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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
OWP
801
Obermeyer Wealth Partners
Colorado
$398K
CMP
802
Courage Miller Partners
Virginia
$397K
AFG
803
Atomi Financial Group
New York
$396K
SAM
804
Silvercrest Asset Management
New York
$393K
BWG
805
Balanced Wealth Group
Ohio
$391K
ST
806
Sentinel Trust
Texas
$391K
ABWM
807
Alpine Bank Wealth Management
Colorado
$391K
HNWA
808
Henrickson Nauta Wealth Advisors
Michigan
$389K
FPW
809
Fairvoy Private Wealth
Alabama
$389K
OC
810
Oakworth Capital
Alabama
$386K
NSAM
811
North Star Asset Management
Wisconsin
$385K
PWM
812
PMG Wealth Management
Illinois
$385K
IIC
813
Ironwood Investment Counsel
Arizona
$385K
SG
814
StoneX Group
New York
$385K
NFA
815
Northwest Financial Advisors
Virginia
$385K
IA
816
Invested Advisors
Pennsylvania
$385K
YP
817
YANKCOM Partnership
South Dakota
$384K
HAIM
818
Hunter Associates Investment Management
Pennsylvania
$383K
CWP
819
CFM Wealth Partners
Texas
$383K
LWM
820
LongView Wealth Management
Georgia
$382K
PFGIA
821
Patriot Financial Group Insurance Agency
Massachusetts
$381K
SEP
822
Southland Equity Partners
Missouri
$381K
CPA
823
Cardiff Park Advisors
California
$379K
DLHL
824
Donald L. Hagan LLC
Florida
$379K
BCM
825
Brookstone Capital Management
Illinois
$378K