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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
PIA
76
Powell Investment Advisors
Florida
$13.6M
AG
77
AlTi Global
New York
$13.6M
BPA
78
Beacon Pointe Advisors
California
$13.1M
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$12.9M
MGIA
80
Moneta Group Investment Advisors
Missouri
$12.7M
CAM
81
Cresset Asset Management
Illinois
$12.6M
SPIA
82
Steward Partners Investment Advisory
New York
$12.5M
MML Investors Services
83
MML Investors Services
Massachusetts
$12.2M
JWM
84
JGP Wealth Management
Oregon
$12.1M
MCM
85
MAI Capital Management
Ohio
$12M
DC
86
Davenport & Co
Virginia
$12M
Corient Private Wealth
87
Corient Private Wealth
Florida
$11.9M
NA
88
NewEdge Advisors
Louisiana
$11.6M
NSIM
89
North Star Investment Management
Illinois
$11.1M
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$10.6M
AIM
91
Allen Investment Management
New York
$10.4M
SIAP
92
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10.1M
SA
93
Sanctuary Advisors
Indiana
$9.78M
ONB
94
Old National Bancorp
Indiana
$9.75M
IWC
95
Integrated Wealth Concepts
Massachusetts
$9.68M
WLIM
96
White Lighthouse Investment Management
Massachusetts
$9.63M
Pathstone Holdings
97
Pathstone Holdings
New Jersey
$9.46M
DBIA
98
Dumont & Blake Investment Advisors
New Jersey
$9.33M
LW
99
Linscomb Wealth
Texas
$9.33M
TPCW
100
TD Private Client Wealth
New York
$9.18M