmark Advisers
Ohio
$20M -$1.11M -8,340 -5%
FTWA
56
Fifth Third Wealth Advisors
Ohio
$19.4M +$41.6K +313 +0.2%
CWM
57
Congress Wealth Management
Massachusetts
$19.1M -$55K -414 -0.3%
William Blair & Company
58
William Blair & Company
Illinois
$18.4M -$2.49M -18,716 -12%
P
59
&Partners
Tennessee
$17.7M +$1.65M +12,387 +10%
Cerity Partners
60
Cerity Partners
New York
$17.6M -$664K -4,999 -4%
HWM
61
HB Wealth Management
Georgia
$17.2M +$9.71M +73,079 +130%
KAS
62
Kestra Advisory Services
Texas
$17M +$2.7M +20,308 +19%
TNBTD
63
Trustmark National Bank Trust Department
Mississippi
$16.7M +$737K +5,552 +5%
CIA
64
Capital Investment Advisors
Georgia
$16.2M -$281K -2,117 -2%
GHA
65
GW Henssler & Associates
Georgia
$16.1M +$627K +4,718 +4%
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$15.7M -$11.2M -84,391 -42%
ASN
67
Advisory Services Network
Georgia
$15.6M +$5.7M +42,170 +58%
Charles Schwab
68
Charles Schwab
California
$15.4M +$2.39M +17,965 +18%
CFB
69
Cullen/Frost Bankers
Texas
$15M -$134K -1,008 -0.9%
SDWIA
70
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$14.8M +$403K +3,036 +3%
AAS
71
Avantax Advisory Services
Texas
$14.7M +$833K +6,269 +6%
IA
72
IFG Advisors
Missouri
$14.7M -$506K -3,808 -3%
AG
73
AlTi Global
New York
$14.7M -$741K -5,400 -5%
NAM
74
NTV Asset Management
West Virginia
$14.5M -$281K -2,115 -2%
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.3M +$14.2M +1,883,298 +13,159%
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