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