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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
GLA
1076
Great Lakes Advisors
Illinois
$205K
OWA
1077
Octavia Wealth Advisors
Ohio
$205K
CCA
1078
Cypress Capital Advisors
Tennessee
$204K
PCH
1079
PGIM Custom Harvest
New Jersey
$204K
HSWM
1080
Hubbell Strickland Wealth Management
Louisiana
$204K
FA
1081
Fiduciary Alliance
South Carolina
$203K
SI
1082
Saxon Interests
Texas
$202K
D
1083
Dentgroup
Louisiana
$202K
LCM
1084
LVM Capital Management
Michigan
$201K
OHWA
1085
Oak Hill Wealth Advisors
Virginia
$201K
IGGA
1086
Iron Gate Global Advisors
Utah
$201K
HWP
1087
Highline Wealth Partners
California
$200K
GI
1088
GAMMA Investing
California
$200K
NP
1089
Nilsine Partners
Colorado
$200K
TWM
1090
Topsail Wealth Management
North Carolina
$199K
MFT
1091
Moisand Fitzgerald Tamayo
Florida
$199K
FFA
1092
Founders Financial Alliance
North Carolina
$192K
GWM
1093
Gitterman Wealth Management
New Jersey
$190K
LFG
1094
Larson Financial Group
Missouri
$184K
BTD
1095
BankPlus Trust Department
Mississippi
$184K
CAM
1096
Costello Asset Management
Pennsylvania
$184K
TIM
1097
Tortoise Investment Management
New York
$179K
AA
1098
Ancora Advisors
Ohio
$177K
Russell Investments Group
1099
Russell Investments Group
United Kingdom
$175K
CWP
1100
Concord Wealth Partners
Virginia
$174K