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