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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
DF
1001
Dunhill Financial
United Kingdom
$242K -$9.28K -67 -4%
HPBT
1002
Hickory Point Bank & Trust
Illinois
$241K
HPM
1003
Hoxton Planning & Management
West Virginia
$241K
CW
1004
Channel Wealth
California
$241K +$234K +1,693 New
TTWM
1005
TCV Trust & Wealth Management
Virginia
$240K
BPWM
1006
BCS Private Wealth Management
New Jersey
$240K +$234K +1,691 New
PSB
1007
Piscataqua Savings Bank
New Hampshire
$240K
SWP
1008
Semus Wealth Partners
Florida
$239K -$6.09K -44 -3%
SWMG
1009
Sard Wealth Management Group
Georgia
$239K +$831 +6 +0.4%
UPS
1010
UHLMANN PRICE SECURITIES
Illinois
$239K
FF
1011
Francis Financial
$238K
MC
1012
Middleton & Co
Massachusetts
$238K
GSIAS
1013
Garden State Investment Advisory Services
New Jersey
$236K +$5.54K +40 +2%
IIL
1014
Insight Inv LLC
California
$236K
KFG
1015
Kelly Financial Group
Connecticut
$236K +$230K +1,661 New
PPW
1016
Pasadena Private Wealth
California
$236K +$692 +5 +0.3%
CWM
1017
Chemistry Wealth Management
New York
$235K
WAS
1018
Wealth Advisory Solutions
Indiana
$234K
PFG
1019
Prosperity Financial Group
California
$234K
RMC
1020
Ring Mountain Capital
California
$234K -$8.17K -59 -3%
CT
1021
Clearstead Trust
Maine
$233K +$150K +1,083 +193%
MA
1022
MONECO Advisors
Connecticut
$233K +$138 +1 +0.1%
MCM
1023
Morton Capital Management
California
$233K
FMC
1024
First Merchants Corp
Indiana
$232K
ACM
1025
Allred Capital Management
Texas
$232K