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iShares Select Dividend ETF

1,299 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, 393 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: 393 | Existing positions reduced: 457

Holders
1,299
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
CSIC
876
Clifford Swan Investment Counsel
California
$332K
CG
877
Clarus Group
Texas
$331K
PFA
878
Pettinga Financial Advisors
Indiana
$330K
MCC
879
Money Concepts Capital
Florida
$330K
CBA
880
Coastal Bridge Advisors
Connecticut
$330K
AFS
881
Access Financial Services
Minnesota
$329K
CWM
882
ClientFirst Wealth Management
Arkansas
$325K
TGAM
883
TBH Global Asset Management
Tennessee
$323K
AF
884
Affiance Financial
Minnesota
$323K
OCM
885
One Capital Management
California
$322K
FFA
886
Fairfield Financial Advisors
Massachusetts
$322K
CNBOF
887
City National Bank of Florida
Florida
$322K
HWA
888
Heritage Wealth Advisors
Virginia
$321K
OCM
889
Orleans Capital Management
Louisiana
$320K
HH
890
HWG Holdings
Texas
$320K
CWM
891
Castle Wealth Management
Florida
$319K
CAC
892
Certified Advisory Corp
Florida
$318K
BIP
893
Bouvel Investment Partners
Pennsylvania
$318K
GBT
894
Grove Bank & Trust
Florida
$316K
PCWA
895
Pacific Capital Wealth Advisors
California
$314K
GAM
896
Grandview Asset Management
Pennsylvania
$313K
PMFA
897
Plante Moran Financial Advisors
Michigan
$311K
AIFAIM
898
American Institute for Advanced Investment Management
Arizona
$310K
FLPIM
899
F.L. Putnam Investment Management
Massachusetts
$308K
FFA
900
Founders Financial Alliance
North Carolina
$307K