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iShares Select Dividend ETF

1,302 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, 394 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: 394 | Existing positions reduced: 457

Holders
1,302
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
ONST
451
Old North State Trust
North Carolina
$1.26M
WAG
452
Winthrop Advisory Group
Massachusetts
$1.25M
PCG
453
Prosperity Consulting Group
Maryland
$1.25M
IWC
454
Infinity Wealth Counsel
Ohio
$1.24M
KBFS
455
Kohmann Bosshard Financial Services
Ohio
$1.24M
FWA
456
Flagship Wealth Advisors
Massachusetts
$1.23M
PTC
457
Private Trust Company
Ohio
$1.22M
EFG
458
Embree Financial Group
Illinois
$1.21M
ORC
459
O'Rourke & Company
Massachusetts
$1.21M
AIP
460
ARS Investment Partners
New York
$1.21M
RCAG
461
Rehmann Capital Advisory Group
Michigan
$1.2M
PWP
462
Perfromance Wealth Partners
Illinois
$1.2M
SIMC
463
Squire Investment Management Company
Utah
$1.2M
SCM
464
SCS Capital Management
Massachusetts
$1.2M
EWM
465
Edge Wealth Management
New York
$1.2M
IWN
466
Independent Wealth Network
Iowa
$1.18M
CCG
467
Chatham Capital Group
Georgia
$1.18M
DTC
468
Davidson Trust Company
Washington
$1.18M
CPW
469
Cove Private Wealth
New York
$1.18M
DWM
470
Dakota Wealth Management
Florida
$1.17M
WIC
471
Woodmont Investment Counsel
Tennessee
$1.17M
AI
472
Accredited Investors
Minnesota
$1.16M
BFS
473
Bradley Foster & Sargent
Connecticut
$1.16M
FNT
474
First National Trust
Pennsylvania
$1.16M
CA
475
CoreCap Advisors
Michigan
$1.16M