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iShares Select Dividend ETF

1,301 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, 394 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: 394 | Existing positions reduced: 457

Holders
1,301
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
JWM
1251
JPL Wealth Management
Colorado
$22K
AA
1252
Addison Advisors
Vermont
$21.6K
EPIME
1253
Evelyn Partners Investment Management (Europe)
$21.3K
CAIM
1254
Catherine Avery Investment Management
Florida
$21.2K
NRG
1255
Nemes Rush Group
Michigan
$20.5K
KFA
1256
Kelleher Financial Advisors
New York
$20.2K
CMBA
1257
C.M. Bidwell & Associates
Hawaii
$19.9K
HR
1258
Howe & Rusling
New York
$18.9K
FM
1259
Family Management
New York
$18.6K
CWM
1260
Consultiva Wealth Management
Puerto Rico
$18K
ATC
1261
Advantage Trust Company
Kansas
$17.1K
FP
1262
Financial Perspectives
Minnesota
$16.3K
TFGT
1263
TS Financial Group (TSFG)
Illinois
$16K
CFFP
1264
Center for Financial Planning
Michigan
$15.8K
PAG
1265
Paladin Advisory Group
Iowa
$15.3K
FC
1266
Financial Consulate
Maryland
$14.9K
MSFP
1267
Mark Sheptoff Financial Planning
Connecticut
$14.2K
QPBE
1268
Quintet Private Bank (Europe)
Luxembourg
$14.2K
DAM
1269
Delta Asset Management
Tennessee
$13.9K
HFS
1270
Hughes Financial Services
Virginia
$13.6K
HWA
1271
HHM Wealth Advisors
Tennessee
$13.2K
AEPWM
1272
Atlantic Edge Private Wealth Management
Florida
$12.8K
SVCP
1273
Silicon Valley Capital Partners
California
$12.5K
SAM
1274
Smartleaf Asset Management
Massachusetts
$12.4K
RF
1275
Robbins Farley
New Hampshire
$10.7K