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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
OHWP
551
Oak Harbor Wealth Partners
North Carolina
$1M
CAG
552
Crestwood Advisors Group
Massachusetts
$1M
CFA
553
Churchill Financial Advisors
Kentucky
$1M
WA
554
WealthTrust Axiom
Pennsylvania
$996K
BBHC
555
Brown Brothers Harriman & Co
New York
$991K
CLIP
556
Colter Lewis Investment Partners
Connecticut
$989K
JWM
557
Jupiter Wealth Management
Colorado
$988K
ST
558
Sageworth Trust
Pennsylvania
$982K
MC
559
Moors & Cabot
Massachusetts
$977K
ITIM
560
Indiana Trust & Investment Management
Indiana
$976K
VCM
561
Versant Capital Management
Arizona
$976K
JAG
562
Journey Advisory Group
Kentucky
$976K
PPC
563
Park Place Capital
Alabama
$972K
CNBTD
564
Citizens National Bank Trust Department
Mississippi
$972K
SCTC
565
Sanibel Captiva Trust Company
Florida
$966K
TA
566
TruWealth Advisors
Louisiana
$966K
SSWM
567
Strait & Sound Wealth Management
California
$965K
GTAM
568
Global Trust Asset Management
Florida
$954K
RFPS
569
Reality Financial Planning Services
Florida
$953K
FGA
570
Fortis Group Advisors
New Jersey
$952K
RBFC
571
Roman Butler Fullerton & Co
Missouri
$951K
DQRIM
572
Dale Q Rice Investment Management
Washington
$947K
AL
573
Aspiriant LLC
California
$947K
EWS
574
Evergreen Wealth Solutions
Pennsylvania
$943K
WDG
575
Wealth Dimensions Group
Ohio
$942K