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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
FNT
476
First National Trust
Pennsylvania
$1.19M
SIMC
477
Squire Investment Management Company
Utah
$1.19M
KMWM
478
Keudell/Morrison Wealth Management
Oregon
$1.19M
MFIM
479
Mesirow Financial Investment Management
Illinois
$1.19M
KPWS
480
Kestra Private Wealth Services
Texas
$1.18M
CCG
481
Chatham Capital Group
Georgia
$1.17M
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$1.17M
IWN
483
Independent Wealth Network
Iowa
$1.17M
ORC
484
O'Rourke & Company
Massachusetts
$1.17M
DTC
485
Davidson Trust Company
Washington
$1.17M
CPW
486
Cove Private Wealth
New York
$1.17M
BHWM
487
Bar Harbor Wealth Management
New Hampshire
$1.16M
CFS
488
Coordinated Financial Services
Colorado
$1.15M
PWP
489
Perfromance Wealth Partners
Illinois
$1.15M
TP
490
Thayer Partners
Pennsylvania
$1.15M
AI
491
Accredited Investors
Minnesota
$1.15M
GWANC
492
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.15M
BFS
493
Bradley Foster & Sargent
Connecticut
$1.15M
FWIA
494
Fort Washington Investment Advisors
Ohio
$1.14M
NFG
495
Nations Financial Group
Iowa
$1.14M
CF
496
Claris Financial
Virginia
$1.12M
CD
497
Chapin Davis
Maryland
$1.12M
AWM
498
Alterna Wealth Management
Texas
$1.12M
MIA
499
MainStreet Investment Advisors
Illinois
$1.12M
Koshinski Asset Management
500
Koshinski Asset Management
Illinois
$1.12M