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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
SWM
951
Sterling Wealth Management
Illinois
$279K
CCA
952
Cobblestone Capital Advisors
New York
$278K
PIA
953
Perennial Investment Advisors
California
$278K
WP
954
Westmount Partners
California
$276K
SM
955
Sensible Money
Arizona
$276K
AWG
956
Altus Wealth Group
Colorado
$275K
CICC
957
Capital Investment Counsel (Colorado)
Colorado
$275K
PVI
958
Pine Valley Investments
New Jersey
$274K
LA
959
Legacy Advisors
Pennsylvania
$273K
SFP
960
Sterling Financial Planning
New Jersey
$273K
WCP
961
Wealthcare Capital Partners
Pennsylvania
$271K
SNBOSCI
962
Security National Bank of Sioux City Iowa
Iowa
$271K
CG
963
CFO4Life Group
Texas
$270K
DCM
964
Dudley Capital Management
Virginia
$270K
GD
965
Grandfield & Dodd
New York
$270K
VC
966
Vicus Capital
Pennsylvania
$268K
AGWCA
967
Annis Gardner Whiting Capital Advisors
Florida
$266K
DAS
968
Dynamic Advisor Solutions
Arizona
$266K
OW
969
Olistico Wealth
Oklahoma
$265K
GWP
970
Gateway Wealth Partners
Wisconsin
$264K
SPC
971
Spirepoint Private Client
Florida
$263K
BA
972
Bristlecone Advisors
Washington
$262K
OBWG
973
Onyx Bridge Wealth Group
New York
$262K
AFA
974
American Financial Advisors
Georgia
$262K
CWM
975
Cedar Wealth Management
California
$261K