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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
Holders
1,379
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
32
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
OSAM
626
O'Shaughnessy Asset Management
Connecticut
$795K
MIP
627
Marietta Investment Partners
Wisconsin
$790K
MIM
628
Marco Investment Management
Georgia
$789K
TAFW
629
Tred Avon Family Wealth
Maryland
$788K
MBT
630
Montecito Bank & Trust
California
$788K
VWM
631
Venturi Wealth Management
Texas
$788K
HNWA
632
Henrickson Nauta Wealth Advisors
Michigan
$787K
CIA
633
Choate Investment Advisors
Massachusetts
$775K
SFG
634
SageGuard Financial Group
Tennessee
$773K
RPGK
635
Retirement Planning Group (Kansas)
Kansas
$773K
CCWM
636
Cassaday & Co Wealth Management
Virginia
$769K
TCOV
637
Trust Company of Vermont
Vermont
$763K
IP
638
Ignite Planners
California
$759K
QWM
639
Quadcap Wealth Management
Texas
$751K
VA
640
VestGen Advisors
Illinois
$750K
SEIA
641
Signature Estate & Investment Advisors
California
$749K
FPW
642
Flywheel Private Wealth
California
$747K
CHAM
643
Clear Harbor Asset Management
Connecticut
$744K
AC
644
Apella Capital
Connecticut
$743K
TAM
645
TCP Asset Management
Ohio
$742K
NGA
646
Naples Global Advisors
Florida
$741K
VCM
647
Versant Capital Management
Arizona
$741K
AFP
648
Ausdal Financial Partners
Iowa
$740K
LWL
649
Leo Wealth LLC
Texas
$735K
WFA
650
WJ Financial Advisors
Connecticut
$732K