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iShares Select Dividend ETF

1,348 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
1,348
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
MCM
601
M1 Capital Management
Michigan
$813K
DFG
602
Dupree Financial Group
Kentucky
$812K
UWM
603
Urban Wealth Management
California
$811K
UCB
604
United Community Bank
South Carolina
$807K
SMFG
605
Sumitomo Mitsui Financial Group
Japan
$807K
AF
606
ASL Financial
California
$807K
MWM
607
Modera Wealth Management
New Jersey
$803K
AIMC
608
Alley Investment Management Company
Illinois
$800K
AWM
609
Avior Wealth Management
Nebraska
$799K
DT
610
Diversified Trust
Tennessee
$796K
OSAM
611
O'Shaughnessy Asset Management
Connecticut
$795K
MIP
612
Marietta Investment Partners
Wisconsin
$790K
MIM
613
Marco Investment Management
Georgia
$789K
TAFW
614
Tred Avon Family Wealth
Maryland
$788K
MBT
615
Montecito Bank & Trust
California
$788K
VWM
616
Venturi Wealth Management
Texas
$788K
HNWA
617
Henrickson Nauta Wealth Advisors
Michigan
$787K
CIA
618
Choate Investment Advisors
Massachusetts
$775K
SFG
619
SageGuard Financial Group
Tennessee
$773K
RPGK
620
Retirement Planning Group (Kansas)
Kansas
$773K
CCWM
621
Cassaday & Co Wealth Management
Virginia
$769K
TCOV
622
Trust Company of Vermont
Vermont
$763K
IP
623
Ignite Planners
California
$759K
QWM
624
Quadcap Wealth Management
Texas
$751K
VA
625
VestGen Advisors
Illinois
$750K