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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
SWM
651
Selective Wealth Management
Virginia
$633K
LNB
652
Ledyard National Bank
$633K
SC
653
SouthState Corp
Florida
$632K
AG
654
Ascent Group
Virginia
$630K
DP
655
Dearborn Partners
Illinois
$627K
IRC
656
Investors Research Corp
Georgia
$627K
HWA
657
Heartwood Wealth Advisors
Virginia
$627K
KWM
658
Kingsview Wealth Management
Oregon
$624K
SFS
659
Summit Financial Strategies
Ohio
$624K
CFP
660
Catalyst Financial Partners
Massachusetts
$624K
SW
661
SkyOak Wealth
Michigan
$621K
HIP
662
HUB Investment Partners
Texas
$618K
PCA
663
Purkiss Capital Advisors
Connecticut
$617K
Q1WB
664
Quest 10 Wealth Builders
Virginia
$614K
LNWWM
665
Laird Norton Wetherby Wealth Management
California
$610K
AF
666
Alerus Financial
North Dakota
$610K
AMCA
667
Arthur M. Cohen & Associates
Illinois
$607K
FG
668
Fiduciary Group
Georgia
$606K
BAM
669
Bellevue Asset Management
Washington
$601K
KWM
670
KFG Wealth Management
Indiana
$600K
RCG
671
Regatta Capital Group
California
$592K
MFS
672
Madrona Financial Services
Washington
$590K
AC
673
Apella Capital
Connecticut
$590K
SWM
674
Steinberganna Wealth Management
New York
$586K
CF
675
Centaurus Financial
California
$585K