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iShares Select Dividend ETF

1,375 hedge funds and large institutions have $10.1B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 466 increasing their positions, 376 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,375
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
CFS
501
Coordinated Financial Services
Colorado
$1.15M
PWP
502
Perfromance Wealth Partners
Illinois
$1.15M
TP
503
Thayer Partners
Pennsylvania
$1.15M
AI
504
Accredited Investors
Minnesota
$1.15M
GWANC
505
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.15M
BFS
506
Bradley Foster & Sargent
Connecticut
$1.15M
FWIA
507
Fort Washington Investment Advisors
Ohio
$1.14M
NFG
508
Nations Financial Group
Iowa
$1.14M
CF
509
Claris Financial
Virginia
$1.12M
CD
510
Chapin Davis
Maryland
$1.12M
AWM
511
Alterna Wealth Management
Texas
$1.12M
MIA
512
MainStreet Investment Advisors
Illinois
$1.12M
Koshinski Asset Management
513
Koshinski Asset Management
Illinois
$1.12M
AIC
514
Archer Investment Corporation
Indiana
$1.11M
LT
515
Legacy Trust
Michigan
$1.11M
ABC
516
Associated Banc-Corp
Wisconsin
$1.1M
CFO
517
CVA Family Office
Colorado
$1.09M
CB
518
Cadence Bank
Mississippi
$1.08M
ICM
519
Islay Capital Management
Texas
$1.08M
MA
520
MKT Advisors
California
$1.07M
BFA
521
Beacon Financial Advisory
Ohio
$1.07M
CA
522
CoreCap Advisors
Michigan
$1.06M
DW
523
Dodds Wealth
Colorado
$1.06M
PTC
524
Private Trust Company
Ohio
$1.06M
Financial Engines Advisors
525
Financial Engines Advisors
California
$1.06M