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iShares Select Dividend ETF

1,347 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 459 increasing their positions, 373 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$109M
Puts
$10.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMC
426
Smith, Moore & Co
Missouri
$1.41M
STA
427
Summit Trail Advisors
New York
$1.41M
WWC
428
Waypoint Wealth Counsel
Georgia
$1.41M
TPI
429
Trust Point Inc
Wisconsin
$1.4M
AWMG
430
ADG Wealth Management Group
Louisiana
$1.4M
CWM
431
Challenger Wealth Management
California
$1.4M
FTUS
432
Flow Traders U.S.
New York
$1.39M
WIC
433
Woodmont Investment Counsel
Tennessee
$1.38M
PS
434
Planned Solutions
California
$1.37M
BAM
435
Belpointe Asset Management
Nevada
$1.37M
JAG
436
Journey Advisory Group
Kentucky
$1.37M
CH
437
CDKV Holdings
Colorado
$1.36M
AWM
438
AE Wealth Management
Kansas
$1.34M
SC
439
Savant Capital
Illinois
$1.34M
RPCONE
440
Retirement Planning Company of New England
Rhode Island
$1.33M
HPC
441
HM Payson & Co
Maine
$1.33M
WF
442
Welch & Forbes
Massachusetts
$1.33M
FCH
443
Freestone Capital Holdings
Washington
$1.33M
AWM
444
Apollon Wealth Management
South Carolina
$1.33M
OAM
445
Occidental Asset Management
California
$1.33M
TAM
446
Titleist Asset Management
Texas
$1.31M
PCG
447
Prosperity Consulting Group
Maryland
$1.31M
SIP
448
Snowwater Investment Partners
Connecticut
$1.31M
GC
449
Grimes & Company
Massachusetts
$1.3M
AGWCA
450
Annis Gardner Whiting Capital Advisors
Florida
$1.3M