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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
AFA
976
American Financial Advisors
Georgia
$262K +$277 +2 +0.1%
CWM
977
Cedar Wealth Management
California
$261K -$14.4K -104 -5%
RIL
978
Rothschild Investment LLC
Illinois
$261K
AIM
979
Anchor Investment Management
South Carolina
$261K +$2.08K +15 +0.8%
MCWS
980
McKinley Carter Wealth Services
West Virginia
$261K
BMCM
981
Bryn Mawr Capital Management
Pennsylvania
$260K +$5.54K +40 +2%
TCM
982
Triumph Capital Management
Colorado
$259K +$253K +1,826 New
LA
983
Latitude Advisors
Florida
$256K +$33.1K +239 +15%
Susquehanna International Group
984
Susquehanna International Group
Pennsylvania
$256K -$1.41M -10,206 -85%
LFA
985
Lauterbach Financial Advisors
Texas
$254K
CBT
986
CoreFirst Bank & Trust
Kansas
$253K
NG
987
Norden Group
Utah
$252K
CIG
988
Cairn Investment Group
Washington
$248K
HWP
989
Highline Wealth Partners
California
$248K +$33K +238 +16%
AF
990
AtlasMark Financial
Texas
$248K
AFG
991
Allegheny Financial Group
Pennsylvania
$246K +$692 +5 +0.3%
GPW
992
Gray Private Wealth
Massachusetts
$246K
DE
993
Diversified Enterprises
Delaware
$245K -$3.6K -26 -1%
AAS
994
Annex Advisory Services
Wisconsin
$244K
MMPW
995
Mitchell McLeod Pugh & Williams
Alabama
$243K
M
996
MOTCO
Texas
$243K
GS
997
GWN Securities
Florida
$242K -$84.5K -610 -26%
DDC
998
DF Dent & Co
Maryland
$242K
MW
999
Maia Wealth
Colorado
$242K -$20.4K -147 -8%
VT
1000
Vise Technologies
New York
$242K -$114K -821 -33%