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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
SI
1076
Saxon Interests
Texas
$213K
MFT
1077
Moisand Fitzgerald Tamayo
Florida
$213K
TWM
1078
Topsail Wealth Management
North Carolina
$213K
AC
1079
Asio Capital
Kentucky
$213K +$208K +1,500 New
DPI
1080
Diversified Portfolios Inc
Michigan
$213K +$208K +1,500 New
IA
1081
Intellus Advisors
Florida
$213K +$208K +1,500 New
SHGA
1082
Sand Hill Global Advisors
California
$213K +$208K +1,500 New
SAM
1083
Summit Asset Management
Tennessee
$213K +$208K +1,500 New
PRTG
1084
Post Resch Tallon Group
New York
$213K +$208K +1,500 New
LWM
1085
LJI Wealth Management
Indiana
$210K +$205K +1,481 New
SWM
1086
Segment Wealth Management
Texas
$210K +$205K +1,480 New
MYIA
1087
Mount Yale Investment Advisors
Colorado
$210K +$201K +1,450 +4,833%
CWS
1088
Confluence Wealth Services
Pennsylvania
$210K -$10.9K -79 -5%
OHWA
1089
Oak Hill Wealth Advisors
Virginia
$210K
FIA
1090
Foundations Investment Advisors
Arizona
$210K -$301K -2,173 -60%
BFG
1091
Berger Financial Group
Minnesota
$209K +$203K +1,469 New
CFO
1092
Collective Family Office
Pennsylvania
$208K +$203K +1,463 New
PWM
1093
Partners Wealth Management
California
$208K +$202K +1,460 New
Chevy Chase Trust
1094
Chevy Chase Trust
Maryland
$207K -$41.5K -300 -17%
SWRP
1095
Summit Wealth & Retirement Planning
California
$207K +$202K +1,459 New
RCA
1096
Riverview Capital Advisers
Massachusetts
$207K +$202K +1,455 New
SRC
1097
Sage Rhino Capital
California
$207K +$202K +1,455 New
BAG
1098
Bridgewealth Advisory Group
California
$206K +$201K +1,450 New
OWA
1099
Octavia Wealth Advisors
Ohio
$205K -$13.2K -95 -6%
HCA
1100
Harbour Capital Advisors
Virginia
$205K +$200K +1,441 New