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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
RTC
1126
Riverview Trust Company
Washington
$170K
WCM
1127
Westend Capital Management
California
$168K
WP
1128
WealthShield Partners
North Carolina
$168K
CTWM
1129
Cherry Tree Wealth Management
Minnesota
$163K
CWM
1130
Crowley Wealth Management
Delaware
$163K +$31.2K +225 +24%
GJIA
1131
Glass Jacobson Investment Advisors
Maryland
$162K +$1.39K +10 +0.9%
HDIM
1132
Hanson & Doremus Investment Management
Vermont
$160K
NB
1133
NBT Bank
New York
$160K
CB
1134
CNB Bank
Pennsylvania
$157K
BLC
1135
Brown, Lisle/Cummings
Rhode Island
$155K
CTB
1136
Country Trust Bank
Illinois
$155K
OSNBOA
1137
Old Second National Bank of Aurora
Illinois
$155K -$2.77K -20 -2%
RWM
1138
Rialto Wealth Management
New York
$154K
AWM
1139
Angeles Wealth Management
California
$151K -$2.77K -20 -2%
BTI
1140
Blue Trust Inc
Georgia
$151K
RPC
1141
Rossmore Private Capital
Connecticut
$149K +$145K +1,050 New
CBT
1142
Crews Bank & Trust
Florida
$148K
LWA
1143
Lowe Wealth Advisors
Maryland
$145K
FCAS
1144
First Command Advisory Services
Texas
$144K +$141K +1,015 New
AA
1145
Ancora Advisors
Ohio
$143K -$44.7K -323 -24%
PFSC
1146
Peoples Financial Services Corp
Pennsylvania
$135K
CA
1147
Crewe Advisors
Utah
$134K +$831 +6 +0.6%
AAG
1148
Armstrong Advisory Group
Massachusetts
$133K
GWM
1149
Grand Wealth Management
Michigan
$128K
FLP
1150
Financial Life Planners
Arizona
$124K +$120K +870 New