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iShares Select Dividend ETF

1,282 hedge funds and large institutions have $9.45B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 384 increasing their positions, 452 reducing their positions, and 55 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: $ → $

less funds holding

Funds holding:

0.17% less ownership

Funds ownership: 45.21%45.04% (-0.17%)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

15% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 452

Holders
1,282
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

Top Buyers

1 +$36.4M
2 +$16.5M
3 +$14.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$12.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.44M

Top Sellers

1 -$38.8M
2 -$27.2M
3 -$23.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
526
Lakeridge Wealth Management
Ohio
$946K
CIAS
527
CBIZ Investment Advisory Services
Ohio
$945K
SSWM
528
Strait & Sound Wealth Management
California
$945K
CNBTD
529
Citizens National Bank Trust Department
Mississippi
$943K
CAAS
530
Capital Asset Advisory Services
Michigan
$943K
WA
531
WealthTrust Axiom
Pennsylvania
$934K
WPW
532
Waldron Private Wealth
Pennsylvania
$933K
AWM
533
Avior Wealth Management
Nebraska
$933K
TNB
534
Thomasville National Bank
Georgia
$930K
ST
535
Sageworth Trust
Pennsylvania
$929K
EB
536
Eastern Bank
Massachusetts
$927K
JWM
537
Jupiter Wealth Management
Colorado
$923K
ITIM
538
Indiana Trust & Investment Management
Indiana
$916K
CGPCS
539
Capital Group Private Client Services
California
$911K
WDG
540
Wealth Dimensions Group
Ohio
$904K
TA
541
TruWealth Advisors
Louisiana
$904K
AWM
542
Able Wealth Management
New Jersey
$903K
RBFC
543
Roman Butler Fullerton & Co
Missouri
$899K
AL
544
Aspiriant LLC
California
$888K
DQRIM
545
Dale Q Rice Investment Management
Washington
$887K
FMTC
546
Farmers & Merchants Trust Company
California
$885K
VCM
547
Virtue Capital Management
Tennessee
$884K
WAL
548
W Advisors LLC
Tennessee
$882K
AP
549
Appleton Partners
Massachusetts
$879K
IC
550
Iconiq Capital
California
$874K