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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
PFBT
1026
Parkside Financial Bank & Trust
Missouri
$231K
1NWS
1027
1 North Wealth Services
Maryland
$231K
PFM
1028
Phillips Financial Management
Indiana
$231K
TAM
1029
Tucker Asset Management
Colorado
$230K
VWA
1030
Visionary Wealth Advisors
Illinois
$230K
DJSG
1031
D.J. St. Germain
Massachusetts
$230K
FDDB
1032
Fidelity D&D Bancorp
Pennsylvania
$229K
SWP
1033
Sagespring Wealth Partners
Tennessee
$229K
CA
1034
Crumly & Associates
Illinois
$228K
TCM
1035
TABR Capital Management
California
$228K
FCM
1036
Firestone Capital Management
Florida
$228K
AWA
1037
ARQ Wealth Advisors
Arizona
$227K
CCM
1038
Carderock Capital Management
Maryland
$227K
OFO
1039
OneAscent Family Office
Alabama
$227K
ATS
1040
Ashton Thomas Securities
New York
$227K
CT
1041
Colonial Trust
South Carolina
$227K
MFG
1042
Mustico Financial Group
New York
$226K
UAS
1043
United Asset Strategies
New York
$226K
AWA
1044
Adapt Wealth Advisors
Georgia
$226K
KOMWMG
1045
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$224K
FGWP
1046
Founders Grove Wealth Partners
Virginia
$224K
HWM
1047
Howard Wealth Management
Connecticut
$224K
WCP
1048
Wick Capital Partners
Pennsylvania
$224K
SFA
1049
Seneca Financial Advisors
New York
$224K
VHAM
1050
Van Hulzen Asset Management
California
$223K