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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
HA
1326
HC Advisors
Georgia
TM
1327
TigerOak Management
New Mexico
ET
1328
Equitable Trust
Tennessee
UWPG
1329
Ullmann Wealth Partners Group
Florida
PRTG
1330
Post Resch Tallon Group
New York
TCM
1331
Triumph Capital Management
Colorado
AC
1332
Asio Capital
Kentucky
SAM
1333
Summit Asset Management
Tennessee
LI
1334
LifeWealth Investments
Florida
FGWP
1335
Founders Grove Wealth Partners
Virginia
RCA
1336
Runnymede Capital Advisors
Ohio
GFPC
1337
Global Financial Private Client
Florida
FLP
1338
Financial Life Planners
Arizona
QCG
1339
Quadrant Capital Group
Ohio
WF
1340
Wayfinding Financial
Washington
WAOTB
1341
Wealth Advisors of Tampa Bay
Florida
SIM
1342
Synergy Investment Management
Florida
MHR
1343
Matthew Hamilton Rosenberg
WAG
1344
Windsor Advisory Group
Ohio
CWM
1345
Compass Wealth Management
Connecticut
GCM
1346
GKV Capital Management
California
MIM
1347
Marshall Investment Management
Colorado
RAM
1348
Riggs Asset Management
Pennsylvania
ZRP
1349
Zynergy Retirement Planning
New Jersey
JFA
1350
JNBA Financial Advisors
Minnesota