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iShares Select Dividend ETF

1,379 hedge funds and large institutions have $10.1B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 149 funds opening new positions, 467 increasing their positions, 376 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

964% more call options, than puts

Call options by funds: $109M | Put options by funds: $10.2M

231% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 45

24% more repeat investments, than reductions

Existing positions increased: 467 | Existing positions reduced: 376

6% more capital invested

Capital invested by funds: $9.5B → $10.1B (+$591M)

6% more funds holding

Funds holding: 1,3051,379 (+74)

3% more funds holding in top 10

Funds holding in top 10: 3132 (+1)

1.76% more ownership

Funds ownership: 45.31%47.06% (+1.8%)

Holders
1,379
Holders Change
+74
Holders Change %
+5.67%
% of All Funds
16.78%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.39%
New
149
Increased
467
Reduced
376
Closed
45
Calls
$109M
Puts
$10.2M
Net Calls
+$98.6M
Net Calls Change
-$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
851
Ritholtz Wealth Management
New York
$402K +$105K +746 +35%
BB
852
Busey Bank
Illinois
$402K
SFB
853
STAR Financial Bank
Indiana
$401K
HI
854
Horizon Investments
North Carolina
$398K -$25.6K -181 -6%
AA
855
AF Advisors
California
$398K -$13K -92 -3%
FFWM
856
Future Financial Wealth Management
Ohio
$396K -$50.1K -355 -12%
VIP
857
Vantage Investment Partners
Missouri
$396K -$5.51K -39 -1%
DFS
858
Dixon Fnancial Services
California
$396K
CMP
859
Courage Miller Partners
Virginia
$395K +$848 +6 +0.2%
CWA
860
Continuum Wealth Advisors
New York
$395K -$36.3K -257 -8%
HAIM
861
Hunter Associates Investment Management
Pennsylvania
$393K +$12.7K +90 +3%
ST
862
Sentinel Trust
Texas
$389K
M
863
MOTCO
Texas
$388K +$147K +1,040 +61%
ABWM
864
Alpine Bank Wealth Management
Colorado
$388K
FPW
865
Fairvoy Private Wealth
Alabama
$386K
SEP
866
Southland Equity Partners
Missouri
$384K +$5.37K +38 +1%
PFGIA
867
Patriot Financial Group Insurance Agency
Massachusetts
$383K +$4.8K +34 +1%
OC
868
Oakworth Capital
Alabama
$383K
NSAM
869
North Star Asset Management
Wisconsin
$382K
KFAS
870
Keating Financial Advisory Services
Kansas
$381K +$381K +2,696 New
CWP
871
CFM Wealth Partners
Texas
$380K
CPA
872
Cardiff Park Advisors
California
$377K
SFWC
873
Strategic Family Wealth Counselors
New Jersey
$376K
TF
874
Tudor Financial
Ohio
$370K +$283 +2 +0.1%
PK
875
Pflug Koory
Nebraska
$368K -$34.5K -244 -9%