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iShares Select Dividend ETF

1,301 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
1,301
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
AUB
701
Atlantic Union Bankshares
Virginia
$541K
BCG
702
Breakwater Capital Group
New Jersey
$531K
SF
703
Summit Financial
New Jersey
$531K
ML
704
Mayport LLC
Massachusetts
$529K
WPA
705
West Paces Advisors
Georgia
$528K
WFAG
706
Worth Financial Advisory Group
North Carolina
$526K
SCM
707
Schnieders Capital Management
California
$526K
HC
708
Hoese & Co
Minnesota
$525K
AI
709
Atria Investments
North Carolina
$525K
RTL
710
Red Tortoise LLC
Georgia
$517K
ICP
711
Interchange Capital Partners
Pennsylvania
$516K
FIG
712
FSA Investment Group
Florida
$516K
BSA
713
Bull Street Advisors
Georgia
$515K
PA
714
Procyon Advisors
Connecticut
$513K
CCMG
715
Clark Capital Management Group
Pennsylvania
$512K
EWA
716
Exencial Wealth Advisors
Oklahoma
$512K
TCMP
717
Thrive Capital Management (Pennsylvania)
Pennsylvania
$512K
TFM
718
TFC Financial Management
Massachusetts
$511K
WCG
719
Weaver Consulting Group
California
$511K
RL
720
Rogco LP
Oklahoma
$510K
PWM
721
Pines Wealth Management
North Carolina
$508K
NWA
722
Navis Wealth Advisors
New York
$507K
TC
723
Trilogy Capital
California
$505K
AB
724
ANB Bank
Colorado
$501K
MA
725
Mezzasalma Advisors
New Jersey
$498K