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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
HIP
801
HUB Investment Partners
Texas
$458K
AUB
802
Atlantic Union Bankshares
Virginia
$456K
PCA
803
Peddock Capital Advisors
Massachusetts
$455K
SWM
804
Sandro Wealth Management
New Jersey
$452K
WPC
805
Wedmont Private Capital
Pennsylvania
$450K
EWA
806
Exencial Wealth Advisors
Oklahoma
$449K
ACA
807
Aspire Capital Advisors
Washington
$449K
OWP
808
Obermeyer Wealth Partners
Colorado
$448K
PMG
809
ProVise Management Group
Florida
$444K
IWS
810
Insight Wealth Strategies
California
$442K
LDB
811
Lee, Danner & Bass
Tennessee
$440K
VCM
812
Vision Capital Management
Oregon
$437K
JPWM
813
Jamison Private Wealth Management
Georgia
$437K
EPW
814
Evolve Private Wealth
California
$437K
EAN
815
Excelsior Advisor Network
Colorado
$435K
NG
816
Northstar Group
New York
$434K
WOSD
817
WFA of San Diego
California
$432K
LFG
818
Larson Financial Group
Missouri
$432K
TWM
819
Thrive Wealth Management
Pennsylvania
$431K
AFO
820
Arrowroot Family Office
California
$430K
PWA
821
Primoris Wealth Advisors
Florida
$427K
CWM
822
Capstone Wealth Management
Montana
$426K
MAWA
823
Moss Adams Wealth Advisors
Washington
$425K
RMDI
824
R.M. Davis Inc
Maine
$425K
SW
825
SlateStone Wealth
Florida
$424K