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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
PIA
76
Powell Investment Advisors
Florida
$13.6M +$74.4K +537 +0.6%
AG
77
AlTi Global
New York
$13.6M -$1.59M -11,450 -11%
BPA
78
Beacon Pointe Advisors
California
$13.1M -$418K -3,017 -3%
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$12.9M +$29.1K +210 +0.2%
MGIA
80
Moneta Group Investment Advisors
Missouri
$12.7M +$230K +1,662 +2%
CAM
81
Cresset Asset Management
Illinois
$12.6M +$323K +2,335 +3%
SPIA
82
Steward Partners Investment Advisory
New York
$12.5M -$346K -2,500 -3%
MML Investors Services
83
MML Investors Services
Massachusetts
$12.2M -$102K -739 -0.9%
JWM
84
JGP Wealth Management
Oregon
$12.1M -$183K -1,324 -2%
MCM
85
MAI Capital Management
Ohio
$12M +$131K +943 +1%
DC
86
Davenport & Co
Virginia
$12M +$1.86M +13,400 +19%
Corient Private Wealth
87
Corient Private Wealth
Florida
$11.9M -$788K -5,692 -6%
NA
88
NewEdge Advisors
Louisiana
$11.6M +$547K +3,953 +5%
NSIM
89
North Star Investment Management
Illinois
$11.1M -$3.19K -23 -0%
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$10.6M +$5.21M +37,651 +102%
AIM
91
Allen Investment Management
New York
$10.4M
SIAP
92
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10.1M +$15.5K +112 +0.2%
SA
93
Sanctuary Advisors
Indiana
$9.78M +$2.81M +20,271 +42%
ONB
94
Old National Bancorp
Indiana
$9.75M +$113K +816 +1%
IWC
95
Integrated Wealth Concepts
Massachusetts
$9.68M +$472K +3,406 +5%
WLIM
96
White Lighthouse Investment Management
Massachusetts
$9.63M +$119K +859 +1%
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$9.46M +$496K +3,581 +6%
DBIA
98
Dumont & Blake Investment Advisors
New Jersey
$9.33M -$24K -173 -0.3%
LW
99
Linscomb Wealth
Texas
$9.33M -$326K -2,357 -3%
TPCW
100
TD Private Client Wealth
New York
$9.18M +$610K +4,403 +7%