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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
SAW
1301
Signal Advisors Wealth
Michigan
TWP
1302
Triad Wealth Partners
Kansas
AIS
1303
American Investment Services
Massachusetts
EW
1304
Elyxium Wealth
California
WCF
1305
West Coast Financial
California
UB
1306
UMB Bank
Missouri
Renaissance Technologies
1307
Renaissance Technologies
New York
MSAM
1308
Moloney Securities Asset Management
Missouri
FPW
1309
Flagship Private Wealth
Massachusetts
CWP
1310
Cyndeo Wealth Partners
Florida
RWB
1311
RMR Wealth Builders
New Jersey
LA
1312
Legacy Advisors
Pennsylvania
HL
1313
HeadInvest LLC
Maine
CWM
1314
C2C Wealth Management
Arizona
COCM
1315
Charter Oak Capital Management
New Hampshire
ZIM
1316
Zacks Investment Management
Illinois
CCT
1317
Capital City Trust
Florida
RFO
1318
RiverGlades Family Offices
Florida
SHGA
1319
Sand Hill Global Advisors
California
FC
1320
Forte Capital
New York
CPP
1321
Capasso Planning Partners
South Carolina
PWM
1322
Paulson Wealth Management
Illinois
WIC
1323
Wilkins Investment Counsel
Massachusetts
PW
1324
Potentia Wealth
California
CCM
1325
Cullen Capital Management
New York