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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
SWM
526
Sculati Wealth Management
Michigan
$994K
GAM
527
Gotham Asset Management
New York
$992K
AF
528
Apollon Financial
South Carolina
$989K
CCB
529
Country Club Bank
Missouri
$987K
PPC
530
Park Place Capital
Alabama
$980K
VWM
531
Venturi Wealth Management
Texas
$979K
SFM
532
Signet Financial Management
New Jersey
$977K
CWG
533
Cornerstone Wealth Group
North Carolina
$972K
HA
534
Helium Advisors
Washington
$968K
MFG
535
Merit Financial Group
Georgia
$961K
LWM
536
Lakeridge Wealth Management
Ohio
$946K
CIAS
537
CBIZ Investment Advisory Services
Ohio
$945K
SSWM
538
Strait & Sound Wealth Management
California
$945K
CNBTD
539
Citizens National Bank Trust Department
Mississippi
$943K
CAAS
540
Capital Asset Advisory Services
Michigan
$943K
WA
541
WealthTrust Axiom
Pennsylvania
$934K
WPW
542
Waldron Private Wealth
Pennsylvania
$933K
AWM
543
Avior Wealth Management
Nebraska
$933K
TNB
544
Thomasville National Bank
Georgia
$930K
ST
545
Sageworth Trust
Pennsylvania
$929K
EB
546
Eastern Bank
Massachusetts
$927K
JWM
547
Jupiter Wealth Management
Colorado
$923K
ITIM
548
Indiana Trust & Investment Management
Indiana
$916K
CGPCS
549
Capital Group Private Client Services
California
$911K
WDG
550
Wealth Dimensions Group
Ohio
$904K