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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
FFW
626
Fusion Family Wealth
New York
$688K
CAG
627
Crestwood Advisors Group
Massachusetts
$678K
PGA
628
Portland Global Advisors
Maine
$675K
CFS
629
Coordinated Financial Services
Colorado
$674K
MWM
630
MGB Wealth Management
Texas
$672K
TCOT
631
Trust Company of Toledo
Ohio
$671K
SWA
632
Strategies Wealth Advisors
Michigan
$669K
SW
633
SVB Wealth
Massachusetts
$669K
WAM
634
Weatherly Asset Management
California
$667K
BBHC
635
Brown Brothers Harriman & Co
New York
$666K
Thrivent Financial for Lutherans
636
Thrivent Financial for Lutherans
Minnesota
$666K
EWM
637
Evermay Wealth Management
Virginia
$664K
PCM
638
Prelude Capital Management
New York
$664K
WG
639
Welch Group
Alabama
$662K
MWM
640
Mascoma Wealth Management
New Hampshire
$659K
KWS
641
Keystone Wealth Services
California
$658K
BCWM
642
Bartlett & Co Wealth Management
Ohio
$658K
BW
643
BIP Wealth
Georgia
$650K
COI
644
Connable Office Inc
Michigan
$647K
SCTC
645
Sanibel Captiva Trust Company
Florida
$646K
MSWM
646
Mowery & Schoenfeld Wealth Management
Illinois
$646K
RPWA
647
Regent Peak Wealth Advisors
Georgia
$642K
SWM
648
Spire Wealth Management
Virginia
$635K
FWM
649
Fonville Wealth Management
Virginia
$634K
CIA
650
Compass Ion Advisors
Pennsylvania
$633K