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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
BP
726
BBR Partners
New York
$559K
DWM
727
Diversify Wealth Management
Utah
$558K
BOJHT
728
Bank of Jackson Hole Trust
Wyoming
$556K
RTL
729
Red Tortoise LLC
Georgia
$553K
SWM
730
Steinberganna Wealth Management
New York
$552K
ABWM
731
Alpine Bank Wealth Management
Colorado
$551K
BSA
732
Bull Street Advisors
Georgia
$549K
CPSAC
733
Chas P. Smith & Associates (CPS)
Florida
$549K
Fisher Asset Management
734
Fisher Asset Management
Washington
$546K
CCMG
735
Clark Capital Management Group
Pennsylvania
$546K
RL
736
Rogco LP
Oklahoma
$544K
PWM
737
Pines Wealth Management
North Carolina
$541K
MA
738
Mezzasalma Advisors
New Jersey
$539K
BIP
739
Bouvel Investment Partners
Pennsylvania
$538K
SCM
740
Schnieders Capital Management
California
$538K
PCA
741
Purkiss Capital Advisors
Connecticut
$537K
TPA
742
Trivium Point Advisory
Connecticut
$537K
CA
743
Cambridge Advisors
Nebraska
$534K
HCP
744
Hexagon Capital Partners
Arkansas
$531K
BONH
745
Bank of New Hampshire
New Hampshire
$530K
SWASL
746
Spartan Wealth Advisory Services LLC
Michigan
$528K
IP
747
Investment Partners
Ohio
$527K
TFS
748
truNorth Financial Services
Pennsylvania
$525K
CPSC
749
Carl P. Sherr & Co
Massachusetts
$520K
SWP
750
Strategic Wealth Partners
Ohio
$519K