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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
LPAM
651
Lodestar Private Asset Management
California
$711K
FFW
652
Fusion Family Wealth
New York
$710K
AGC
653
Aspen Grove Capital
Colorado
$709K
5NPW
654
55 North Private Wealth
Florida
$706K
SWM
655
Sculati Wealth Management
Michigan
$706K
MF
656
Montis Financial
Massachusetts
$704K
EA
657
Ellsworth Advisors
Ohio
$702K
TF
658
Tompkins Financial
New York
$700K
GVAG
659
Great Valley Advisor Group
Delaware
$700K
AF
660
Alerus Financial
North Dakota
$698K
NFTC
661
North Forty Two & Co
Oregon
$692K
BCM
662
Brookstone Capital Management
Illinois
$687K
RSF
663
Rik Saylor Financial
Ohio
$685K
BFC
664
Bedel Financial Consulting
Indiana
$685K
WPW
665
Waldron Private Wealth
Pennsylvania
$684K
GSB
666
Greenfield Savings Bank
Massachusetts
$683K
JWS
667
Juncture Wealth Strategies
Arizona
$682K
IA
668
Invested Advisors
Pennsylvania
$681K
ML
669
Mayport LLC
Massachusetts
$673K
SWA
670
Strategies Wealth Advisors
Michigan
$672K
DP
671
Dearborn Partners
Illinois
$672K
PGA
672
Portland Global Advisors
Maine
$670K
MWM
673
MGB Wealth Management
Texas
$670K
OPAM
674
Ocean Park Asset Management
California
$669K
CAG
675
Crestwood Advisors Group
Massachusetts
$669K