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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
CAG
626
Crestwood Advisors Group
Massachusetts
$678K
PGA
627
Portland Global Advisors
Maine
$675K
CFS
628
Coordinated Financial Services
Colorado
$674K
MWM
629
MGB Wealth Management
Texas
$672K
TCOT
630
Trust Company of Toledo
Ohio
$671K
SWA
631
Strategies Wealth Advisors
Michigan
$669K
SW
632
SVB Wealth
Massachusetts
$669K
WAM
633
Weatherly Asset Management
California
$667K
BBHC
634
Brown Brothers Harriman & Co
New York
$666K
Thrivent Financial for Lutherans
635
Thrivent Financial for Lutherans
Minnesota
$666K
EWM
636
Evermay Wealth Management
Virginia
$664K
PCM
637
Prelude Capital Management
New York
$664K
WG
638
Welch Group
Alabama
$662K
MWM
639
Mascoma Wealth Management
New Hampshire
$659K
KWS
640
Keystone Wealth Services
California
$658K
BCWM
641
Bartlett & Co Wealth Management
Ohio
$658K
BW
642
BIP Wealth
Georgia
$650K
COI
643
Connable Office Inc
Michigan
$647K
SCTC
644
Sanibel Captiva Trust Company
Florida
$646K
MSWM
645
Mowery & Schoenfeld Wealth Management
Illinois
$646K
RPWA
646
Regent Peak Wealth Advisors
Georgia
$642K
SWM
647
Spire Wealth Management
Virginia
$635K
FWM
648
Fonville Wealth Management
Virginia
$634K
CIA
649
Compass Ion Advisors
Pennsylvania
$633K
SWM
650
Selective Wealth Management
Virginia
$633K