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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
TYCC
576
Texas Yale Capital Corp
Florida
$823K
DFG
577
Dupree Financial Group
Kentucky
$823K
CWM
578
Cornerstone Wealth Management
Missouri
$819K
SMFG
579
Sumitomo Mitsui Financial Group
Japan
$817K
MCM
580
M1 Capital Management
Michigan
$812K
OSAM
581
O'Shaughnessy Asset Management
Connecticut
$810K
AIMC
582
Alley Investment Management Company
Illinois
$808K
MWM
583
Modera Wealth Management
New Jersey
$808K
RWA
584
River Wealth Advisors
Pennsylvania
$806K
NFG
585
Nations Financial Group
Iowa
$804K
MBT
586
Montecito Bank & Trust
California
$793K
MIM
587
Marco Investment Management
Georgia
$793K
CIA
588
Choate Investment Advisors
Massachusetts
$780K
CCWM
589
Cassaday & Co Wealth Management
Virginia
$774K
QWM
590
Quadcap Wealth Management
Texas
$762K
SAI
591
Savvy Advisors Inc
New York
$761K
FPW
592
Flywheel Private Wealth
California
$752K
MPWT
593
MassMutual Private Wealth & Trust
Connecticut
$750K
SEIA
594
Signature Estate & Investment Advisors
California
$748K
NGA
595
Naples Global Advisors
Florida
$746K
VCM
596
Versant Capital Management
Arizona
$746K
TAM
597
TCP Asset Management
Ohio
$745K
TPA
598
Trivium Point Advisory
Connecticut
$743K
CA
599
CapWealth Advisors
Tennessee
$740K
WFA
600
WJ Financial Advisors
Connecticut
$737K