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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
SEIA
626
Signature Estate & Investment Advisors
California
$749K
FPW
627
Flywheel Private Wealth
California
$747K
CHAM
628
Clear Harbor Asset Management
Connecticut
$744K
AC
629
Apella Capital
Connecticut
$743K
TAM
630
TCP Asset Management
Ohio
$742K
NGA
631
Naples Global Advisors
Florida
$741K
VCM
632
Versant Capital Management
Arizona
$741K
AFP
633
Ausdal Financial Partners
Iowa
$740K
LWL
634
Leo Wealth LLC
Texas
$735K
WFA
635
WJ Financial Advisors
Connecticut
$732K
First Manhattan
636
First Manhattan
New York
$731K
JHCP
637
Jackson Hole Capital Partners
Oklahoma
$724K
WP
638
WealthPLAN Partners
Nebraska
$724K
DWP
639
Daymark Wealth Partners
Ohio
$722K
CA
640
CapWealth Advisors
Tennessee
$718K
NEPWA
641
New England Private Wealth Advisors
Massachusetts
$713K
LPAM
642
Lodestar Private Asset Management
California
$711K
FFW
643
Fusion Family Wealth
New York
$710K
AGC
644
Aspen Grove Capital
Colorado
$709K
5NPW
645
55 North Private Wealth
Florida
$706K
SWM
646
Sculati Wealth Management
Michigan
$706K
MF
647
Montis Financial
Massachusetts
$704K
EA
648
Ellsworth Advisors
Ohio
$702K
TF
649
Tompkins Financial
New York
$700K
GVAG
650
Great Valley Advisor Group
Delaware
$700K