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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
CLIP
576
Colter Lewis Investment Partners
Connecticut
$922K
MFG
577
Merit Financial Group
Georgia
$913K
CGPCS
578
Capital Group Private Client Services
California
$913K
ITIM
579
Indiana Trust & Investment Management
Indiana
$910K
CNBTD
580
Citizens National Bank Trust Department
Mississippi
$910K
MC
581
Moors & Cabot
Massachusetts
$909K
GTAM
582
Global Trust Asset Management
Florida
$908K
TA
583
TruWealth Advisors
Louisiana
$900K
WDG
584
Wealth Dimensions Group
Ohio
$894K
RFPS
585
Reality Financial Planning Services
Florida
$888K
DQRIM
586
Dale Q Rice Investment Management
Washington
$887K
AL
587
Aspiriant LLC
California
$882K
KF
588
Krilogy Financial
Missouri
$882K
FMTC
589
Farmers & Merchants Trust Company
California
$879K
CA
590
Capital Advantage
California
$879K
WAL
591
W Advisors LLC
Tennessee
$876K
AP
592
Appleton Partners
Massachusetts
$873K
WF
593
Warner Financial
Maryland
$870K
IC
594
Iconiq Capital
California
$870K
LBC
595
Lowe Brockenbrough & Co
Virginia
$865K
HFA
596
High Falls Advisors
New York
$865K
VCM
597
Virtue Capital Management
Tennessee
$861K
FA
598
Fagan Associates
New York
$861K
JIR
599
James Investment Research
Ohio
$856K
USCWA
600
U.S. Capital Wealth Advisors
Texas
$854K