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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
AF
651
Alerus Financial
North Dakota
$698K
NFTC
652
North Forty Two & Co
Oregon
$692K
BCM
653
Brookstone Capital Management
Illinois
$687K
RSF
654
Rik Saylor Financial
Ohio
$685K
BFC
655
Bedel Financial Consulting
Indiana
$685K
WPW
656
Waldron Private Wealth
Pennsylvania
$684K
GSB
657
Greenfield Savings Bank
Massachusetts
$683K
JWS
658
Juncture Wealth Strategies
Arizona
$682K
IA
659
Invested Advisors
Pennsylvania
$681K
ML
660
Mayport LLC
Massachusetts
$673K
SWA
661
Strategies Wealth Advisors
Michigan
$672K
DP
662
Dearborn Partners
Illinois
$672K
PGA
663
Portland Global Advisors
Maine
$670K
MWM
664
MGB Wealth Management
Texas
$670K
OPAM
665
Ocean Park Asset Management
California
$669K
CAG
666
Crestwood Advisors Group
Massachusetts
$669K
WIM
667
Warwick Investment Management
Texas
$665K
WAM
668
Weatherly Asset Management
California
$663K
LWM
669
Lakeridge Wealth Management
Ohio
$662K
SWM
670
Selective Wealth Management
Virginia
$661K
PIA
671
Pinion Investment Advisors
Kansas
$660K
HA
672
Hyposwiss Advisors
$660K
EWM
673
Evermay Wealth Management
Virginia
$660K
BCWM
674
Bartlett & Co Wealth Management
Ohio
$653K
SWM
675
Shrier Wealth Management
California
$652K