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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
WANY
151
Wealthspire Advisors (New York)
New York
$5.2M
EBA
152
Eagle Bay Advisors
New York
$5.14M
KeyBank National Association
153
KeyBank National Association
Ohio
$5.06M
LWP
154
LMG Wealth Partners
Louisiana
$4.96M
MCM
155
Mendel Capital Management
Arkansas
$4.93M
LC
156
Landaas & Company
Wisconsin
$4.9M
Kovitz Investment Group Partners
157
Kovitz Investment Group Partners
Illinois
$4.88M
CA
158
Clearstead Advisors
Ohio
$4.87M
IF
159
Ironwood Financial
Arizona
$4.8M
OFG
160
Omega Financial Group
California
$4.77M
IAN
161
Integrated Advisors Network
Texas
$4.7M
BOH
162
Bank of Hawaii
Hawaii
$4.68M
WQ
163
Wealth Quarterback
New Jersey
$4.64M
KWM
164
Keebeck Wealth Management
Illinois
$4.64M
TWM
165
Tradition Wealth Management
Minnesota
$4.63M
CM
166
Cornerstone Management
Georgia
$4.62M
BL
167
Balentine LLC
Georgia
$4.6M
UCFA
168
United Capital Financial Advisors
Texas
$4.54M
SC
169
Scotia Capital
Ontario, Canada
$4.52M
Bessemer Group
170
Bessemer Group
New Jersey
$4.49M
MCM
171
MV Capital Management
Maryland
$4.43M
AFG
172
Albion Financial Group
Utah
$4.38M
FAT
173
First American Trust
California
$4.34M
KA
174
Klingman & Associates
New York
$4.34M
FWCM
175
Ferguson Wellman Capital Management
Oregon
$4.32M