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iShares Select Dividend ETF

1,365 hedge funds and large institutions have $10.1B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 464 increasing their positions, 375 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
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
CNBTD
576
Citizens National Bank Trust Department
Mississippi
$910K
MC
577
Moors & Cabot
Massachusetts
$909K
GTAM
578
Global Trust Asset Management
Florida
$908K
TA
579
TruWealth Advisors
Louisiana
$900K
WDG
580
Wealth Dimensions Group
Ohio
$894K
RFPS
581
Reality Financial Planning Services
Florida
$888K
DQRIM
582
Dale Q Rice Investment Management
Washington
$887K
AL
583
Aspiriant LLC
California
$882K
KF
584
Krilogy Financial
Missouri
$882K
FMTC
585
Farmers & Merchants Trust Company
California
$879K
CA
586
Capital Advantage
California
$879K
WAL
587
W Advisors LLC
Tennessee
$876K
AP
588
Appleton Partners
Massachusetts
$873K
WF
589
Warner Financial
Maryland
$870K
IC
590
Iconiq Capital
California
$870K
LBC
591
Lowe Brockenbrough & Co
Virginia
$865K
HFA
592
High Falls Advisors
New York
$865K
VCM
593
Virtue Capital Management
Tennessee
$861K
FA
594
Fagan Associates
New York
$861K
JIR
595
James Investment Research
Ohio
$856K
USCWA
596
U.S. Capital Wealth Advisors
Texas
$854K
SAI
597
Savvy Advisors Inc
New York
$854K
CG
598
Caprock Group
Idaho
$848K
DIP
599
DT Investment Partners
Pennsylvania
$847K
PRI
600
Prepared Retirement Institute
Pennsylvania
$845K