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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
MOS
751
MGO One Seven
Ohio
$524K
SCM
752
Schnieders Capital Management
California
$522K
HC
753
Hoese & Co
Minnesota
$522K
TC
754
Trilogy Capital
California
$521K
LGWM
755
Litman Gregory Wealth Management
California
$520K
SG
756
StoneX Group
New York
$518K
CPSC
757
Carl P. Sherr & Co
Massachusetts
$516K
ICP
758
Interchange Capital Partners
Pennsylvania
$515K
RTL
759
Red Tortoise LLC
Georgia
$515K
BSA
760
Bull Street Advisors
Georgia
$512K
GTWM
761
Global Trust Wealth Management
Florida
$512K
CPSAC
762
Chas P. Smith & Associates (CPS)
Florida
$511K
CCMG
763
Clark Capital Management Group
Pennsylvania
$509K
QCM
764
QRG Capital Management
Illinois
$508K
RL
765
Rogco LP
Oklahoma
$507K
NWA
766
Navis Wealth Advisors
New York
$505K
MA
767
Mezzasalma Advisors
New Jersey
$504K
PWM
768
Pines Wealth Management
North Carolina
$504K
TA
769
TFB Advisors
Kansas
$495K
BONH
770
Bank of New Hampshire
New Hampshire
$494K
HZ
771
Hixon Zuercher
Ohio
$494K
AB
772
ANB Bank
Colorado
$492K
IP
773
Investment Partners
Ohio
$491K
TFS
774
truNorth Financial Services
Pennsylvania
$490K
Federated Hermes
775
Federated Hermes
Pennsylvania
$488K