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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
SVWAG
426
Sound View Wealth Advisors Group
Georgia
$1.52M
XF
427
XML Financial
Maryland
$1.52M
FFS
428
Founders Financial Securities
Maryland
$1.52M
ALA
429
Atlas Legacy Advisors
California
$1.51M
TPI
430
Trust Point Inc
Wisconsin
$1.5M
WIC
431
Woodmont Investment Counsel
Tennessee
$1.49M
PS
432
Planned Solutions
California
$1.47M
CFS
433
Coordinated Financial Services
Colorado
$1.47M
BAM
434
Belpointe Asset Management
Nevada
$1.46M
WWC
435
Waypoint Wealth Counsel
Georgia
$1.45M
RPCONE
436
Retirement Planning Company of New England
Rhode Island
$1.44M
HPC
437
HM Payson & Co
Maine
$1.43M
WF
438
Welch & Forbes
Massachusetts
$1.43M
FFN
439
Focus Financial Network
Minnesota
$1.43M
OAM
440
Occidental Asset Management
California
$1.42M
IWP
441
Invenio Wealth Partners
Florida
$1.42M
MIA
442
MainStreet Investment Advisors
Illinois
$1.42M
DWM
443
Dakota Wealth Management
Florida
$1.41M
TCIIS
444
TIAA-CREF Individual & Institutional Services
New York
$1.41M
GC
445
Grimes & Company
Massachusetts
$1.4M
KPWS
446
Kestra Private Wealth Services
Texas
$1.4M
SIP
447
Snowwater Investment Partners
Connecticut
$1.4M
PCG
448
Prosperity Consulting Group
Maryland
$1.4M
MFIM
449
Mesirow Financial Investment Management
Illinois
$1.39M
AAG
450
Asset Advisory Group
New Jersey
$1.39M