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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
PFG
101
Pinnacle Financial Group
Illinois
$9.04M
AAIM
102
Asset Advisors Investment Management
Georgia
$8.99M
RMAM
103
Raab & Moskowitz Asset Management
New Jersey
$8.96M
SWA
104
SOA Wealth Advisors
New York
$8.92M
BFA
105
Beaumont Financial Advisors
Massachusetts
$8.62M
MA
106
Mutual Advisors
Nebraska
$8.6M
FUBT
107
First United Bank & Trust
Maryland
$8.57M
MHI
108
Miller Howard Investments
New York
$8.49M
BF
109
BOK Financial
Oklahoma
$8.43M
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$8.38M
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$8.37M
KWA
112
Kingswood Wealth Advisors
California
$8.34M
WMA
113
Wealth Management Associates
New Jersey
$8.33M
GB
114
Gunma Bank
Japan
$8.11M
VFP
115
Verus Financial Partners
Virginia
$8.1M
LF
116
Lee Financial
Texas
$7.84M
FCC
117
Florin Court Capital
United Kingdom
$7.8M
ANB
118
Amarillo National Bank
Texas
$7.75M
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$7.75M
SFA
120
Sequoia Financial Advisors
Ohio
$7.59M
KIA
121
KCM Investment Advisors
California
$7.51M
Edgewood Management
122
Edgewood Management
Connecticut
$7.38M
ST
123
Smithfield Trust
Pennsylvania
$7.33M
CAM
124
Carret Asset Management
New York
$6.94M
CFG
125
Citizens Financial Group
Rhode Island
$6.75M