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iShares Select Dividend ETF

1,299 hedge funds and large institutions have $9.5B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 393 increasing their positions, 457 reducing their positions, and 56 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.03% more ownership

Funds ownership: 45.26%45.29% (+0.03%)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

14% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 457

Holders
1,299
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$143M
Puts
$7.03M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
226
Capital Advisory Group Advisory Services
Minnesota
$3.15M
AQR Capital Management
227
AQR Capital Management
Connecticut
$3.13M
KFA
228
Kapstone Financial Advisors
Ohio
$3.13M
HNWAG
229
High Net Worth Advisory Group
Florida
$3.12M
SCA
230
Snowden Capital Advisors
New York
$3.12M
EFS
231
Essex Financial Services
Connecticut
$3.1M
SS
232
SBI Securities
Japan
$3.07M
BCI
233
Brinker Capital Investments
Pennsylvania
$3.05M
EW
234
Evoke Wealth
California
$3.03M
MMG
235
Monetary Management Group
Missouri
$3.02M
HSA
236
HBK Sorce Advisory
Pennsylvania
$2.99M
NCM
237
Narwhal Capital Management
Georgia
$2.96M
PCA
238
Pallas Capital Advisors
Massachusetts
$2.92M
SPC
239
Sigma Planning Corp
Michigan
$2.92M
IC
240
IEQ Capital
California
$2.91M
AT
241
Arlington Trust
Alabama
$2.88M
PL
242
Plancorp LLC
Missouri
$2.86M
CHC
243
City Holding Co
West Virginia
$2.85M
CGA
244
Crescent Grove Advisors
Illinois
$2.82M
BAM
245
Berkshire Asset Management
Pennsylvania
$2.8M
HBW
246
Hazlett, Burt & Watson
West Virginia
$2.79M
CPIG
247
Chicago Partners Investment Group
Illinois
$2.79M
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$2.79M
HTC
249
Haverford Trust Company
Pennsylvania
$2.78M
TCA
250
Transcend Capital Advisors
New Jersey
$2.75M