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iShares Select Dividend ETF

1,279 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, 422 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:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $9.13B → $8.94B (-$192M)

1% less funds holding

Funds holding: 1,2971,279 (-18)

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

Holders
1,279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
Lido Advisors
76
Lido Advisors
California
$14.2M
RRA
77
Round Rock Advisors
Connecticut
$13.9M
EH
78
Equitable Holdings
New York
$13.7M
KL
79
KWMG LLC
Kansas
$13.4M
PIA
80
Powell Investment Advisors
Florida
$12.6M
BPA
81
Beacon Pointe Advisors
California
$12.6M
CAM
82
Cresset Asset Management
Illinois
$12.1M
SPIA
83
Steward Partners Investment Advisory
New York
$12M
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$12M
Corient Private Wealth
85
Corient Private Wealth
Florida
$11.9M
MGIA
86
Moneta Group Investment Advisors
Missouri
$11.7M
MML Investors Services
87
MML Investors Services
Massachusetts
$11.5M
JWM
88
JGP Wealth Management
Oregon
$11.5M
MCM
89
MAI Capital Management
Ohio
$11.1M
NSIM
90
North Star Investment Management
Illinois
$10.4M
NA
91
NewEdge Advisors
Louisiana
$10.3M
FCC
92
Florin Court Capital
United Kingdom
$9.79M
AIM
93
Allen Investment Management
New York
$9.69M
SIAP
94
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9.45M
DC
95
Davenport & Co
Virginia
$9.43M
SWA
96
SOA Wealth Advisors
New York
$9.26M
LW
97
Linscomb Wealth
Texas
$9.03M
ONB
98
Old National Bancorp
Indiana
$9M
WLIM
99
White Lighthouse Investment Management
Massachusetts
$8.89M
DBIA
100
Dumont & Blake Investment Advisors
New Jersey
$8.74M