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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
FFA
901
Founders Financial Alliance
North Carolina
$307K
CWM
902
Connecticut Wealth Management
Connecticut
$306K
EWM
903
Empirical Wealth Management
Washington
$306K
CCA
904
Childress Capital Advisors
Texas
$305K
PCFFS
905
Pacific Center for Financial Services
California
$304K
ANHIM
906
Alan N. Hoffman Investment Management
Massachusetts
$303K
FWM
907
FSA Wealth Management
Massachusetts
$303K
SWM
908
Silverlake Wealth Management
Vermont
$303K
OCM
909
Orion Capital Management
California
$303K
FWTB
910
First Western Trust Bank
Colorado
$302K
AF
911
Advisornet Financial
Minnesota
$301K
IAMOG
912
Investors Asset Management of Georgia
Georgia
$300K
AWE
913
Avidian Wealth Enterprises
Texas
$300K
GHAM
914
Gilman Hill Asset Management
Connecticut
$300K
HAP
915
Harbor Asset Planning
Massachusetts
$299K
IA
916
Insight Advisors
Pennsylvania
$299K
RWM
917
Ritholtz Wealth Management
New York
$299K
TIA
918
Traphagen Investment Advisors
New Jersey
$298K
BWA
919
BlueChip Wealth Advisors
Georgia
$297K
APP
920
Avantax Planning Partners
Iowa
$296K
AT
921
American Trust
Kentucky
$296K
PWAM
922
Private Wealth Asset Management
Iowa
$295K
HFS
923
Heritage Financial Services
Massachusetts
$293K
AIA
924
Accelerate Investment Advisors
California
$293K
CIBC Asset Management
925
CIBC Asset Management
Ontario, Canada
$291K