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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
WCG
726
Weaver Consulting Group
California
$477K
FIG
727
FSA Investment Group
Florida
$477K
RL
728
Rogco LP
Oklahoma
$477K
TC
729
Trilogy Capital
California
$475K
NF
730
Nikulski Financial
Iowa
$474K
TFM
731
TFC Financial Management
Massachusetts
$474K
NWA
732
Navis Wealth Advisors
New York
$473K
ICP
733
Interchange Capital Partners
Pennsylvania
$471K
CCMG
734
Clark Capital Management Group
Pennsylvania
$469K
BF
735
Baring Financial
Washington
$467K
EWA
736
Exencial Wealth Advisors
Oklahoma
$466K
BSB
737
Bangor Savings Bank
Maine
$466K
BONH
738
Bank of New Hampshire
New Hampshire
$465K
1WA
739
180 Wealth Advisors
Washington
$464K
SF
740
Summit Financial
New Jersey
$464K
WPA
741
West Paces Advisors
Georgia
$464K
JWCA
742
J.W. Coons Advisors
Ohio
$464K
HZ
743
Hixon Zuercher
Ohio
$463K
IP
744
Investment Partners
Ohio
$460K
IWS
745
Insight Wealth Strategies
California
$460K
SW
746
Simplicity Wealth
New Jersey
$459K
CPSC
747
Carl P. Sherr & Co
Massachusetts
$456K
BC
748
Barrett & Company
Rhode Island
$455K
WWP
749
Waypoint Wealth Partners
California
$453K
LGWM
750
Litman Gregory Wealth Management
California
$452K