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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
KF
576
Krilogy Financial
Missouri
$824K
TYCC
577
Texas Yale Capital Corp
Florida
$823K
DFG
578
Dupree Financial Group
Kentucky
$823K
CWM
579
Cornerstone Wealth Management
Missouri
$819K
SMFG
580
Sumitomo Mitsui Financial Group
Japan
$817K
MCM
581
M1 Capital Management
Michigan
$812K
OSAM
582
O'Shaughnessy Asset Management
Connecticut
$810K
AIMC
583
Alley Investment Management Company
Illinois
$808K
MWM
584
Modera Wealth Management
New Jersey
$808K
RWA
585
River Wealth Advisors
Pennsylvania
$806K
NFG
586
Nations Financial Group
Iowa
$804K
MBT
587
Montecito Bank & Trust
California
$793K
MIM
588
Marco Investment Management
Georgia
$793K
CIA
589
Choate Investment Advisors
Massachusetts
$780K
CCWM
590
Cassaday & Co Wealth Management
Virginia
$774K
QWM
591
Quadcap Wealth Management
Texas
$762K
SAI
592
Savvy Advisors Inc
New York
$761K
FPW
593
Flywheel Private Wealth
California
$752K
MPWT
594
MassMutual Private Wealth & Trust
Connecticut
$750K
SEIA
595
Signature Estate & Investment Advisors
California
$748K
NGA
596
Naples Global Advisors
Florida
$746K
VCM
597
Versant Capital Management
Arizona
$746K
TAM
598
TCP Asset Management
Ohio
$745K
TPA
599
Trivium Point Advisory
Connecticut
$743K
CA
600
CapWealth Advisors
Tennessee
$740K