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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
TA
551
TruWealth Advisors
Louisiana
$904K
AWM
552
Able Wealth Management
New Jersey
$903K
RBFC
553
Roman Butler Fullerton & Co
Missouri
$899K
AL
554
Aspiriant LLC
California
$888K
DQRIM
555
Dale Q Rice Investment Management
Washington
$887K
FMTC
556
Farmers & Merchants Trust Company
California
$885K
WAL
557
W Advisors LLC
Tennessee
$882K
AP
558
Appleton Partners
Massachusetts
$879K
IC
559
Iconiq Capital
California
$874K
WF
560
Warner Financial
Maryland
$873K
CA
561
Capital Advantage
California
$869K
APA
562
Astoria Portfolio Advisors
New York
$868K
GRP
563
Global Retirement Partners
California
$866K
FA
564
Fagan Associates
New York
$866K
USCWA
565
U.S. Capital Wealth Advisors
Texas
$862K
FGA
566
Fortis Group Advisors
New Jersey
$859K
RPGK
567
Retirement Planning Group (Kansas)
Kansas
$858K
DIP
568
DT Investment Partners
Pennsylvania
$853K
FCFC
569
First Citizens Financial Corp
Iowa
$847K
CD
570
Chapin Davis
Maryland
$847K
GPW
571
Gentry Private Wealth
Kansas
$838K
LBC
572
Lowe Brockenbrough & Co
Virginia
$836K
GA
573
GoalVest Advisory
New York
$832K
MC
574
Moors & Cabot
Massachusetts
$831K
TWA
575
Trace Wealth Advisors
California
$825K