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iShares Select Dividend ETF
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Overview Fund Activity

1,276 hedge funds and large institutions have $8.94B invested in iShares Select Dividend ETF in 2025 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 437 increasing their positions, 419 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,276
Holders Change
-20
Holders Change %
-1.54%
% of All Funds
17.11%
Holding in Top 10
32
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15.79%
% of All Funds
0.43%
New
78
Increased
437
Reduced
419
Closed
71
Calls
$150M
Puts
$12.4M
Net Calls
+$137M
Net Calls Change
-$4.23M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$104M
2
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$14.2M
3
Wells Fargo
Wells Fargo
California
+$14M
4
LPL Financial
LPL Financial
California
+$11.2M
5
HWM
HB Wealth Management
Georgia
+$9.71M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$49.5M
2
MHI
Miller Howard Investments
New York
-$38.8M
3
HNB
Huntington National Bank
Ohio
-$37.9M
4
OAC
OMERS Administration Corp
Ontario, Canada
-$24.7M
5
Raymond James Financial
Raymond James Financial
Florida
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAIM
101
Asset Advisors Investment Management
Georgia
$8.62M -$63.1K -475 -0.7%
IWC
102
Integrated Wealth Concepts
Massachusetts
$8.6M -$238K -1,792 -3%
MA
103
Mutual Advisors
Nebraska
$8.58M +$262K +1,897 +3%
PFG
104
Pinnacle Financial Group
Illinois
$8.53M -$15.1K -114 -0.2%
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$8.36M -$575K -4,332 -6%
BF
106
BOK Financial
Oklahoma
$8.27M -$310K -2,335 -4%
BFA
107
Beaumont Financial Advisors
Massachusetts
$8.21M -$126K -951 -2%
TPCW
108
TD Private Client Wealth
New York
$7.99M +$1.05M +7,883 +15%
VFP
109
Verus Financial Partners
Virginia
$7.93M +$18.5K +136 +0.2%
RMAM
110
Raab & Moskowitz Asset Management
New Jersey
$7.91M +$517K +3,894 +7%
FUBT
111
First United Bank & Trust
Maryland
$7.9M -$207K -1,555 -3%
MHI
112
Miller Howard Investments
New York
$7.9M -$38.8M -291,779 -83%
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$7.73M -$301K -2,265 -4%
WMA
114
Wealth Management Associates
New Jersey
$7.66M +$235K +1,770 +3%
GB
115
Gunma Bank
Japan
$7.58M +$462K +3,475 +6%
KWA
116
Kingswood Wealth Advisors
California
$7.55M +$3.61M +27,218 +92%
LF
117
Lee Financial
Texas
$7.52M -$145K -1,095 -2%
ANB
118
Amarillo National Bank
Texas
$7.3M -$97.6K -735 -1%
Edgewood Management
119
Edgewood Management
Connecticut
$7.29M -$303K -2,281 -4%
KIA
120
KCM Investment Advisors
California
$7.01M +$1.86K +14 +0%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$6.9M +$568K +4,279 +9%
ST
122
Smithfield Trust
Pennsylvania
$6.88M -$105K -790 -2%
CFG
123
Citizens Financial Group
Rhode Island
$6.8M -$1.42M -10,693 -17%
WS
124
Wedbush Securities
California
$6.76M -$114K -858 -2%
CAM
125
Carret Asset Management
New York
$6.53M +$98.1K +739 +2%
3 4
5
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