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iShares Select Dividend ETF

1,347 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 459 increasing their positions, 373 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
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
VCM
801
Vision Capital Management
Oregon
$437K
JPWM
802
Jamison Private Wealth Management
Georgia
$437K
EPW
803
Evolve Private Wealth
California
$437K
EAN
804
Excelsior Advisor Network
Colorado
$435K
NG
805
Northstar Group
New York
$434K
WOSD
806
WFA of San Diego
California
$432K
LFG
807
Larson Financial Group
Missouri
$432K
TWM
808
Thrive Wealth Management
Pennsylvania
$431K
AFO
809
Arrowroot Family Office
California
$430K
PWA
810
Primoris Wealth Advisors
Florida
$427K
CWM
811
Capstone Wealth Management
Montana
$426K
MAWA
812
Moss Adams Wealth Advisors
Washington
$425K
RMDI
813
R.M. Davis Inc
Maine
$425K
SW
814
SlateStone Wealth
Florida
$424K
TA
815
TrueWealth Advisors
Alabama
$423K
NAMP
816
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$418K
WPC
817
Waters Parkerson & Co
Louisiana
$418K
BWG
818
Balanced Wealth Group
Ohio
$415K
OC
819
Opal Capital
Florida
$414K
ESB
820
Essex Savings Bank
Connecticut
$413K
FA
821
FC Advisory
Pennsylvania
$412K
PWM
822
PMG Wealth Management
Illinois
$410K
SCA
823
Sage Capital Advisors
South Dakota
$410K
PAG
824
Powers Advisory Group
Illinois
$409K
RT
825
Rockland Trust
Massachusetts
$407K