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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
MWPCG
1101
Measured Wealth Private Client Group
New Hampshire
$203K
GWM
1102
Gitterman Wealth Management
New Jersey
$203K
AA
1103
AJ Advisors
Tennessee
$202K
COCM
1104
Charter Oak Capital Management
New Hampshire
$202K
OFS
1105
Oldfather Financial Services
Nebraska
$202K
UF
1106
Univest Financial
Pennsylvania
$202K
RFO
1107
RiverGlades Family Offices
Florida
$200K
CAM
1108
Costello Asset Management
Pennsylvania
$199K
LFG
1109
Larson Financial Group
Missouri
$198K
BTD
1110
BankPlus Trust Department
Mississippi
$197K
AIA
1111
Armor Investment Advisors
North Carolina
$194K
CWP
1112
Concord Wealth Partners
Virginia
$188K
TIM
1113
Tortoise Investment Management
New York
$183K
CWM
1114
Cranbrook Wealth Management
Michigan
$182K
MTIC
1115
Missouri Trust & Investment Company
Missouri
$180K
NC
1116
North Capital
Utah
$180K
LI
1117
LRI Investments
Florida
$178K
Russell Investments Group
1118
Russell Investments Group
United Kingdom
$178K
SA
1119
SRH Advisors
Kansas
$175K
FFC
1120
First Financial Corp
Indiana
$172K
PWA
1121
Physician Wealth Advisors
Utah
$170K
RTC
1122
Riverview Trust Company
Washington
$170K
WCM
1123
Westend Capital Management
California
$168K
WP
1124
WealthShield Partners
North Carolina
$168K
CTWM
1125
Cherry Tree Wealth Management
Minnesota
$163K