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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
NIM
876
Northeast Investment Management
Massachusetts
$333K +$23.1K +167 +8%
FHC
877
First Heartland Consultants
Missouri
$332K -$16.1K -116 -5%
PFA
878
Pure Financial Advisors
California
$332K +$65.9K +476 +26%
CSIC
879
Clifford Swan Investment Counsel
California
$332K
CG
880
Clarus Group
Texas
$331K
PFA
881
Pettinga Financial Advisors
Indiana
$330K +$104K +750 +48%
MCC
882
Money Concepts Capital
Florida
$330K +$25.8K +186 +9%
CBA
883
Coastal Bridge Advisors
Connecticut
$330K
AFS
884
Access Financial Services
Minnesota
$329K
CWM
885
ClientFirst Wealth Management
Arkansas
$325K
TGAM
886
TBH Global Asset Management
Tennessee
$323K +$315K +2,276 New
AF
887
Affiance Financial
Minnesota
$323K
OCM
888
One Capital Management
California
$322K -$138 -1 -0%
FFA
889
Fairfield Financial Advisors
Massachusetts
$322K +$314K +2,267 New
CNBOF
890
City National Bank of Florida
Florida
$322K
HWA
891
Heritage Wealth Advisors
Virginia
$321K
OCM
892
Orleans Capital Management
Louisiana
$320K -$55.4K -400 -15%
HH
893
HWG Holdings
Texas
$320K
CWM
894
Castle Wealth Management
Florida
$319K
CAC
895
Certified Advisory Corp
Florida
$318K
BIP
896
Bouvel Investment Partners
Pennsylvania
$318K -$13.6K -98 -4%
GBT
897
Grove Bank & Trust
Florida
$316K -$31.3K -226 -9%
PCWA
898
Pacific Capital Wealth Advisors
California
$314K
GAM
899
Grandview Asset Management
Pennsylvania
$313K -$21.2K -153 -6%
PMFA
900
Plante Moran Financial Advisors
Michigan
$311K -$9.56K -69 -3%