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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
PA
176
Pinnacle Associates
New York
$4.28M
TAM
177
Townsend Asset Management
North Carolina
$4.27M
Vanguard Group
178
Vanguard Group
Pennsylvania
$4.23M
JPLA
179
Joseph P. Lucia & Associates
New York
$4.23M
BI
180
Ballast Inc
Kentucky
$4.23M
PFS
181
Prospera Financial Services
Texas
$4.18M
LP
182
LGL Partners
Pennsylvania
$4.11M
OWA
183
One Wealth Advisors
California
$4.09M
AllianceBernstein
184
AllianceBernstein
Tennessee
$4.04M
SDAM
185
Shulman DeMeo Asset Management
New York
$4.03M
FB
186
Fulton Bank
Pennsylvania
$3.95M
AAP
187
Arax Advisory Partners
Colorado
$3.87M
HW
188
Hancock Whitney
Mississippi
$3.85M
GLLW
189
Graves Light Lenhart Wealth
Virginia
$3.82M
GFL
190
Granite FO LLC
New Hampshire
$3.8M
MAWCM
191
Mine & Arao Wealth Creation & Management
California
$3.79M
PAS
192
PKS Advisory Services
New York
$3.72M
FWP
193
FAS Wealth Partners
Kansas
$3.7M
Jones Financial Companies
194
Jones Financial Companies
Missouri
$3.67M
AF
195
Allworth Financial
California
$3.65M
CAL
196
Capital Analysts LLC
Pennsylvania
$3.64M
BDS
197
Banco de Sabadell
Florida
$3.63M
IJWM
198
Inman Jager Wealth Management
Mississippi
$3.62M
Kayne Anderson Rudnick Investment Management
199
Kayne Anderson Rudnick Investment Management
California
$3.61M
JIC
200
Johnson Investment Counsel
Ohio
$3.6M