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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
GWM
201
Geneos Wealth Management
Colorado
$3.54M
TFG
202
Taylor Financial Group
Virginia
$3.51M
WAP
203
Wealthcare Advisory Partners
Pennsylvania
$3.51M
ATC
204
Argent Trust Co
Tennessee
$3.49M
HH
205
Hilltop Holdings
Texas
$3.46M
PFA
206
Pinnacle Family Advisors
Missouri
$3.39M
GPA
207
Guidance Point Advisors
Massachusetts
$3.33M
DADC
208
D.A. Davidson & Co
Montana
$3.31M
MMA
209
Miracle Mile Advisors
California
$3.27M
QCM
210
Quantinno Capital Management
New York
$3.26M
FTS
211
Fifth Third Securities
Ohio
$3.25M
SCG
212
Sonata Capital Group
Washington
$3.19M
MWM
213
Mission Wealth Management
California
$3.18M
AA
214
Argent Advisors
Louisiana
$3.16M
VFA
215
Valeo Financial Advisors
Indiana
$3.16M
Envestnet Portfolio Solutions
216
Envestnet Portfolio Solutions
Illinois
$3.14M
JIC
217
Joel Isaacson & Co
New York
$3.12M
FCBT
218
First Citizens Bank & Trust
North Carolina
$3.12M
WWM
219
Western Wealth Management
Colorado
$3.12M
SQA
220
Simon Quick Advisors
New Jersey
$3.12M
ATPW
221
Ashton Thomas Private Wealth
Arizona
$3.11M
JWA
222
JFS Wealth Advisors
Pennsylvania
$3.1M
EWA
223
EP Wealth Advisors
California
$3.1M
WWM
224
Wolff Wiese Magana
California
$3.06M
MCCA
225
Mill Creek Capital Advisors
Pennsylvania
$3.02M