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iShares Select Dividend ETF
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Overview Fund Activity

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
17.11%
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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$14.2M
3
Wells Fargo
Wells Fargo
California
+$14M
4
LPL Financial
LPL Financial
California
+$11.2M
5
HWM
HB Wealth Management
Georgia
+$9.71M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.5M
2
MHI
Miller Howard Investments
New York
-$38.8M
3
HNB
Huntington National Bank
Ohio
-$37.9M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$24.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
76
Lido Advisors
California
$14.2M +$2.56M +19,279 +22%
RRA
77
Round Rock Advisors
Connecticut
$13.9M +$244K +1,834 +2%
EH
78
Equitable Holdings
New York
$13.7M +$842K +6,338 +7%
KL
79
KWMG LLC
Kansas
$13.4M +$211K +1,586 +2%
Corient Private Wealth
80
Corient Private Wealth
Florida
$13M -$13.1M -98,711 -50%
PIA
81
Powell Investment Advisors
Florida
$12.6M +$159K +1,194 +1%
BPA
82
Beacon Pointe Advisors
California
$12.6M -$106K -795 -0.8%
CAM
83
Cresset Asset Management
Illinois
$12.1M +$504K +3,794 +4%
SPIA
84
Steward Partners Investment Advisory
New York
$12M +$297K +2,237 +3%
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$12M +$43.6K +328 +0.4%
MGIA
86
Moneta Group Investment Advisors
Missouri
$11.7M +$52.7K +397 +0.5%
MML Investors Services
87
MML Investors Services
Massachusetts
$11.5M +$7.03M +52,952 +157%
JWM
88
JGP Wealth Management
Oregon
$11.5M +$283K +2,132 +3%
MCM
89
MAI Capital Management
Ohio
$11.1M -$231K -1,738 -2%
NSIM
90
North Star Investment Management
Illinois
$10.4M -$210K -1,582 -2%
NA
91
NewEdge Advisors
Louisiana
$10.3M +$43.3K +326 +0.4%
FCC
92
Florin Court Capital
United Kingdom
$9.79M -$6.59M -49,600 -40%
AIM
93
Allen Investment Management
New York
$9.69M – – –
SIAP
94
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.45M +$243K +1,828 +3%
DC
95
Davenport & Co
Virginia
$9.43M +$863K +6,500 +10%
SWA
96
SOA Wealth Advisors
New York
$9.26M -$517K -3,894 -5%
LW
97
Linscomb Wealth
Texas
$9.03M -$383K -2,884 -4%
ONB
98
Old National Bancorp
Indiana
$9M -$972K -7,318 -10%
WLIM
99
White Lighthouse Investment Management
Massachusetts
$8.89M +$390K +2,936 +5%
DBIA
100
Dumont & Blake Investment Advisors
New Jersey
$8.74M -$6.64K -50 -0.1%
2 3
4
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