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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
EPIME
1251
Evelyn Partners Investment Management (Europe)
$21.3K
CAIM
1252
Catherine Avery Investment Management
Florida
$21.2K
NRG
1253
Nemes Rush Group
Michigan
$20.5K
KFA
1254
Kelleher Financial Advisors
New York
$20.2K
CMBA
1255
C.M. Bidwell & Associates
Hawaii
$19.9K
HR
1256
Howe & Rusling
New York
$18.9K
FM
1257
Family Management
New York
$18.6K
CWM
1258
Consultiva Wealth Management
Puerto Rico
$18K
ATC
1259
Advantage Trust Company
Kansas
$17.1K
FP
1260
Financial Perspectives
Minnesota
$16.3K
TFGT
1261
TS Financial Group (TSFG)
Illinois
$16K
CFFP
1262
Center for Financial Planning
Michigan
$15.8K
PAG
1263
Paladin Advisory Group
Iowa
$15.3K
FC
1264
Financial Consulate
Maryland
$14.9K
MSFP
1265
Mark Sheptoff Financial Planning
Connecticut
$14.2K
QPBE
1266
Quintet Private Bank (Europe)
Luxembourg
$14.2K
DAM
1267
Delta Asset Management
Tennessee
$13.9K
HFS
1268
Hughes Financial Services
Virginia
$13.6K
HWA
1269
HHM Wealth Advisors
Tennessee
$13.2K
AEPWM
1270
Atlantic Edge Private Wealth Management
Florida
$12.8K
SVCP
1271
Silicon Valley Capital Partners
California
$12.5K
SAM
1272
Smartleaf Asset Management
Massachusetts
$12.4K
RF
1273
Robbins Farley
New Hampshire
$10.7K
MDCM
1274
Morgan Dempsey Capital Management
Wisconsin
$10.7K
TCM
1275
TD Capital Management
Tennessee
$10.6K