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iShares Select Dividend ETF

1,279 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, 422 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:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $9.13B → $8.94B (-$192M)

1% less funds holding

Funds holding: 1,2971,279 (-18)

16% less funds holding in top 10

Funds holding in top 10: 3832 (-6)

Holders
1,279
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
AAIM
101
Asset Advisors Investment Management
Georgia
$8.62M
IWC
102
Integrated Wealth Concepts
Massachusetts
$8.6M
MA
103
Mutual Advisors
Nebraska
$8.58M
PFG
104
Pinnacle Financial Group
Illinois
$8.53M
Pathstone Holdings
105
Pathstone Holdings
New Jersey
$8.36M
BF
106
BOK Financial
Oklahoma
$8.27M
BFA
107
Beaumont Financial Advisors
Massachusetts
$8.21M
TPCW
108
TD Private Client Wealth
New York
$7.99M
VFP
109
Verus Financial Partners
Virginia
$7.93M
RMAM
110
Raab & Moskowitz Asset Management
New Jersey
$7.91M
FUBT
111
First United Bank & Trust
Maryland
$7.9M
MHI
112
Miller Howard Investments
New York
$7.9M
CIBC Private Wealth Group
113
CIBC Private Wealth Group
Georgia
$7.73M
WMA
114
Wealth Management Associates
New Jersey
$7.66M
GB
115
Gunma Bank
Japan
$7.58M
KWA
116
Kingswood Wealth Advisors
California
$7.55M
LF
117
Lee Financial
Texas
$7.52M
ANB
118
Amarillo National Bank
Texas
$7.3M
Edgewood Management
119
Edgewood Management
Connecticut
$7.29M
KIA
120
KCM Investment Advisors
California
$7.01M
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$6.9M
ST
122
Smithfield Trust
Pennsylvania
$6.88M
CFG
123
Citizens Financial Group
Rhode Island
$6.8M
WS
124
Wedbush Securities
California
$6.76M
CAM
125
Carret Asset Management
New York
$6.53M