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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
AFC
1101
AFT Forsyth & Company
Florida
$205K +$200K +1,441 New
RB
1102
Renasant Bank
Mississippi
$205K -$75.5K -545 -27%
FMN
1103
Financial Management Network
California
$204K +$198K +1,430 New
SL
1104
Salomon & Ludwin
Virginia
$204K +$146K +1,056 +287%
MWPCG
1105
Measured Wealth Private Client Group
New Hampshire
$203K +$198K +1,431 New
GWM
1106
Gitterman Wealth Management
New Jersey
$203K
AA
1107
AJ Advisors
Tennessee
$202K -$23.7K -171 -11%
COCM
1108
Charter Oak Capital Management
New Hampshire
$202K +$197K +1,422 New
OFS
1109
Oldfather Financial Services
Nebraska
$202K +$197K +1,420 New
UF
1110
Univest Financial
Pennsylvania
$202K +$197K +1,419 New
RFO
1111
RiverGlades Family Offices
Florida
$200K +$195K +1,410 New
CAM
1112
Costello Asset Management
Pennsylvania
$199K +$1.39K +10 +0.7%
LFG
1113
Larson Financial Group
Missouri
$198K +$831 +6 +0.4%
BTD
1114
BankPlus Trust Department
Mississippi
$197K
AIA
1115
Armor Investment Advisors
North Carolina
$194K -$201K -1,449 -52%
CWP
1116
Concord Wealth Partners
Virginia
$188K +$1.52K +11 +0.8%
TIM
1117
Tortoise Investment Management
New York
$183K -$8.86K -64 -5%
CWM
1118
Cranbrook Wealth Management
Michigan
$182K
MTIC
1119
Missouri Trust & Investment Company
Missouri
$180K
NC
1120
North Capital
Utah
$180K +$138 +1 +0.1%
LI
1121
LRI Investments
Florida
$178K
Russell Investments Group
1122
Russell Investments Group
United Kingdom
$178K -$8.59K -62 -5%
SA
1123
SRH Advisors
Kansas
$175K
FFC
1124
First Financial Corp
Indiana
$172K
PWA
1125
Physician Wealth Advisors
Utah
$170K