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iShares Select Dividend ETF

1,305 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, 395 increasing their positions, 458 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,937% more call options, than puts

Call options by funds: $143M | Put options by funds: $7.03M

54% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 56

6% more capital invested

Capital invested by funds: $8.98B → $9.5B (+$527M)

1% more funds holding

Funds holding: 1,2961,305 (+9)

0.01% less ownership

Funds ownership: 45.32%45.31% (-0.01%)

9% less funds holding in top 10

Funds holding in top 10: 3431 (-3)

14% less repeat investments, than reductions

Existing positions increased: 395 | Existing positions reduced: 458

Holders
1,305
Holders Change
+9
Holders Change %
+0.69%
% of All Funds
17.13%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.41%
New
86
Increased
395
Reduced
458
Closed
56
Calls
$143M
Puts
$7.03M
Net Calls
+$136M
Net Calls Change
-$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$22.8M +$519K +3,747 +2%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$22.8M +$1.19M +8,592 +6%
Mercer Global Advisors
53
Mercer Global Advisors
Colorado
$22.5M -$2.4M -17,308 -10%
FTWA
54
Fifth Third Wealth Advisors
Ohio
$21.6M +$887K +6,404 +4%
VA
55
Valmark Advisers
Ohio
$21.6M +$200K +1,446 +1%
William Blair & Company
56
William Blair & Company
Illinois
$20.9M +$1.22M +8,783 +6%
P
57
&Partners
Tennessee
$19.9M +$914K +6,600 +5%
Cerity Partners
58
Cerity Partners
New York
$18.6M -$182K -1,312 -1%
GHA
59
GW Henssler & Associates
Georgia
$18.6M +$1.33M +9,607 +8%
ASN
60
Advisory Services Network
Georgia
$18.3M +$1.87M +13,536 +12%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$18M +$1.17M +8,439 +7%
HWM
62
HB Wealth Management
Georgia
$18M -$367K -2,652 -2%
Charles Schwab
63
Charles Schwab
California
$17.8M +$1.25M +9,027 +8%
TNBTD
64
Trustmark National Bank Trust Department
Mississippi
$17.5M -$415K -2,998 -2%
CIA
65
Capital Investment Advisors
Georgia
$17.2M -$166K -1,196 -1%
KAS
66
Kestra Advisory Services
Texas
$16.9M -$1.23M -8,874 -7%
SDWIA
67
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$16.7M +$819K +5,910 +5%
IA
68
IFG Advisors
Missouri
$16M +$314K +2,266 +2%
Lido Advisors
69
Lido Advisors
California
$16M +$753K +5,439 +5%
CFB
70
Cullen/Frost Bankers
Texas
$15.8M -$245K -1,772 -2%
RRA
71
Round Rock Advisors
Connecticut
$15.4M +$467K +3,375 +3%
NAM
72
NTV Asset Management
West Virginia
$15.3M -$212K -1,530 -1%
EH
73
Equitable Holdings
New York
$15M +$298K +2,152 +2%
KL
74
KWMG LLC
Kansas
$14.6M +$314K +2,264 +2%
PFPT
75
Pinnacle Financial Partners (Tennessee)
Tennessee
$14.2M +$66.8K +482 +0.5%