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iShares Select Dividend ETF

1,379 hedge funds and large institutions have $10.1B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 467 increasing their positions, 376 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

964% more call options, than puts

Call options by funds: $109M | Put options by funds: $10.2M

231% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 45

24% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 376

6% more capital invested

Capital invested by funds: $9.5B → $10.1B (+$591M)

6% more funds holding

Funds holding: 1,3051,379 (+74)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

1.76% more ownership

Funds ownership: 45.31%47.06% (+1.8%)

Holders
1,379
Holders Change
+74
Holders Change %
+5.67%
% of All Funds
16.78%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
149
Increased
467
Reduced
376
Closed
45
Calls
$109M
Puts
$10.2M
Net Calls
+$98.6M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
626
O'Shaughnessy Asset Management
Connecticut
$795K -$9.18K -65 -1%
MIP
627
Marietta Investment Partners
Wisconsin
$790K -$565K -4,000 -42%
MIM
628
Marco Investment Management
Georgia
$789K +$1.41K +10 +0.2%
TAFW
629
Tred Avon Family Wealth
Maryland
$788K +$789K +5,583 New
MBT
630
Montecito Bank & Trust
California
$788K
VWM
631
Venturi Wealth Management
Texas
$788K -$185K -1,310 -19%
HNWA
632
Henrickson Nauta Wealth Advisors
Michigan
$787K +$379K +2,685 +98%
CIA
633
Choate Investment Advisors
Massachusetts
$775K
SFG
634
SageGuard Financial Group
Tennessee
$773K +$774K +5,477 New
RPGK
635
Retirement Planning Group (Kansas)
Kansas
$773K -$79.7K -564 -9%
CCWM
636
Cassaday & Co Wealth Management
Virginia
$769K
TCOV
637
Trust Company of Vermont
Vermont
$763K +$60.7K +430 +9%
IP
638
Ignite Planners
California
$759K -$11.6K -82 -2%
QWM
639
Quadcap Wealth Management
Texas
$751K -$6.5K -46 -0.9%
VA
640
VestGen Advisors
Illinois
$750K -$1.22M -8,622 -62%
SEIA
641
Signature Estate & Investment Advisors
California
$749K +$5.51K +39 +0.7%
FPW
642
Flywheel Private Wealth
California
$747K
CHAM
643
Clear Harbor Asset Management
Connecticut
$744K +$283K +2,000 +61%
AC
644
Apella Capital
Connecticut
$743K +$146K +1,031 +24%
TAM
645
TCP Asset Management
Ohio
$742K +$1.27K +9 +0.2%
NGA
646
Naples Global Advisors
Florida
$741K
VCM
647
Versant Capital Management
Arizona
$741K
AFP
648
Ausdal Financial Partners
Iowa
$740K +$32.5K +230 +5%
LWL
649
Leo Wealth LLC
Texas
$735K +$5.51K +39 +0.8%
WFA
650
WJ Financial Advisors
Connecticut
$732K