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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
DWM
951
Denver Wealth Management
Colorado
$280K -$10.4K -75 -4%
FFM
952
Forum Financial Management
Illinois
$279K
SWM
953
Sterling Wealth Management
Illinois
$279K
CCA
954
Cobblestone Capital Advisors
New York
$278K -$25.2K -182 -9%
PIA
955
Perennial Investment Advisors
California
$278K -$6.23K -45 -2%
WP
956
Westmount Partners
California
$276K -$49.4K -357 -16%
SM
957
Sensible Money
Arizona
$276K -$13.3K -96 -5%
AWG
958
Altus Wealth Group
Colorado
$275K
CICC
959
Capital Investment Counsel (Colorado)
Colorado
$275K -$20.8K -150 -7%
PVI
960
Pine Valley Investments
New Jersey
$274K +$2.08K +15 +0.8%
LA
961
Legacy Advisors
Pennsylvania
$273K +$266K +1,924 New
SFP
962
Sterling Financial Planning
New Jersey
$273K
WCP
963
Wealthcare Capital Partners
Pennsylvania
$271K +$2.35K +17 +0.9%
SNBOSCI
964
Security National Bank of Sioux City Iowa
Iowa
$271K -$36K -260 -12%
CG
965
CFO4Life Group
Texas
$270K
DCM
966
Dudley Capital Management
Virginia
$270K
GD
967
Grandfield & Dodd
New York
$270K
VC
968
Vicus Capital
Pennsylvania
$268K -$1.39K -10 -0.5%
AGWCA
969
Annis Gardner Whiting Capital Advisors
Florida
$266K +$554 +4 +0.2%
DAS
970
Dynamic Advisor Solutions
Arizona
$266K -$52.6K -380 -17%
OW
971
Olistico Wealth
Oklahoma
$265K -$6.23K -45 -2%
GWP
972
Gateway Wealth Partners
Wisconsin
$264K
SPC
973
Spirepoint Private Client
Florida
$263K
BA
974
Bristlecone Advisors
Washington
$262K +$4.71K +34 +2%
OBWG
975
Onyx Bridge Wealth Group
New York
$262K +$255K +1,842 New