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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
WFA
601
WJ Financial Advisors
Connecticut
$737K
First Manhattan
602
First Manhattan
New York
$736K
LWL
603
Leo Wealth LLC
Texas
$734K
JIR
604
James Investment Research
Ohio
$733K
DWP
605
Daymark Wealth Partners
Ohio
$732K
JHCP
606
Jackson Hole Capital Partners
Oklahoma
$729K
IP
607
Ignite Planners
California
$729K
WP
608
WealthPLAN Partners
Nebraska
$728K
GSB
609
Greenfield Savings Bank
Massachusetts
$728K
ETC
610
Exchange Traded Concepts
Oklahoma
$725K
OPAM
611
Ocean Park Asset Management
California
$720K
JWS
612
Juncture Wealth Strategies
Arizona
$717K
LPAM
613
Lodestar Private Asset Management
California
$715K
NEPWA
614
New England Private Wealth Advisors
Massachusetts
$713K
AFP
615
Ausdal Financial Partners
Iowa
$713K
GT
616
Greenleaf Trust
Michigan
$708K
TCOV
617
Trust Company of Vermont
Vermont
$707K
AGC
618
Aspen Grove Capital
Colorado
$706K
RSF
619
Rik Saylor Financial
Ohio
$703K
NFTC
620
North Forty Two & Co
Oregon
$697K
MF
621
Montis Financial
Massachusetts
$696K
GVAG
622
Great Valley Advisor Group
Delaware
$696K
DT
623
Diversified Trust
Tennessee
$693K
BFC
624
Bedel Financial Consulting
Indiana
$689K
WIM
625
Warwick Investment Management
Texas
$689K