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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
AEPWM
1276
Atlantic Edge Private Wealth Management
Florida
$12.8K
SVCP
1277
Silicon Valley Capital Partners
California
$12.5K -$28.3K -204 -70%
SAM
1278
Smartleaf Asset Management
Massachusetts
$12.4K +$12.2K +88 New
MDCM
1279
Morgan Dempsey Capital Management
Wisconsin
$10.7K
RF
1280
Robbins Farley
New Hampshire
$10.7K
TCM
1281
TD Capital Management
Tennessee
$10.6K
IWM
1282
Inlight Wealth Management
Georgia
$10.4K
CIR
1283
Clear Investment Research
Georgia
$10.4K +$10.1K +73 New
RBC
1284
Roble Belko & Company
Pennsylvania
$10K
PS
1285
PayPay Securities
Japan
$9.96K +$9.7K +70 New
PGAM
1286
Princeton Global Asset Management
New Jersey
$9.95K
AFWM
1287
Abich Financial Wealth Management
Virginia
$8.95K +$8.72K +63 New
RFA
1288
Register Financial Advisors
Georgia
$7.91K +$138 +1 +2%
CFP
1289
Comprehensive Financial Planning
Pennsylvania
$7.53K
PWMG
1290
Prestige Wealth Management Group
New Jersey
$7.39K
SIS
1291
Strategic Investment Solutions
Illinois
$7.11K
GF
1292
GGM Financials
Ohio
$6.91K +$6.79K +49 New
BC
1293
Broadwater Capital
Massachusetts
$5.97K -$767K -5,536 -99%
RFP
1294
Root Financial Partners
California
$5.26K +$5.12K +37 New
BWAM
1295
Boyd Watterson Asset Management
Ohio
$4.97K +$4.85K +35 New
GWSA
1296
Global Wealth Strategies & Associates
Colorado
$3.84K +$3.74K +27 New
CVM
1297
Cheviot Value Management
California
$3.82K
BL
1298
BFSG LLC
California
$3.55K
RS
1299
Rakuten Securities
Japan
$3.41K +$1.8K +13 +118%
CPBTD
1300
Central Pacific Bank - Trust Division
Hawaii
$2.56K