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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
DWAM
1051
Duncan Williams Asset Management
Tennessee
$214K
NAG
1052
Northstar Advisory Group
New Jersey
$214K
HWM
1053
Howard Wealth Management
Connecticut
$213K
UB
1054
Umpqua Bank
Oregon
$213K
FCM
1055
Firestone Capital Management
Florida
$213K
CCM
1056
Carderock Capital Management
Maryland
$212K
OFO
1057
OneAscent Family Office
Alabama
$212K
TCM
1058
TABR Capital Management
California
$212K
AA
1059
AJ Advisors
Tennessee
$212K
DJSG
1060
D.J. St. Germain
Massachusetts
$212K
UAS
1061
United Asset Strategies
New York
$211K
AWA
1062
Adapt Wealth Advisors
Georgia
$211K
PFA
1063
Pettinga Financial Advisors
Indiana
$209K
WCP
1064
Wick Capital Partners
Pennsylvania
$209K
KOMWMG
1065
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$209K
VHAM
1066
Van Hulzen Asset Management
California
$208K
ACIM
1067
Azimuth Capital Investment Management
Michigan
$208K
GSWM
1068
Golden State Wealth Management
California
$208K
SFA
1069
Seneca Financial Advisors
New York
$208K
SWP
1070
Sagespring Wealth Partners
Tennessee
$207K
LA
1071
Latitude Advisors
Florida
$207K
CWS
1072
Confluence Wealth Services
Pennsylvania
$207K
BIM
1073
Breakwater Investment Management
Washington
$207K
HFRG
1074
Houlihan Financial Resource Group
Virginia
$206K
RA
1075
Rise Advisors
New York
$205K