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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
PNC
276
Park National Corp
Ohio
$2.39M
MCCA
277
Mill Creek Capital Advisors
Pennsylvania
$2.38M -$837K -6,042 -27%
HCM
278
Howland Capital Management
Massachusetts
$2.37M -$52.2K -377 -2%
MT
279
Midwest Trust
Kansas
$2.37M -$231K -1,669 -9%
AAS
280
Ameritas Advisory Services
Nebraska
$2.37M +$528K +3,813 +30%
CCWA
281
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.37M -$462K -3,333 -17%
PAA
282
Peregrine Asset Advisers
Oregon
$2.36M -$11.2K -81 -0.5%
FAM
283
Flaharty Asset Management
Florida
$2.33M -$118K -854 -5%
GI
284
GAMCO Investors
Connecticut
$2.32M -$27.7K -200 -1%
SWP
285
Summit Wealth Partners
Florida
$2.27M +$20.4K +147 +0.9%
FSA
286
Franklin Street Advisors
North Carolina
$2.27M
BCA
287
Bay Colony Advisors
Massachusetts
$2.27M -$58.7K -424 -3%
CFP
288
Cascade Financial Partners
California
$2.26M
MFG
289
Magnus Financial Group
New York
$2.25M -$3.32K -24 -0.2%
NW
290
NewEdge Wealth
Pennsylvania
$2.24M -$255K -1,838 -10%
CNBT
291
Canandaigua National Bank & Trust
New York
$2.23M +$61.9K +447 +3%
NSCM
292
New South Capital Management
Tennessee
$2.23M
DWG
293
Darden Wealth Group
Michigan
$2.22M -$76.7K -554 -3%
KWM
294
Kaydan Wealth Management
Michigan
$2.2M +$3.05K +22 +0.1%
IBOK
295
Independence Bank of Kentucky
Kentucky
$2.19M
LPT
296
Legacy Private Trust
Wisconsin
$2.19M -$11.1K -80 -0.5%
AMG
297
Asset Management Group
Connecticut
$2.19M +$15.8K +114 +0.7%
WCM
298
WealthBridge Capital Management
Ohio
$2.18M +$7.76K +56 +0.4%
CAM
299
Cozad Asset Management
Illinois
$2.18M -$4.02K -29 -0.2%
CRC
300
Curi RMB Capital
Illinois
$2.17M -$24.2K -175 -1%