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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
DADC
201
D.A. Davidson & Co
Montana
$3.87M +$328K +2,365 +10%
HH
202
Hilltop Holdings
Texas
$3.81M +$97.9K +707 +3%
Envestnet Portfolio Solutions
203
Envestnet Portfolio Solutions
Illinois
$3.76M +$399K +2,881 +12%
ATC
204
Argent Trust Co
Tennessee
$3.72M -$16.5K -119 -0.5%
ATPW
205
Ashton Thomas Private Wealth
Arizona
$3.71M +$374K +2,698 +12%
PFA
206
Pinnacle Family Advisors
Missouri
$3.68M +$35.9K +259 +1%
IJWM
207
Inman Jager Wealth Management
Mississippi
$3.68M -$192K -1,385 -5%
VCM
208
Virtue Capital Management
Tennessee
$3.56M +$740K +5,346 +90%
AA
209
Argent Advisors
Louisiana
$3.51M +$128K +927 +4%
Kayne Anderson Rudnick Investment Management
210
Kayne Anderson Rudnick Investment Management
California
$3.45M -$400K -2,887 -11%
SCG
211
Sonata Capital Group
Washington
$3.4M -$15.1K -109 -0.5%
MWM
212
Mission Wealth Management
California
$3.38M -$27.3K -197 -0.8%
GPA
213
Guidance Point Advisors
Massachusetts
$3.38M -$180K -1,299 -5%
FCBT
214
First Citizens Bank & Trust
North Carolina
$3.37M +$35K +253 +1%
GWM
215
Geneos Wealth Management
Colorado
$3.36M -$416K -3,006 -11%
VFA
216
Valeo Financial Advisors
Indiana
$3.35M -$23.5K -170 -0.7%
Wealthfront Advisers
217
Wealthfront Advisers
California
$3.34M +$254K +1,837 +8%
JIC
218
Joel Isaacson & Co
New York
$3.34M +$831 +6 +0%
SQA
219
Simon Quick Advisors
New Jersey
$3.33M
JWA
220
JFS Wealth Advisors
Pennsylvania
$3.33M +$7.62K +55 +0.2%
Bessemer Group
221
Bessemer Group
New Jersey
$3.29M -$1.47M -10,612 -31%
WWM
222
Western Wealth Management
Colorado
$3.26M -$72.2K -521 -2%
CGH
223
CMG Global Holdings
Texas
$3.25M +$120K +869 +4%
WWM
224
Wolff Wiese Magana
California
$3.24M -$32.5K -235 -1%
OA
225
Operose Advisors
Wisconsin
$3.22M +$24.4K +176 +0.8%