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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
GT
126
Glenview Trust
Kentucky
$6.49M
SFA
127
Sequoia Financial Advisors
Ohio
$6.43M
PCIA
128
Prime Capital Investment Advisors
Kansas
$6.36M
HCMT
129
Highland Capital Management (Tennessee)
Tennessee
$6.32M
VCM
130
Vivaldi Capital Management
Illinois
$6.15M
RG
131
Rathbones Group
United Kingdom
$6.11M
GA
132
GoalVest Advisory
New York
$6.04M
NEAM
133
New England Asset Management
Connecticut
$5.86M
IA
134
IFP Advisors
Florida
$5.86M
OC
135
Oppenheimer & Co
New York
$5.82M
Brown Advisory
136
Brown Advisory
Maryland
$5.77M
CM
137
Capula Management
Cayman Islands
$5.75M
JWCA
138
J.W. Cole Advisors
Florida
$5.75M
PWP
139
Principle Wealth Partners
Connecticut
$5.72M
IA
140
IFG Advisory
Georgia
$5.7M
CAAM
141
Cornerstone Advisors Asset Management
Pennsylvania
$5.69M
SFI
142
SPC Financial Inc
Maryland
$5.57M
BHBT
143
Burke & Herbert Bank & Trust
Virginia
$5.56M
SB
144
SIG Brokerage
New York
$5.45M
JGIA
145
Jackson Grant Investment Advisers
Connecticut
$5.44M
FWA
146
FOCUS Wealth Advisors
Texas
$5.35M
MBTD
147
Mechanics Bank - Trust Department
California
$5.3M
SAS
148
Stelac Advisory Services
New York
$5.22M
CFO
149
Callan Family Office
Pennsylvania
$5.2M
WANY
150
Wealthspire Advisors (New York)
New York
$5.2M