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iShares Select Dividend ETF

1,282 hedge funds and large institutions have $9.45B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 384 increasing their positions, 452 reducing their positions, and 55 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: $ → $

less funds holding

Funds holding:

0.17% less ownership

Funds ownership: 45.21%45.04% (-0.17%)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

15% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 452

Holders
1,282
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

Top Buyers

1 +$36.4M
2 +$16.5M
3 +$14.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$12.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.44M

Top Sellers

1 -$38.8M
2 -$27.2M
3 -$23.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
926
Provenance Wealth Advisors
Florida
$285K
SPF
927
South Plains Financial
Texas
$285K
BAM
928
Bosun Asset Management
Illinois
$284K
GP
929
Gridiron Partners
Pennsylvania
$284K
AAM
930
Augustine Asset Management
Florida
$284K
KPWG
931
KFA Private Wealth Group
Virginia
$282K
CTA
932
Colonial Trust Advisors
South Carolina
$281K
AW
933
Avion Wealth
Texas
$281K
SC
934
Sepio Capital
Utah
$281K
MWM
935
Melfa Wealth Management
Massachusetts
$281K
GWMIA
936
Global Wealth Management Investment Advisory
Florida
$281K
DWM
937
Denver Wealth Management
Colorado
$280K
FFM
938
Forum Financial Management
Illinois
$279K
SWM
939
Sterling Wealth Management
Illinois
$279K
CCA
940
Cobblestone Capital Advisors
New York
$278K
PIA
941
Perennial Investment Advisors
California
$278K
WP
942
Westmount Partners
California
$276K
SM
943
Sensible Money
Arizona
$276K
AWG
944
Altus Wealth Group
Colorado
$275K
CICC
945
Capital Investment Counsel (Colorado)
Colorado
$275K
LA
946
Legacy Advisors
Pennsylvania
$273K
SFP
947
Sterling Financial Planning
New Jersey
$273K
WCP
948
Wealthcare Capital Partners
Pennsylvania
$271K
SNBOSCI
949
Security National Bank of Sioux City Iowa
Iowa
$271K
CG
950
CFO4Life Group
Texas
$270K