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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
ZBNA
751
Zions Bancorporation, National Association
Utah
$450K
FLPIM
752
F.L. Putnam Investment Management
Massachusetts
$450K
PCM
753
Parsons Capital Management
Rhode Island
$450K
CFGW
754
Chancellor Financial Group WB
Pennsylvania
$449K
TCWM
755
Total Clarity Wealth Management
Illinois
$449K
HWA
756
HCR Wealth Advisors
California
$448K
AFO
757
Allie Family Office
Florida
$448K
MKA
758
M. Kulyk & Associates
Georgia
$447K
PWM
759
Provident Wealth Management
Tennessee
$446K
SCM
760
Sage Capital Management
New Jersey
$445K
SAM
761
Secure Asset Management
Michigan
$445K
BWM
762
Birchcreek Wealth Management
Ohio
$444K
JSW
763
Journey Strategic Wealth
New Jersey
$442K
AF
764
Alerus Financial
North Dakota
$439K
FMII
765
Farmers & Merchants Investments Inc
Nebraska
$437K
AG
766
Ascent Group
Virginia
$436K
PCA
767
Purkiss Capital Advisors
Connecticut
$435K
STA
768
Smith Thornton Advisors
Alabama
$435K
SWP
769
Strategic Wealth Partners
Ohio
$433K
RDFA
770
Ritter Daniher Financial Advisory
Ohio
$432K
CA
771
Cambridge Advisors
Nebraska
$432K
MG
772
Mather Group
Illinois
$429K
SW
773
SlateStone Wealth
Florida
$426K
PMG
774
ProVise Management Group
Florida
$424K
ACA
775
Aspire Capital Advisors
Washington
$422K