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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
CFP
676
Catalyst Financial Partners
Massachusetts
$665K
HWA
677
Heartwood Wealth Advisors
Virginia
$663K
GKIM
678
GW&K Investment Management
Massachusetts
$662K
SWM
679
Selective Wealth Management
Virginia
$661K
SC
680
SouthState Corp
Florida
$661K
FWM
681
Fonville Wealth Management
Virginia
$660K
VWM
682
Venturi Wealth Management
Texas
$658K
CF
683
Centaurus Financial
California
$657K
SW
684
SkyOak Wealth
Michigan
$656K
NP
685
Nilsine Partners
Colorado
$654K
PA
686
Procyon Advisors
Connecticut
$654K
Q1WB
687
Quest 10 Wealth Builders
Virginia
$653K
UCB
688
United Community Bank
South Carolina
$653K
AG
689
Ascent Group
Virginia
$652K
RIA
690
Realta Investment Advisors
Delaware
$652K
IRC
691
Investors Research Corp
Georgia
$650K
SWM
692
SeaCrest Wealth Management
New York
$648K
LNB
693
Ledyard National Bank
$645K
BW
694
BIP Wealth
Georgia
$643K
FG
695
Fiduciary Group
Georgia
$636K
LWM
696
Lakeridge Wealth Management
Ohio
$635K
BAM
697
Bellevue Asset Management
Washington
$635K
KWM
698
KFG Wealth Management
Indiana
$634K
RCG
699
Regatta Capital Group
California
$632K
OPAM
700
Ocean Park Asset Management
California
$630K