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iShares Select Dividend ETF

1,305 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, 395 increasing their positions, 458 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,937% more call options, than puts

Call options by funds: $143M | Put options by funds: $7.03M

54% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 56

6% more capital invested

Capital invested by funds: $8.98B → $9.5B (+$527M)

1% more funds holding

Funds holding: 1,2961,305 (+9)

0.01% less ownership

Funds ownership: 45.32%45.31% (-0.01%)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

14% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 458

Holders
1,305
Holders Change
+9
Holders Change %
+0.69%
% of All Funds
17.13%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.41%
New
86
Increased
395
Reduced
458
Closed
56
Calls
$143M
Puts
$7.03M
Net Calls
+$136M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
CAGAS
226
Capital Advisory Group Advisory Services
Minnesota
$3.15M -$20.1K -145 -0.7%
AQR Capital Management
227
AQR Capital Management
Connecticut
$3.13M +$435K +3,140 +17%
KFA
228
Kapstone Financial Advisors
Ohio
$3.13M -$2.35K -17 -0.1%
HNWAG
229
High Net Worth Advisory Group
Florida
$3.12M +$1.39K +10 +0%
SCA
230
Snowden Capital Advisors
New York
$3.12M +$211K +1,521 +7%
EFS
231
Essex Financial Services
Connecticut
$3.1M -$47.8K -345 -2%
SS
232
SBI Securities
Japan
$3.07M -$44.6K -322 -1%
BCI
233
Brinker Capital Investments
Pennsylvania
$3.05M -$78K -563 -3%
EW
234
Evoke Wealth
California
$3.03M +$726K +5,241 +33%
MMG
235
Monetary Management Group
Missouri
$3.02M
HSA
236
HBK Sorce Advisory
Pennsylvania
$2.99M -$4.57K -33 -0.2%
NCM
237
Narwhal Capital Management
Georgia
$2.96M -$10.4K -75 -0.4%
PCA
238
Pallas Capital Advisors
Massachusetts
$2.92M +$69.1K +499 +2%
SPC
239
Sigma Planning Corp
Michigan
$2.92M -$25.8K -186 -0.9%
IC
240
IEQ Capital
California
$2.91M +$15.2K +110 +0.5%
AT
241
Arlington Trust
Alabama
$2.88M
PL
242
Plancorp LLC
Missouri
$2.86M
CHC
243
City Holding Co
West Virginia
$2.85M -$143K -1,031 -5%
CGA
244
Crescent Grove Advisors
Illinois
$2.82M +$42.8K +309 +2%
BAM
245
Berkshire Asset Management
Pennsylvania
$2.8M -$6.92K -50 -0.3%
HBW
246
Hazlett, Burt & Watson
West Virginia
$2.79M -$28.3K -204 -1%
CPIG
247
Chicago Partners Investment Group
Illinois
$2.79M +$128K +921 +5%
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
$2.79M +$388K +2,800 +17%
HTC
249
Haverford Trust Company
Pennsylvania
$2.78M -$51.8K -374 -2%
TCA
250
Transcend Capital Advisors
New Jersey
$2.75M -$1.25K -9 -0%