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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
IFG
451
Independent Financial Group
California
$1.27M -$102K -736 -8%
AWM
452
Apollon Wealth Management
South Carolina
$1.26M +$138 +1 +0%
ONST
453
Old North State Trust
North Carolina
$1.26M
WAG
454
Winthrop Advisory Group
Massachusetts
$1.25M -$9.83K -71 -0.8%
PCG
455
Prosperity Consulting Group
Maryland
$1.25M -$3.32K -24 -0.3%
IWC
456
Infinity Wealth Counsel
Ohio
$1.24M -$1.25K -9 -0.1%
KBFS
457
Kohmann Bosshard Financial Services
Ohio
$1.24M
FWA
458
Flagship Wealth Advisors
Massachusetts
$1.23M +$38.2K +276 +3%
PTC
459
Private Trust Company
Ohio
$1.22M +$32.3K +233 +3%
EFG
460
Embree Financial Group
Illinois
$1.21M -$29.9K -216 -2%
ORC
461
O'Rourke & Company
Massachusetts
$1.21M +$2.49K +18 +0.2%
AIP
462
ARS Investment Partners
New York
$1.21M
RCAG
463
Rehmann Capital Advisory Group
Michigan
$1.2M -$68.3K -493 -5%
PWP
464
Perfromance Wealth Partners
Illinois
$1.2M -$11.9K -86 -1%
SIMC
465
Squire Investment Management Company
Utah
$1.2M +$102K +735 +10%
SCM
466
SCS Capital Management
Massachusetts
$1.2M
EWM
467
Edge Wealth Management
New York
$1.2M -$476K -3,436 -29%
IWN
468
Independent Wealth Network
Iowa
$1.18M -$7.06K -51 -0.6%
CCG
469
Chatham Capital Group
Georgia
$1.18M
DTC
470
Davidson Trust Company
Washington
$1.18M
CPW
471
Cove Private Wealth
New York
$1.18M
DWM
472
Dakota Wealth Management
Florida
$1.17M -$98.3K -710 -8%
WIC
473
Woodmont Investment Counsel
Tennessee
$1.17M -$72.3K -522 -6%
AI
474
Accredited Investors
Minnesota
$1.16M -$58.2K -420 -5%
BFS
475
Bradley Foster & Sargent
Connecticut
$1.16M +$16.2K +117 +1%