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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
Bank of America
1
Bank of America
North Carolina
$1.15B +$35.5M +256,434 +3%
Morgan Stanley
2
Morgan Stanley
New York
$893M -$2.02M -14,567 -0.2%
Wells Fargo
3
Wells Fargo
California
$531M -$3.32M -23,986 -0.6%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$522M -$11.1M -80,232 -2%
Northern Trust
5
Northern Trust
Illinois
$438M -$632K -4,563 -0.1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$421M -$14M -101,318 -3%
LPL Financial
7
LPL Financial
California
$245M +$3.6M +26,024 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$238M -$21.5M -154,900 -8%
JP Morgan Chase
9
JP Morgan Chase
New York
$220M +$3.42M +24,718 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$202M -$26.5M -191,310 -12%
UBS Group
11
UBS Group
Switzerland
$164M +$14.5M +104,866 +10%
Truist Financial
12
Truist Financial
North Carolina
$162M -$3.18M -22,954 -2%
US Bancorp
13
US Bancorp
Minnesota
$161M -$1.08M -7,764 -0.7%
Raymond James Financial
14
Raymond James Financial
Florida
$151M -$1.42M -10,255 -1%
HCM
15
Howard Capital Management
Georgia
$144M
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$106M -$1.03M -7,413 -1%
Goldman Sachs
17
Goldman Sachs
New York
$98.1M +$4.23M +30,555 +5%
NCM
18
Northside Capital Management
Oregon
$93.7M -$3.3M -23,851 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$90.5M -$1.17M -8,481 -1%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$71.7M +$16.1M +116,342 +30%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$67.9M +$2.48M +17,936 +4%
Ameriprise
22
Ameriprise
Minnesota
$63.3M -$719K -5,195 -1%
Osaic Holdings
23
Osaic Holdings
Arizona
$62.1M +$11.8M +85,470 +24%
Comerica Bank
24
Comerica Bank
Texas
$61.6M -$1M -7,245 -2%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$59.4M -$288K -2,080 -0.5%