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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
AG
601
AmeriFlex Group
Nevada
$845K
TFM
602
TFC Financial Management
Massachusetts
$838K
ACP
603
Argyle Capital Partners
California
$837K
FCFC
604
First Citizens Financial Corp
Iowa
$835K
GPW
605
Gentry Private Wealth
Kansas
$833K
CM
606
Capula Management
Cayman Islands
$831K
CWM
607
Cornerstone Wealth Management
Missouri
$826K
TWA
608
Trace Wealth Advisors
California
$819K
TYCC
609
Texas Yale Capital Corp
Florida
$818K
MCM
610
M1 Capital Management
Michigan
$813K
DFG
611
Dupree Financial Group
Kentucky
$812K
UWM
612
Urban Wealth Management
California
$811K
UCB
613
United Community Bank
South Carolina
$807K
SMFG
614
Sumitomo Mitsui Financial Group
Japan
$807K
AF
615
ASL Financial
California
$807K
MWM
616
Modera Wealth Management
New Jersey
$803K
AIMC
617
Alley Investment Management Company
Illinois
$800K
AWM
618
Avior Wealth Management
Nebraska
$799K
DT
619
Diversified Trust
Tennessee
$796K
OSAM
620
O'Shaughnessy Asset Management
Connecticut
$795K
MIP
621
Marietta Investment Partners
Wisconsin
$790K
MIM
622
Marco Investment Management
Georgia
$789K
TAFW
623
Tred Avon Family Wealth
Maryland
$788K
MBT
624
Montecito Bank & Trust
California
$788K
VWM
625
Venturi Wealth Management
Texas
$788K