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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
AF
601
ASL Financial
California
$865K
MWM
602
Modera Wealth Management
New Jersey
$861K
CG
603
Caprock Group
Idaho
$860K
AIMC
604
Alley Investment Management Company
Illinois
$860K
HI
605
Horizon Investments
North Carolina
$854K
DT
606
Diversified Trust
Tennessee
$854K
MIP
607
Marietta Investment Partners
Wisconsin
$848K
DFG
608
Dupree Financial Group
Kentucky
$847K
MIM
609
Marco Investment Management
Georgia
$847K
MBT
610
Montecito Bank & Trust
California
$844K
GBFG
611
Gerald Baker Financial Group
Texas
$843K
CIA
612
Choate Investment Advisors
Massachusetts
$831K
DP
613
Dearborn Partners
Illinois
$829K
CCWM
614
Cassaday & Co Wealth Management
Virginia
$825K
QWM
615
Quadcap Wealth Management
Texas
$821K
QCM
616
QRG Capital Management
Illinois
$818K
SEIA
617
Signature Estate & Investment Advisors
California
$808K
GT
618
Greenleaf Trust
Michigan
$799K
PFGIA
619
Patriot Financial Group Insurance Agency
Massachusetts
$798K
CHAM
620
Clear Harbor Asset Management
Connecticut
$798K
NGA
621
Naples Global Advisors
Florida
$795K
BRWA
622
B. Riley Wealth Advisors
Florida
$793K
LWL
623
Leo Wealth LLC
Texas
$792K
TAM
624
TCP Asset Management
Ohio
$786K
WFA
625
WJ Financial Advisors
Connecticut
$786K