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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
PFG
101
Pinnacle Financial Group
Illinois
$9.04M -$87.4K -631 -1%
AAIM
102
Asset Advisors Investment Management
Georgia
$8.99M -$229K -1,655 -3%
RMAM
103
Raab & Moskowitz Asset Management
New Jersey
$8.96M +$476K +3,434 +6%
SWA
104
SOA Wealth Advisors
New York
$8.92M -$961K -6,937 -10%
BFA
105
Beaumont Financial Advisors
Massachusetts
$8.62M -$162K -1,173 -2%
MA
106
Mutual Advisors
Nebraska
$8.6M -$185K -1,335 -2%
FUBT
107
First United Bank & Trust
Maryland
$8.57M +$112K +808 +1%
MHI
108
Miller Howard Investments
New York
$8.49M +$39.7K +287 +0.5%
BF
109
BOK Financial
Oklahoma
$8.43M -$408K -2,949 -5%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$8.38M +$106K +768 +1%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$8.37M +$6.28M +45,317 +334%
KWA
112
Kingswood Wealth Advisors
California
$8.34M +$262K +1,894 +3%
WMA
113
Wealth Management Associates
New Jersey
$8.33M +$138K +996 +2%
GB
114
Gunma Bank
Japan
$8.11M
VFP
115
Verus Financial Partners
Virginia
$8.1M -$187K -1,351 -2%
LF
116
Lee Financial
Texas
$7.84M -$196K -1,418 -3%
FCC
117
Florin Court Capital
United Kingdom
$7.8M -$2.6M -18,800 -26%
ANB
118
Amarillo National Bank
Texas
$7.75M -$61.5K -444 -0.8%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$7.75M +$354K +2,554 +5%
SFA
120
Sequoia Financial Advisors
Ohio
$7.59M +$693K +5,001 +10%
KIA
121
KCM Investment Advisors
California
$7.51M +$1.94K +14 +0%
Edgewood Management
122
Edgewood Management
Connecticut
$7.38M -$409K -2,955 -5%
ST
123
Smithfield Trust
Pennsylvania
$7.33M -$26.2K -189 -0.4%
CAM
124
Carret Asset Management
New York
$6.94M -$44.5K -321 -0.7%
CFG
125
Citizens Financial Group
Rhode Island
$6.75M -$515K -3,720 -7%