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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
PSB
1026
Piscataqua Savings Bank
New Hampshire
$224K
VWA
1027
Visionary Wealth Advisors
Illinois
$223K
UPS
1028
UHLMANN PRICE SECURITIES
Illinois
$223K
SWMG
1029
Sard Wealth Management Group
Georgia
$223K
MC
1030
Middleton & Co
Massachusetts
$222K
FF
1031
Francis Financial
$222K
IIL
1032
Insight Inv LLC
California
$221K
CWM
1033
Chemistry Wealth Management
New York
$220K
PPW
1034
Pasadena Private Wealth
California
$220K
WAS
1035
Wealth Advisory Solutions
Indiana
$219K
PFG
1036
Prosperity Financial Group
California
$219K
MCM
1037
Morton Capital Management
California
$218K
CWMK
1038
Caliber Wealth Management (Kansas)
Kansas
$218K
MA
1039
MONECO Advisors
Connecticut
$217K
PFM
1040
Phillips Financial Management
Indiana
$217K
FMC
1041
First Merchants Corp
Indiana
$217K
1NWS
1042
1 North Wealth Services
Maryland
$217K
ACM
1043
Allred Capital Management
Texas
$216K
IFWM
1044
Institute for Wealth Management
Colorado
$216K
AWAG
1045
ARS Wealth Advisors Group
Florida
$216K
UIM
1046
Unified Investment Management
Georgia
$216K
GSIAS
1047
Garden State Investment Advisory Services
New Jersey
$216K
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$216K
AWA
1049
ARQ Wealth Advisors
Arizona
$215K
FDDB
1050
Fidelity D&D Bancorp
Pennsylvania
$214K