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iShares Select Dividend ETF

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
17.1%
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
Name Holding Trade Value Shares
Change
Shares
Change %
AFO
751
Allie Family Office
Florida
$448K +$49.1K +370 +12%
MKA
752
M. Kulyk & Associates
Georgia
$447K -$186K -1,397 -29%
PWM
753
Provident Wealth Management
Tennessee
$446K -$36K -271 -7%
SCM
754
Sage Capital Management
New Jersey
$445K +$3.72K +28 +0.8%
SAM
755
Secure Asset Management
Michigan
$445K +$1.59K +12 +0.4%
BWM
756
Birchcreek Wealth Management
Ohio
$444K +$398 +3 +0.1%
JSW
757
Journey Strategic Wealth
New Jersey
$442K +$10.4K +78 +2%
AF
758
Alerus Financial
North Dakota
$439K
FMII
759
Farmers & Merchants Investments Inc
Nebraska
$437K
AG
760
Ascent Group
Virginia
$436K +$436K +3,286 New
PCA
761
Purkiss Capital Advisors
Connecticut
$435K +$220K +1,660 +103%
STA
762
Smith Thornton Advisors
Alabama
$435K -$19K -143 -4%
SWP
763
Strategic Wealth Partners
Ohio
$433K +$433K +3,264 New
RDFA
764
Ritter Daniher Financial Advisory
Ohio
$432K
CA
765
Cambridge Advisors
Nebraska
$432K
MG
766
Mather Group
Illinois
$429K +$50.5K +380 +13%
SW
767
SlateStone Wealth
Florida
$426K +$930 +7 +0.2%
PMG
768
ProVise Management Group
Florida
$424K
ACA
769
Aspire Capital Advisors
Washington
$422K
OIA
770
Optimum Investment Advisors
Illinois
$421K -$26.3K -198 -6%
GIM
771
Grassi Investment Management
California
$421K -$21.4K -161 -5%
WOSD
772
WFA of San Diego
California
$420K +$420K +3,161 New
COI
773
Connable Office Inc
Michigan
$418K +$418K +3,150 New
IA
774
Integrity Alliance
Iowa
$417K -$462K -3,478 -53%
NG
775
Northstar Group
New York
$415K