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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
CW
401
CreativeOne Wealth
Kansas
$1.51M -$107K -773 -7%
VCA
402
Verdence Capital Advisors
Maryland
$1.5M -$15.4K -111 -1%
FHWM
403
Fox Hill Wealth Management
Massachusetts
$1.49M -$73.5K -531 -5%
WA
404
WBH Advisory
Maryland
$1.49M -$127K -916 -8%
AWM
405
AE Wealth Management
Kansas
$1.49M +$354K +2,558 +32%
VPP
406
Vertex Planning Partners
Illinois
$1.48M +$3.32K +24 +0.2%
FNB
407
Farmers National Bank
Kentucky
$1.48M +$75.3K +544 +6%
Citigroup
408
Citigroup
New York
$1.47M -$555K -4,006 -28%
PA
409
PFG Advisors
Arizona
$1.46M +$1.43M +10,300 New
AAMC
410
Asset Allocation & Management Company
Illinois
$1.46M
IWP
411
Invenio Wealth Partners
Florida
$1.46M -$75.2K -543 -5%
PS
412
Planned Solutions
California
$1.45M +$76.7K +554 +6%
WT
413
Whittier Trust
California
$1.45M +$35.9K +259 +3%
WWC
414
Waypoint Wealth Counsel
Georgia
$1.45M +$3.88K +28 +0.3%
SVWAG
415
Sound View Wealth Advisors Group
Georgia
$1.43M -$8.03K -58 -0.6%
TF
416
Tompkins Financial
New York
$1.42M
KP
417
Keel Point
Alabama
$1.41M +$5.96K +43 +0.4%
RBC
418
Romano Brothers & Co
Illinois
$1.41M
FNT
419
First Nebraska Trust
Nebraska
$1.41M +$87.1K +629 +7%
LSC
420
Logan Stone Capital
Illinois
$1.41M -$1.2M -8,680 -47%
TPI
421
Trust Point Inc
Wisconsin
$1.41M -$7.48K -54 -0.5%
CWM
422
Challenger Wealth Management
California
$1.4M
PWM
423
Perigon Wealth Management
California
$1.4M -$167K -1,208 -11%
VCM
424
Viewpoint Capital Management
Washington
$1.39M +$5.54K +40 +0.4%
XF
425
XML Financial
Maryland
$1.39M -$1.25K -9 -0.1%