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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
WIM
676
Warwick Investment Management
Texas
$665K
WAM
677
Weatherly Asset Management
California
$663K
LWM
678
Lakeridge Wealth Management
Ohio
$662K
SWM
679
Selective Wealth Management
Virginia
$661K
PIA
680
Pinion Investment Advisors
Kansas
$660K
HA
681
Hyposwiss Advisors
$660K
EWM
682
Evermay Wealth Management
Virginia
$660K
BCWM
683
Bartlett & Co Wealth Management
Ohio
$653K
SWM
684
Shrier Wealth Management
California
$652K
JIP
685
Jaffetilchin Investment Partners
Florida
$652K
GT
686
Greenleaf Trust
Michigan
$651K
TPA
687
Trivium Point Advisory
Connecticut
$648K
BBHC
688
Brown Brothers Harriman & Co
New York
$647K
BPC
689
Bearing Point Capital
Minnesota
$647K
Thrivent Financial for Lutherans
690
Thrivent Financial for Lutherans
Minnesota
$647K
KWS
691
Keystone Wealth Services
California
$645K
SWM
692
Spire Wealth Management
Virginia
$644K
COI
693
Connable Office Inc
Michigan
$643K
SCTC
694
Sanibel Captiva Trust Company
Florida
$642K
MSWM
695
Mowery & Schoenfeld Wealth Management
Illinois
$641K
MWM
696
Mascoma Wealth Management
New Hampshire
$638K
AG
697
Ascent Group
Virginia
$637K
FWM
698
Fonville Wealth Management
Virginia
$633K
KWM
699
Kingsview Wealth Management
Oregon
$630K
CIA
700
Compass Ion Advisors
Pennsylvania
$629K