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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
RFO
1326
RiverGlades Family Offices
Florida
SHGA
1327
Sand Hill Global Advisors
California
FC
1328
Forte Capital
New York
CPP
1329
Capasso Planning Partners
South Carolina
PWM
1330
Paulson Wealth Management
Illinois
WIC
1331
Wilkins Investment Counsel
Massachusetts
PW
1332
Potentia Wealth
California
CCM
1333
Cullen Capital Management
New York
HA
1334
HC Advisors
Georgia
TM
1335
TigerOak Management
New Mexico
ET
1336
Equitable Trust
Tennessee
UWPG
1337
Ullmann Wealth Partners Group
Florida
LI
1338
LifeWealth Investments
Florida
PRTG
1339
Post Resch Tallon Group
New York
SAM
1340
Summit Asset Management
Tennessee
AC
1341
Asio Capital
Kentucky
TCM
1342
Triumph Capital Management
Colorado
FGWP
1343
Founders Grove Wealth Partners
Virginia
RCA
1344
Runnymede Capital Advisors
Ohio
GFPC
1345
Global Financial Private Client
Florida
FLP
1346
Financial Life Planners
Arizona
QCG
1347
Quadrant Capital Group
Ohio
WF
1348
Wayfinding Financial
Washington
WAOTB
1349
Wealth Advisors of Tampa Bay
Florida
SIM
1350
Synergy Investment Management
Florida