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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
UCFA
176
United Capital Financial Advisors
Texas
$4.49M -$352K -2,541 -7%
JPLA
177
Joseph P. Lucia & Associates
New York
$4.49M -$34.1K -246 -0.8%
FWP
178
FAS Wealth Partners
Kansas
$4.45M +$480K +3,467 +12%
FTS
179
Fifth Third Securities
Ohio
$4.41M +$909K +6,562 +27%
LP
180
LGL Partners
Pennsylvania
$4.34M +$36.7K +265 +0.9%
SCA
181
St. Clair Advisors
Ohio
$4.33M -$22.9M -165,269 -84%
FB
182
Fulton Bank
Pennsylvania
$4.33M +$106K +762 +3%
SDAM
183
Shulman DeMeo Asset Management
New York
$4.3M -$9.83K -71 -0.2%
Brown Advisory
184
Brown Advisory
Maryland
$4.29M -$1.84M -13,263 -31%
TAM
185
Townsend Asset Management
North Carolina
$4.24M -$314K -2,266 -7%
OWA
186
One Wealth Advisors
California
$4.21M -$158K -1,142 -4%
HW
187
Hancock Whitney
Mississippi
$4.18M +$54.7K +395 +1%
MMA
188
Miracle Mile Advisors
California
$4.12M +$599K +4,324 +18%
SFI
189
SPC Financial Inc
Maryland
$4.1M -$1.81M -13,094 -31%
MAWCM
190
Mine & Arao Wealth Creation & Management
California
$4.09M +$24.4K +176 +0.6%
AllianceBernstein
191
AllianceBernstein
Tennessee
$4.08M -$240K -1,731 -6%
GFL
192
Granite FO LLC
New Hampshire
$4.06M
AF
193
Allworth Financial
California
$4.01M +$93.5K +675 +2%
GLLW
194
Graves Light Lenhart Wealth
Virginia
$4M -$77.6K -560 -2%
TFG
195
Taylor Financial Group
Virginia
$4M +$240K +1,733 +7%
CAL
196
Capital Analysts LLC
Pennsylvania
$3.99M +$98.2K +709 +3%
PAS
197
PKS Advisory Services
New York
$3.98M +$4.43K +32 +0.1%
JIC
198
Johnson Investment Counsel
Ohio
$3.94M +$87.4K +631 +2%
BDS
199
Banco de Sabadell
Florida
$3.91M +$28K +202 +0.7%
WAP
200
Wealthcare Advisory Partners
Pennsylvania
$3.88M +$120K +869 +3%