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iShares Select Dividend ETF

1,412 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 452 increasing their positions, 437 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

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: 452 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$276M)

0.6% less ownership

Funds ownership: 47.06%46.47% (-0.6%)

Holders
1,412
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
OC
801
Oakworth Capital
Alabama
$471K
ATS
802
Ashton Thomas Securities
New York
$470K
JSW
803
Journey Strategic Wealth
New Jersey
$470K
JPWM
804
Jamison Private Wealth Management
Georgia
$469K
AFO
805
Arrowroot Family Office
California
$466K
RPWA
806
Regent Peak Wealth Advisors
Georgia
$465K
LFG
807
Larson Financial Group
Missouri
$464K
TWM
808
Thrive Wealth Management
Pennsylvania
$463K
CICC
809
Capital Investment Counsel (Colorado)
Colorado
$463K
EPW
810
Evolve Private Wealth
California
$461K
TCOT
811
Trust Company of Toledo
Ohio
$458K
PWA
812
Primoris Wealth Advisors
Florida
$458K
PF
813
Prosperitas Financial
California
$457K
WPC
814
Waters Parkerson & Co
Louisiana
$457K
MAWA
815
Moss Adams Wealth Advisors
Washington
$456K
CWM
816
Capstone Wealth Management
Montana
$456K
RWM
817
Ritholtz Wealth Management
New York
$455K
TA
818
TrueWealth Advisors
Alabama
$454K
NG
819
Northstar Group
New York
$450K
BWG
820
Balanced Wealth Group
Ohio
$450K
GWMR
821
GC Wealth Management RIA
Massachusetts
$450K
PCM
822
Parsons Capital Management
Rhode Island
$449K
NAMP
823
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$448K
FA
824
FC Advisory
Pennsylvania
$445K
SCA
825
Sage Capital Advisors
South Dakota
$444K