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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
CW
401
CreativeOne Wealth
Kansas
$1.51M
VCA
402
Verdence Capital Advisors
Maryland
$1.5M
FHWM
403
Fox Hill Wealth Management
Massachusetts
$1.49M
WA
404
WBH Advisory
Maryland
$1.49M
AWM
405
AE Wealth Management
Kansas
$1.49M
VPP
406
Vertex Planning Partners
Illinois
$1.48M
FNB
407
Farmers National Bank
Kentucky
$1.48M
Citigroup
408
Citigroup
New York
$1.47M
PA
409
PFG Advisors
Arizona
$1.46M
AAMC
410
Asset Allocation & Management Company
Illinois
$1.46M
IWP
411
Invenio Wealth Partners
Florida
$1.46M
PS
412
Planned Solutions
California
$1.45M
WT
413
Whittier Trust
California
$1.45M
WWC
414
Waypoint Wealth Counsel
Georgia
$1.45M
SVWAG
415
Sound View Wealth Advisors Group
Georgia
$1.43M
TF
416
Tompkins Financial
New York
$1.42M
KP
417
Keel Point
Alabama
$1.41M
RBC
418
Romano Brothers & Co
Illinois
$1.41M
LSC
419
Logan Stone Capital
Illinois
$1.41M
TPI
420
Trust Point Inc
Wisconsin
$1.41M
CWM
421
Challenger Wealth Management
California
$1.4M
PWM
422
Perigon Wealth Management
California
$1.4M
VCM
423
Viewpoint Capital Management
Washington
$1.39M
XF
424
XML Financial
Maryland
$1.39M
BAM
425
Belpointe Asset Management
Nevada
$1.39M