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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
HNWA
626
Henrickson Nauta Wealth Advisors
Michigan
$787K
CIA
627
Choate Investment Advisors
Massachusetts
$775K
SFG
628
SageGuard Financial Group
Tennessee
$773K
RPGK
629
Retirement Planning Group (Kansas)
Kansas
$773K
CCWM
630
Cassaday & Co Wealth Management
Virginia
$769K
TCOV
631
Trust Company of Vermont
Vermont
$763K
IP
632
Ignite Planners
California
$759K
QWM
633
Quadcap Wealth Management
Texas
$751K
VA
634
VestGen Advisors
Illinois
$750K
SEIA
635
Signature Estate & Investment Advisors
California
$749K
FPW
636
Flywheel Private Wealth
California
$747K
CHAM
637
Clear Harbor Asset Management
Connecticut
$744K
AC
638
Apella Capital
Connecticut
$743K
TAM
639
TCP Asset Management
Ohio
$742K
NGA
640
Naples Global Advisors
Florida
$741K
VCM
641
Versant Capital Management
Arizona
$741K
AFP
642
Ausdal Financial Partners
Iowa
$740K
LWL
643
Leo Wealth LLC
Texas
$735K
WFA
644
WJ Financial Advisors
Connecticut
$732K
First Manhattan
645
First Manhattan
New York
$731K
JHCP
646
Jackson Hole Capital Partners
Oklahoma
$724K
WP
647
WealthPLAN Partners
Nebraska
$724K
DWP
648
Daymark Wealth Partners
Ohio
$722K
CA
649
CapWealth Advisors
Tennessee
$718K
NEPWA
650
New England Private Wealth Advisors
Massachusetts
$713K