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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
WPW
651
Waldron Private Wealth
Pennsylvania
$734K
GSB
652
Greenfield Savings Bank
Massachusetts
$733K
SMFG
653
Sumitomo Mitsui Financial Group
Japan
$731K
IA
654
Invested Advisors
Pennsylvania
$729K
ML
655
Mayport LLC
Massachusetts
$722K
WIM
656
Warwick Investment Management
Texas
$713K
BCWM
657
Bartlett & Co Wealth Management
Ohio
$711K
WAM
658
Weatherly Asset Management
California
$711K
JWS
659
Juncture Wealth Strategies
Arizona
$710K
EWM
660
Evermay Wealth Management
Virginia
$708K
WG
661
Welch Group
Alabama
$707K
JIP
662
Jaffetilchin Investment Partners
Florida
$701K
S
663
SignatureFD
Georgia
$699K
PGA
664
Portland Global Advisors
Maine
$696K
SWM
665
Spire Wealth Management
Virginia
$690K
MSWM
666
Mowery & Schoenfeld Wealth Management
Illinois
$688K
PAG
667
Powers Advisory Group
Illinois
$688K
MWM
668
Mascoma Wealth Management
New Hampshire
$686K
LIM
669
Leavell Investment Management
Alabama
$685K
SWM
670
Shrier Wealth Management
California
$684K
KWM
671
Kingsview Wealth Management
Oregon
$679K
SFB
672
STAR Financial Bank
Indiana
$675K
CIA
673
Compass Ion Advisors
Pennsylvania
$675K
KWS
674
Keystone Wealth Services
California
$669K
SFS
675
Summit Financial Strategies
Ohio
$665K