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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
CL
551
Cabana LLC
Arkansas
$962K
D.E. Shaw & Co
552
D.E. Shaw & Co
New York
$956K
CIAS
553
CBIZ Investment Advisory Services
Ohio
$943K
AWM
554
Able Wealth Management
New Jersey
$943K
NLP
555
Next Level Private
New York
$943K
SSWM
556
Strait & Sound Wealth Management
California
$937K
CWG
557
Cornerstone Wealth Group
North Carolina
$934K
WA
558
WealthTrust Axiom
Pennsylvania
$928K
TNB
559
Thomasville National Bank
Georgia
$923K
ST
560
Sageworth Trust
Pennsylvania
$923K
RBFC
561
Roman Butler Fullerton & Co
Missouri
$923K
CLIP
562
Colter Lewis Investment Partners
Connecticut
$922K
MFG
563
Merit Financial Group
Georgia
$913K
CGPCS
564
Capital Group Private Client Services
California
$913K
ITIM
565
Indiana Trust & Investment Management
Indiana
$910K
CNBTD
566
Citizens National Bank Trust Department
Mississippi
$910K
MC
567
Moors & Cabot
Massachusetts
$909K
GTAM
568
Global Trust Asset Management
Florida
$908K
TA
569
TruWealth Advisors
Louisiana
$900K
WDG
570
Wealth Dimensions Group
Ohio
$894K
RFPS
571
Reality Financial Planning Services
Florida
$888K
DQRIM
572
Dale Q Rice Investment Management
Washington
$887K
AL
573
Aspiriant LLC
California
$882K
KF
574
Krilogy Financial
Missouri
$882K
FMTC
575
Farmers & Merchants Trust Company
California
$879K