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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
CAI
851
Capital Advisors Inc
Oklahoma
$350K
TF
852
Tudor Financial
Ohio
$348K
CA
853
Calton & Associates
Florida
$347K
G
854
Gainplan
Michigan
$344K
PAM
855
Palisade Asset Management
Minnesota
$344K
KAS
856
KPP Advisory Services
Kentucky
$344K
MAS
857
Meeder Advisory Services
Ohio
$343K
MPWT
858
MassMutual Private Wealth & Trust
Connecticut
$343K
SFWC
859
Strategic Family Wealth Counselors
New Jersey
$342K
GWS
860
Glassman Wealth Services
Virginia
$341K
BFO
861
Biltmore Family Office
North Carolina
$341K
AFTS
862
American Financial & Tax Strategies
New York
$339K
PCM
863
Passive Capital Management
Maryland
$338K
CFIA
864
Cantor Fitzgerald Investment Advisors
New York
$338K
CFS
865
Commonwealth Financial Services
West Virginia
$337K
CWM
866
Calamos Wealth Management
Illinois
$336K
RT
867
Rockland Trust
Massachusetts
$336K
VT
868
Vise Technologies
New York
$335K
MAM
869
Marquette Asset Management
Minnesota
$333K
MCM
870
Mengis Capital Management
Oregon
$332K
CT
871
Colonial Trust
South Carolina
$330K
SOS
872
Silver Oak Securities
Tennessee
$329K
AWM
873
AllSquare Wealth Management
New York
$329K
ERWM
874
Elk River Wealth Management
Colorado
$328K
GKWIM
875
Gerber Kawasaki Wealth & Investment Management
California
$328K