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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
TA
776
TrueWealth Advisors
Alabama
$426K
LI
777
LifeWealth Investments
Florida
$426K
SW
778
SlateStone Wealth
Florida
$426K
ACM
779
Advisors Capital Management
New Jersey
$423K
PWM
780
Provident Wealth Management
Tennessee
$421K
NF
781
Nikulski Financial
Iowa
$421K
WPC
782
Waters Parkerson & Co
Louisiana
$421K
NAMP
783
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$421K
AFO
784
Arrowroot Family Office
California
$418K
ESB
785
Essex Savings Bank
Connecticut
$416K
BOJHT
786
Bank of Jackson Hole Trust
Wyoming
$416K
AA
787
AF Advisors
California
$414K
SCA
788
Sage Capital Advisors
South Dakota
$414K
FA
789
FC Advisory
Pennsylvania
$412K
FFIC
790
First Fiduciary Investment Counsel
Ohio
$408K
HWA
791
HCR Wealth Advisors
California
$408K
SIMG
792
Sonora Investment Management Group
Arizona
$406K
PK
793
Pflug Koory
Nebraska
$405K
BB
794
Busey Bank
Illinois
$405K
SFS
795
Stiles Financial Services
Minnesota
$405K
VIP
796
Vantage Investment Partners
Missouri
$404K
SFB
797
STAR Financial Bank
Indiana
$404K
PWM
798
PBMares Wealth Management
Virginia
$402K
BBA
799
BLB&B Advisors
Pennsylvania
$401K
DFS
800
Dixon Fnancial Services
California
$399K