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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
PFT
251
Providence First Trust
Arizona
$2.74M
WA
252
Waverly Advisors
Alabama
$2.73M
WB
253
Webster Bank
Connecticut
$2.7M
CTC
254
Corundum Trust Company
South Dakota
$2.7M
ZF
255
Zhang Financial
Michigan
$2.69M
CWS
256
Cypress Wealth Services
California
$2.66M
CAG
257
Csenge Advisory Group
Florida
$2.64M
WB
258
WesBanco Bank
West Virginia
$2.62M
MFWP
259
Mosaic Family Wealth Partners
Missouri
$2.62M
WTC
260
WhitTier Trust Company
Nevada
$2.61M
CIA
261
Caerus Investment Advisors
Texas
$2.61M
FNBT
262
FineMark National Bank & Trust
Florida
$2.6M
PGFC
263
Peapack-Gladstone Financial Corp
New Jersey
$2.58M
TFS
264
Thoroughbred Financial Services
Tennessee
$2.54M
LFAS
265
Level Four Advisory Services
Texas
$2.53M
SWA
266
Sax Wealth Advisors
New Jersey
$2.52M
ICM
267
IMS Capital Management
Oregon
$2.51M
IA
268
IFC Advisors
California
$2.51M
WAM
269
Weinberger Asset Management
California
$2.51M
SSW
270
Smith Shellnut Wilson
Mississippi
$2.51M
PA
271
Parallel Advisors
California
$2.48M
TCA
272
Trifecta Capital Advisors
Illinois
$2.41M
FPAS
273
Focus Partners Advisor Solutions
Missouri
$2.41M
DC
274
Diametric Capital
Massachusetts
$2.39M
SFS
275
Sowell Financial Services
Arkansas
$2.39M