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iShares Select Dividend ETF

1,299 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, 393 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: 393 | Existing positions reduced: 457

Holders
1,299
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
DADC
201
D.A. Davidson & Co
Montana
$3.87M
HH
202
Hilltop Holdings
Texas
$3.81M
Envestnet Portfolio Solutions
203
Envestnet Portfolio Solutions
Illinois
$3.76M
ATC
204
Argent Trust Co
Tennessee
$3.72M
ATPW
205
Ashton Thomas Private Wealth
Arizona
$3.71M
PFA
206
Pinnacle Family Advisors
Missouri
$3.68M
IJWM
207
Inman Jager Wealth Management
Mississippi
$3.68M
VCM
208
Virtue Capital Management
Tennessee
$3.56M
AA
209
Argent Advisors
Louisiana
$3.51M
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$3.45M
SCG
211
Sonata Capital Group
Washington
$3.4M
MWM
212
Mission Wealth Management
California
$3.38M
GPA
213
Guidance Point Advisors
Massachusetts
$3.38M
FCBT
214
First Citizens Bank & Trust
North Carolina
$3.37M
GWM
215
Geneos Wealth Management
Colorado
$3.36M
VFA
216
Valeo Financial Advisors
Indiana
$3.35M
Wealthfront Advisers
217
Wealthfront Advisers
California
$3.34M
JIC
218
Joel Isaacson & Co
New York
$3.34M
SQA
219
Simon Quick Advisors
New Jersey
$3.33M
JWA
220
JFS Wealth Advisors
Pennsylvania
$3.33M
Bessemer Group
221
Bessemer Group
New Jersey
$3.29M
WWM
222
Western Wealth Management
Colorado
$3.26M
CGH
223
CMG Global Holdings
Texas
$3.25M
WWM
224
Wolff Wiese Magana
California
$3.24M
OA
225
Operose Advisors
Wisconsin
$3.22M