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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
AIFAIM
901
American Institute for Advanced Investment Management
Arizona
$310K
FLPIM
902
F.L. Putnam Investment Management
Massachusetts
$308K -$169K -1,218 -36%
FFA
903
Founders Financial Alliance
North Carolina
$307K +$99K +715 +49%
CWM
904
Connecticut Wealth Management
Connecticut
$306K
EWM
905
Empirical Wealth Management
Washington
$306K -$32.5K -235 -10%
CCA
906
Childress Capital Advisors
Texas
$305K +$297K +2,146 New
PCFFS
907
Pacific Center for Financial Services
California
$304K -$5.54K -40 -2%
ANHIM
908
Alan N. Hoffman Investment Management
Massachusetts
$303K
FWM
909
FSA Wealth Management
Massachusetts
$303K +$138 +1 +0%
SWM
910
Silverlake Wealth Management
Vermont
$303K -$2.35K -17 -0.8%
OCM
911
Orion Capital Management
California
$303K
FWTB
912
First Western Trust Bank
Colorado
$302K +$1.39K +10 +0.5%
AF
913
Advisornet Financial
Minnesota
$301K +$831 +6 +0.3%
IAMOG
914
Investors Asset Management of Georgia
Georgia
$300K
AWE
915
Avidian Wealth Enterprises
Texas
$300K -$38.6K -279 -12%
GHAM
916
Gilman Hill Asset Management
Connecticut
$300K
HAP
917
Harbor Asset Planning
Massachusetts
$299K +$2.63K +19 +0.9%
IA
918
Insight Advisors
Pennsylvania
$299K +$831 +6 +0.3%
RWM
919
Ritholtz Wealth Management
New York
$299K -$2.08K -15 -0.7%
TIA
920
Traphagen Investment Advisors
New Jersey
$298K +$54.3K +392 +23%
BWA
921
BlueChip Wealth Advisors
Georgia
$297K -$34.6K -250 -11%
APP
922
Avantax Planning Partners
Iowa
$296K
AT
923
American Trust
Kentucky
$296K +$13.4K +97 +5%
PWAM
924
Private Wealth Asset Management
Iowa
$295K -$108K -777 -27%
HFS
925
Heritage Financial Services
Massachusetts
$293K