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iShares Select Dividend ETF

1,394 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 444 increasing their positions, 432 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 432

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$209M)

0.9% less ownership

Funds ownership: 47.05%46.15% (-0.9%)

Holders
1,394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$179M
Puts
$89.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Manhattan
626
First Manhattan
New York
$784K
GA
627
GoalVest Advisory
New York
$780K
FPW
628
Flywheel Private Wealth
California
$779K
JHCP
629
Jackson Hole Capital Partners
Oklahoma
$776K
GPW
630
Gentry Private Wealth
Kansas
$774K
DWP
631
Daymark Wealth Partners
Ohio
$773K
WP
632
WealthPLAN Partners
Nebraska
$772K
SFG
633
SageGuard Financial Group
Tennessee
$769K
NEPWA
634
New England Private Wealth Advisors
Massachusetts
$769K
AGC
635
Aspen Grove Capital
Colorado
$767K
FFW
636
Fusion Family Wealth
New York
$762K
BCM
637
Brookstone Capital Management
Illinois
$759K
LPAM
638
Lodestar Private Asset Management
California
$759K
5NPW
639
55 North Private Wealth
Florida
$757K
SWM
640
Sculati Wealth Management
Michigan
$757K
IP
641
Ignite Planners
California
$755K
CA
642
CoreCap Advisors
Michigan
$754K
AFP
643
Ausdal Financial Partners
Iowa
$753K
TF
644
Tompkins Financial
New York
$751K
AF
645
Alerus Financial
North Dakota
$749K
NFTC
646
North Forty Two & Co
Oregon
$742K
CA
647
CapWealth Advisors
Tennessee
$741K
EA
648
Ellsworth Advisors
Ohio
$740K
RSF
649
Rik Saylor Financial
Ohio
$738K
BFC
650
Bedel Financial Consulting
Indiana
$735K