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iShares Select Dividend ETF

1,301 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, 394 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: 394 | Existing positions reduced: 457

Holders
1,301
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
SL
1101
Salomon & Ludwin
Virginia
$204K
MWPCG
1102
Measured Wealth Private Client Group
New Hampshire
$203K
GWM
1103
Gitterman Wealth Management
New Jersey
$203K
AA
1104
AJ Advisors
Tennessee
$202K
COCM
1105
Charter Oak Capital Management
New Hampshire
$202K
OFS
1106
Oldfather Financial Services
Nebraska
$202K
UF
1107
Univest Financial
Pennsylvania
$202K
RFO
1108
RiverGlades Family Offices
Florida
$200K
CAM
1109
Costello Asset Management
Pennsylvania
$199K
LFG
1110
Larson Financial Group
Missouri
$198K
BTD
1111
BankPlus Trust Department
Mississippi
$197K
AIA
1112
Armor Investment Advisors
North Carolina
$194K
CWP
1113
Concord Wealth Partners
Virginia
$188K
TIM
1114
Tortoise Investment Management
New York
$183K
CWM
1115
Cranbrook Wealth Management
Michigan
$182K
MTIC
1116
Missouri Trust & Investment Company
Missouri
$180K
NC
1117
North Capital
Utah
$180K
LI
1118
LRI Investments
Florida
$178K
Russell Investments Group
1119
Russell Investments Group
United Kingdom
$178K
SA
1120
SRH Advisors
Kansas
$175K
FFC
1121
First Financial Corp
Indiana
$172K
PWA
1122
Physician Wealth Advisors
Utah
$170K
RTC
1123
Riverview Trust Company
Washington
$170K
WCM
1124
Westend Capital Management
California
$168K
WP
1125
WealthShield Partners
North Carolina
$168K