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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
KWM
151
Keebeck Wealth Management
Illinois
$5.19M +$220K +1,585 +5%
IF
152
Ironwood Financial
Arizona
$5.17M +$90K +650 +2%
MCM
153
Mendel Capital Management
Arkansas
$5.17M -$104K -753 -2%
LC
154
Landaas & Company
Wisconsin
$5.1M -$136K -979 -3%
SC
155
Scotia Capital
Ontario, Canada
$5.05M +$202K +1,461 +4%
BOH
156
Bank of Hawaii
Hawaii
$5.03M +$25.5K +184 +0.5%
IAN
157
Integrated Advisors Network
Texas
$5M -$23.7K -171 -0.5%
OFG
158
Omega Financial Group
California
$4.98M -$126K -913 -3%
SB
159
SIG Brokerage
New York
$4.97M -$846K -6,109 -15%
Jones Financial Companies
160
Jones Financial Companies
Missouri
$4.96M +$1.01M +7,271 +26%
KeyBank National Association
161
KeyBank National Association
Ohio
$4.96M -$447K -3,230 -8%
BL
162
Balentine LLC
Georgia
$4.93M +$415 +3 +0%
CA
163
Clearstead Advisors
Ohio
$4.9M -$297K -2,144 -6%
MMHP
164
Murphy Middleton Hinkle & Parker
Georgia
$4.77M +$191K +1,379 +4%
MCM
165
MV Capital Management
Maryland
$4.73M -$7.34K -53 -0.2%
AFG
166
Albion Financial Group
Utah
$4.7M +$17K +123 +0.4%
FWCM
167
Ferguson Wellman Capital Management
Oregon
$4.62M -$5.26K -38 -0.1%
TWM
168
Tradition Wealth Management
Minnesota
$4.59M -$349K -2,521 -7%
KA
169
Klingman & Associates
New York
$4.59M -$55.4K -400 -1%
PA
170
Pinnacle Associates
New York
$4.59M +$7.62K +55 +0.2%
MBTD
171
Mechanics Bank - Trust Department
California
$4.56M -$1.08M -7,830 -20%
CM
172
Cornerstone Management
Georgia
$4.55M -$379K -2,736 -8%
GCA
173
Gallagher Capital Advisors
Texas
$4.54M +$2.74M +19,769 +150%
Vanguard Group
174
Vanguard Group
Pennsylvania
$4.53M +$138 +1 +0%
FAT
175
First American Trust
California
$4.5M -$142K -1,023 -3%