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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
TTWM
1001
TCV Trust & Wealth Management
Virginia
$240K
BPWM
1002
BCS Private Wealth Management
New Jersey
$240K
PSB
1003
Piscataqua Savings Bank
New Hampshire
$240K
SWP
1004
Semus Wealth Partners
Florida
$239K
SWMG
1005
Sard Wealth Management Group
Georgia
$239K
UPS
1006
UHLMANN PRICE SECURITIES
Illinois
$239K
FF
1007
Francis Financial
$238K
MC
1008
Middleton & Co
Massachusetts
$238K
GSIAS
1009
Garden State Investment Advisory Services
New Jersey
$236K
IIL
1010
Insight Inv LLC
California
$236K
KFG
1011
Kelly Financial Group
Connecticut
$236K
PPW
1012
Pasadena Private Wealth
California
$236K
CWM
1013
Chemistry Wealth Management
New York
$235K
WAS
1014
Wealth Advisory Solutions
Indiana
$234K
PFG
1015
Prosperity Financial Group
California
$234K
RMC
1016
Ring Mountain Capital
California
$234K
CT
1017
Clearstead Trust
Maine
$233K
MA
1018
MONECO Advisors
Connecticut
$233K
MCM
1019
Morton Capital Management
California
$233K
FMC
1020
First Merchants Corp
Indiana
$232K
ACM
1021
Allred Capital Management
Texas
$232K
BM
1022
Berman McAleer
Maryland
$231K
AWAG
1023
ARS Wealth Advisors Group
Florida
$231K
UIM
1024
Unified Investment Management
Georgia
$231K
DWAM
1025
Duncan Williams Asset Management
Tennessee
$231K