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iShares Select Dividend ETF

1,394 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 444 increasing their positions, 432 reducing their positions, and 59 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 funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 432

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$209M)

0.9% less ownership

Funds ownership: 47.05%46.15% (-0.9%)

Holders
1,394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$179M
Puts
$89.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
351
Tempus Wealth Planning
California
$1.98M
PS
352
Principal Securities
Iowa
$1.98M
HIA
353
Harbor Investment Advisory
Maryland
$1.97M
BEI
354
Benjamin Edwards Inc
Missouri
$1.97M
PWM
355
Perigon Wealth Management
California
$1.97M
PFA
356
Perryman Financial Advisory
Texas
$1.95M
IAG
357
Investment Advisory Group
Massachusetts
$1.94M
IAIM
358
International Assets Investment Management
Florida
$1.94M
ES
359
Eagle Strategies
New York
$1.93M
OA
360
Oxbow Advisors
Texas
$1.91M
APA
361
Astoria Portfolio Advisors
New York
$1.91M
NL
362
NWAM LLC
Washington
$1.91M
SC
363
Savant Capital
Illinois
$1.91M
CRC
364
Curi RMB Capital
Illinois
$1.9M
OPCM
365
Osborne Partners Capital Management
California
$1.9M
PI
366
PFG Investments
New York
$1.89M
SB
367
Simmons Bank
Arkansas
$1.88M
HCM
368
Hicks Capital Management
Ohio
$1.88M
NCM
369
NCM Capital Management
New Jersey
$1.86M
AWMG
370
ADG Wealth Management Group
Louisiana
$1.85M
WAM
371
Weinberger Asset Management
California
$1.84M
MPWT
372
MassMutual Private Wealth & Trust
Connecticut
$1.83M
CCG
373
Cypress Capital Group
Florida
$1.83M
CT
374
Caldwell Trust
Florida
$1.81M
FCP
375
Fidelis Capital Partners
Florida
$1.81M