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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
PNC
276
Park National Corp
Ohio
$2.39M
MCCA
277
Mill Creek Capital Advisors
Pennsylvania
$2.38M
HCM
278
Howland Capital Management
Massachusetts
$2.37M
MT
279
Midwest Trust
Kansas
$2.37M
AAS
280
Ameritas Advisory Services
Nebraska
$2.37M
CCWA
281
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.37M
PAA
282
Peregrine Asset Advisers
Oregon
$2.36M
FAM
283
Flaharty Asset Management
Florida
$2.33M
GI
284
GAMCO Investors
Connecticut
$2.32M
SWP
285
Summit Wealth Partners
Florida
$2.27M
FSA
286
Franklin Street Advisors
North Carolina
$2.27M
BCA
287
Bay Colony Advisors
Massachusetts
$2.27M
CFP
288
Cascade Financial Partners
California
$2.26M
MFG
289
Magnus Financial Group
New York
$2.25M
NW
290
NewEdge Wealth
Pennsylvania
$2.24M
CNBT
291
Canandaigua National Bank & Trust
New York
$2.23M
NSCM
292
New South Capital Management
Tennessee
$2.23M
DWG
293
Darden Wealth Group
Michigan
$2.22M
KWM
294
Kaydan Wealth Management
Michigan
$2.2M
IBOK
295
Independence Bank of Kentucky
Kentucky
$2.19M
LPT
296
Legacy Private Trust
Wisconsin
$2.19M
AMG
297
Asset Management Group
Connecticut
$2.19M
WCM
298
WealthBridge Capital Management
Ohio
$2.18M
CAM
299
Cozad Asset Management
Illinois
$2.18M
CRC
300
Curi RMB Capital
Illinois
$2.17M