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