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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
LWA
1126
Lowe Wealth Advisors
Maryland
$135K
FIM
1127
FWL Investment Management
Texas
$135K
PFSC
1128
Peoples Financial Services Corp
Pennsylvania
$126K
CA
1129
Crewe Advisors
Utah
$124K
AAG
1130
Armstrong Advisory Group
Massachusetts
$124K
CWM
1131
Crowley Wealth Management
Delaware
$122K
GWM
1132
Grand Wealth Management
Michigan
$119K
WAM
1133
WFA Asset Management
Wisconsin
$111K
SCM
1134
Sterling Capital Management
North Carolina
$110K
GWP
1135
Gen-Wealth Partners
Michigan
$109K
MPCG
1136
Matrix Private Capital Group
New York
$105K
HIIFS
1137
Harel Insurance Investments & Financial Services
Israel
$103K
KFI
1138
Key Financial Inc
Pennsylvania
$101K
CSC
1139
Caldwell Sutter Capital
California
$100K
FF
1140
Finley Financial
Nevada
$97K
FNWA
1141
Financial Network Wealth Advisors
Utah
$94K
MA
1142
MCF Advisors
Kentucky
$93.1K
CIA
1143
Cape Investment Advisory
Georgia
$93K
CFD
1144
Creative Financial Designs
Indiana
$90.5K
MSWA
1145
Marshall & Sterling Wealth Advisors
New York
$87.7K
BHWM
1146
Beaird Harris Wealth Management
Texas
$85.3K
AAG
1147
Accordant Advisory Group
Maryland
$84.1K
WW
1148
Winnow Wealth
Texas
$84.1K
HNW
1149
High Note Wealth
Minnesota
$76.9K
Schroder Investment Management Group
1150
Schroder Investment Management Group
United Kingdom
$75.7K