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iShares Select Dividend ETF

1,282 hedge funds and large institutions have $9.45B invested in iShares Select Dividend ETF in 2025 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 384 increasing their positions, 452 reducing their positions, and 55 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: $ → $

less funds holding

Funds holding:

0.17% less ownership

Funds ownership: 45.21%45.04% (-0.17%)

6% less funds holding in top 10

Funds holding in top 10: 3331 (-2)

15% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 452

Holders
1,282
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

Top Buyers

1 +$36.4M
2 +$16.5M
3 +$14.9M
4
Osaic Holdings
Osaic Holdings
Arizona
+$12.1M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.44M

Top Sellers

1 -$38.8M
2 -$27.2M
3 -$23.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$22M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Chemistry Wealth Management
New York
$235K
WAS
1002
Wealth Advisory Solutions
Indiana
$234K
PFG
1003
Prosperity Financial Group
California
$234K
RMC
1004
Ring Mountain Capital
California
$234K
CT
1005
Clearstead Trust
Maine
$233K
MA
1006
MONECO Advisors
Connecticut
$233K
MCM
1007
Morton Capital Management
California
$233K
FMC
1008
First Merchants Corp
Indiana
$232K
ACM
1009
Allred Capital Management
Texas
$232K
BM
1010
Berman McAleer
Maryland
$231K
AWAG
1011
ARS Wealth Advisors Group
Florida
$231K
UIM
1012
Unified Investment Management
Georgia
$231K
DWAM
1013
Duncan Williams Asset Management
Tennessee
$231K
PFBT
1014
Parkside Financial Bank & Trust
Missouri
$231K
1NWS
1015
1 North Wealth Services
Maryland
$231K
PFM
1016
Phillips Financial Management
Indiana
$231K
VWA
1017
Visionary Wealth Advisors
Illinois
$230K
DJSG
1018
D.J. St. Germain
Massachusetts
$230K
FDDB
1019
Fidelity D&D Bancorp
Pennsylvania
$229K
SWP
1020
Sagespring Wealth Partners
Tennessee
$229K
CA
1021
Crumly & Associates
Illinois
$228K
TCM
1022
TABR Capital Management
California
$228K
FCM
1023
Firestone Capital Management
Florida
$228K
CCM
1024
Carderock Capital Management
Maryland
$227K
AWA
1025
ARQ Wealth Advisors
Arizona
$227K