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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
WP
901
Westmount Partners
California
$305K
CWM
902
ClientFirst Wealth Management
Arkansas
$303K
RA
903
RFG Advisory
Alabama
$303K
AF
904
Affiance Financial
Minnesota
$302K
OCM
905
One Capital Management
California
$301K
AIA
906
Arbor Investment Advisors
North Carolina
$301K
CNBOF
907
City National Bank of Florida
Florida
$301K
HWA
908
Heritage Wealth Advisors
Virginia
$300K
PMFA
909
Plante Moran Financial Advisors
Michigan
$300K
PCWA
910
Pacific Capital Wealth Advisors
California
$299K
HH
911
HWG Holdings
Texas
$299K
DAS
912
Dynamic Advisor Solutions
Arizona
$299K
GAG
913
GM Advisory Group
New York
$298K
CWM
914
Castle Wealth Management
Florida
$298K
CAC
915
Certified Advisory Corp
Florida
$297K
S
916
SignatureFD
Georgia
$297K
CIAS
917
Capital Investment Advisory Services
North Carolina
$294K
VIA
918
Victrix Investment Advisors
Florida
$294K
AIFAIM
919
American Institute for Advanced Investment Management
Arizona
$290K
JC
920
JB Capital
Connecticut
$290K
PCFFS
921
Pacific Center for Financial Services
California
$289K
NIM
922
Northeast Investment Management
Massachusetts
$289K
SNBOSCI
923
Security National Bank of Sioux City Iowa
Iowa
$288K
CWM
924
Connecticut Wealth Management
Connecticut
$286K
SWM
925
Silverlake Wealth Management
Vermont
$286K