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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
PP
401
Patten & Patten
Tennessee
$1.64M
TCP
402
TMB Capital Partners
Arkansas
$1.63M
ML
403
MLP3 LLC
New Jersey
$1.63M
AWE
404
Avidian Wealth Enterprises
Texas
$1.63M
MCCP
405
Mission Creek Capital Partners
California
$1.62M
VCM
406
Viewpoint Capital Management
Washington
$1.61M
FHWM
407
Fox Hill Wealth Management
Massachusetts
$1.61M
RIA
408
Richwood Investment Advisors
Ohio
$1.6M
MWM
409
Meridian Wealth Management
Kentucky
$1.6M
CPW
410
Cove Private Wealth
New York
$1.59M
VCA
411
Verdence Capital Advisors
Maryland
$1.59M
RWP
412
RWA Wealth Partners
Massachusetts
$1.59M
RSWM
413
Robertson Stephens Wealth Management
California
$1.59M
CH
414
CDKV Holdings
Colorado
$1.59M
IFG
415
Independent Financial Group
California
$1.59M
TW
416
Tempo Wealth
Ohio
$1.59M
TWP
417
Tyche Wealth Partners
Texas
$1.58M
IAN
418
Integrated Advisors Network
Texas
$1.57M
VVP
419
Venture Visionary Partners
Ohio
$1.57M
PWP
420
Precedent Wealth Partners
Texas
$1.56M
AAMC
421
Asset Allocation & Management Company
Illinois
$1.55M
RIA
422
Regal Investment Advisors
Michigan
$1.55M
RBC
423
Romano Brothers & Co
Illinois
$1.55M
WT
424
Whittier Trust
California
$1.54M
WA
425
WBH Advisory
Maryland
$1.53M