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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
RP
1251
Rice Partnership
Hawaii
$24.9K -$3.46K -25 -13%
TFG
1252
Team Financial Group
California
$24.5K +$138 +1 +0.6%
CA
1253
Centerpoint Advisors
Massachusetts
$24K
JWM
1254
JPL Wealth Management
Colorado
$22K +$21.5K +155 New
AA
1255
Addison Advisors
Vermont
$21.6K
EPIME
1256
Evelyn Partners Investment Management (Europe)
$21.3K
CAIM
1257
Catherine Avery Investment Management
Florida
$21.2K
NRG
1258
Nemes Rush Group
Michigan
$20.5K
KFA
1259
Kelleher Financial Advisors
New York
$20.2K +$19.7K +142 New
CMBA
1260
C.M. Bidwell & Associates
Hawaii
$19.9K
HR
1261
Howe & Rusling
New York
$18.9K +$4.57K +33 +33%
FM
1262
Family Management
New York
$18.6K
MWA
1263
Medallion Wealth Advisors
Connecticut
$18.2K
CWM
1264
Consultiva Wealth Management
Puerto Rico
$18K
ATC
1265
Advantage Trust Company
Kansas
$17.1K
FP
1266
Financial Perspectives
Minnesota
$16.3K
TFGT
1267
TS Financial Group (TSFG)
Illinois
$16K
CFFP
1268
Center for Financial Planning
Michigan
$15.8K +$6.92K +50 +82%
PAG
1269
Paladin Advisory Group
Iowa
$15.3K
FC
1270
Financial Consulate
Maryland
$14.9K +$14.5K +105 New
MSFP
1271
Mark Sheptoff Financial Planning
Connecticut
$14.2K
QPBE
1272
Quintet Private Bank (Europe)
Luxembourg
$14.2K
DAM
1273
Delta Asset Management
Tennessee
$13.9K
HFS
1274
Hughes Financial Services
Virginia
$13.6K
HWA
1275
HHM Wealth Advisors
Tennessee
$13.2K -$4.16K -30 -24%