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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
MFA
1101
Morling Financial Advisors
California
$174K
CWM
1102
Cranbrook Wealth Management
Michigan
$170K
MTIC
1103
Missouri Trust & Investment Company
Missouri
$169K
NC
1104
North Capital
Utah
$168K
LI
1105
LRI Investments
Florida
$167K
SA
1106
SRH Advisors
Kansas
$164K
FFC
1107
First Financial Corp
Indiana
$161K
EWM
1108
Evolution Wealth Management
Florida
$159K
PWA
1109
Physician Wealth Advisors
Utah
$159K
RTC
1110
Riverview Trust Company
Washington
$159K
WCM
1111
Westend Capital Management
California
$157K
WP
1112
WealthShield Partners
North Carolina
$157K
CICI
1113
Capital Investment Counsel Inc
North Carolina
$153K
CTWM
1114
Cherry Tree Wealth Management
Minnesota
$152K
HDIM
1115
Hanson & Doremus Investment Management
Vermont
$150K
GJIA
1116
Glass Jacobson Investment Advisors
Maryland
$150K
NB
1117
NBT Bank
New York
$149K
OSNBOA
1118
Old Second National Bank of Aurora
Illinois
$147K
CB
1119
CNB Bank
Pennsylvania
$146K
BLC
1120
Brown, Lisle/Cummings
Rhode Island
$145K
CTB
1121
Country Trust Bank
Illinois
$145K
RWM
1122
Rialto Wealth Management
New York
$144K
AWM
1123
Angeles Wealth Management
California
$144K
BTI
1124
Blue Trust Inc
Georgia
$141K
CBT
1125
Crews Bank & Trust
Florida
$138K