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iShares Select Dividend ETF

1,292 hedge funds and large institutions have $9.47B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 388 increasing their positions, 455 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:

0.11% less ownership

Funds ownership: 45.25%45.14% (-0.11%)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

15% less repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 455

Holders
1,292
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

Top Buyers

1 +$36.4M
2 +$16.5M
3 +$14.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$12.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.44M

Top Sellers

1 -$38.8M
2 -$27.2M
3 -$23.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
626
MGB Wealth Management
Texas
$672K
TCOT
627
Trust Company of Toledo
Ohio
$671K
SWA
628
Strategies Wealth Advisors
Michigan
$669K
SW
629
SVB Wealth
Massachusetts
$669K
WAM
630
Weatherly Asset Management
California
$667K
BBHC
631
Brown Brothers Harriman & Co
New York
$666K
Thrivent Financial for Lutherans
632
Thrivent Financial for Lutherans
Minnesota
$666K
EWM
633
Evermay Wealth Management
Virginia
$664K
PCM
634
Prelude Capital Management
New York
$664K
WG
635
Welch Group
Alabama
$662K
MWM
636
Mascoma Wealth Management
New Hampshire
$659K
KWS
637
Keystone Wealth Services
California
$658K
BCWM
638
Bartlett & Co Wealth Management
Ohio
$658K
BW
639
BIP Wealth
Georgia
$650K
COI
640
Connable Office Inc
Michigan
$647K
SCTC
641
Sanibel Captiva Trust Company
Florida
$646K
MSWM
642
Mowery & Schoenfeld Wealth Management
Illinois
$646K
RPWA
643
Regent Peak Wealth Advisors
Georgia
$642K
SWM
644
Spire Wealth Management
Virginia
$635K
FWM
645
Fonville Wealth Management
Virginia
$634K
CIA
646
Compass Ion Advisors
Pennsylvania
$633K
SWM
647
Selective Wealth Management
Virginia
$633K
LNB
648
Ledyard National Bank
$633K
SC
649
SouthState Corp
Florida
$632K
AG
650
Ascent Group
Virginia
$630K