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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
GAM
526
Gotham Asset Management
New York
$992K
AF
527
Apollon Financial
South Carolina
$989K
CCB
528
Country Club Bank
Missouri
$987K
PPC
529
Park Place Capital
Alabama
$980K
VWM
530
Venturi Wealth Management
Texas
$979K
SFM
531
Signet Financial Management
New Jersey
$977K
CWG
532
Cornerstone Wealth Group
North Carolina
$972K
HA
533
Helium Advisors
Washington
$968K
MFG
534
Merit Financial Group
Georgia
$961K
LWM
535
Lakeridge Wealth Management
Ohio
$946K
CIAS
536
CBIZ Investment Advisory Services
Ohio
$945K
SSWM
537
Strait & Sound Wealth Management
California
$945K
CNBTD
538
Citizens National Bank Trust Department
Mississippi
$943K
CAAS
539
Capital Asset Advisory Services
Michigan
$943K
WA
540
WealthTrust Axiom
Pennsylvania
$934K
WPW
541
Waldron Private Wealth
Pennsylvania
$933K
AWM
542
Avior Wealth Management
Nebraska
$933K
TNB
543
Thomasville National Bank
Georgia
$930K
ST
544
Sageworth Trust
Pennsylvania
$929K
EB
545
Eastern Bank
Massachusetts
$927K
JWM
546
Jupiter Wealth Management
Colorado
$923K
ITIM
547
Indiana Trust & Investment Management
Indiana
$916K
CGPCS
548
Capital Group Private Client Services
California
$911K
WDG
549
Wealth Dimensions Group
Ohio
$904K
TA
550
TruWealth Advisors
Louisiana
$904K