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iShares Select Dividend ETF

1,366 hedge funds and large institutions have $10.1B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 464 increasing their positions, 375 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,366
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
TCM
901
Twele Capital Management
Minnesota
$339K
UBV
902
United Bank (Virginia)
Virginia
$339K
FFA
903
Fairfield Financial Advisors
Massachusetts
$338K
PSF
904
Pacific Sun Financial
California
$338K
VA
905
Vident Advisory
Georgia
$337K
SWM
906
SHP Wealth Management
Massachusetts
$334K
BFA
907
Benedict Financial Advisors
Georgia
$333K
CIAS
908
Capital Investment Advisory Services
North Carolina
$333K
MCC
909
Money Concepts Capital
Florida
$333K
PFA
910
Pure Financial Advisors
California
$332K
NB
911
Northwest Bancshares
Pennsylvania
$332K
HCM
912
Highview Capital Management
Illinois
$331K
FCM
913
Fogel Capital Management
Florida
$331K
NIM
914
Northeast Investment Management
Massachusetts
$330K
CSIC
915
Clifford Swan Investment Counsel
California
$329K
PTC
916
Philadelphia Trust Company
Pennsylvania
$329K
CG
917
Clarus Group
Texas
$329K
CBA
918
Coastal Bridge Advisors
Connecticut
$328K
CA
919
Cornerstone Advisory
Maryland
$327K
AFS
920
Access Financial Services
Minnesota
$327K
FHC
921
First Heartland Consultants
Missouri
$325K
MWP
922
Madison Wealth Partners
Wisconsin
$324K
MAM
923
Marquette Asset Management
Minnesota
$323K
CWM
924
ClientFirst Wealth Management
Arkansas
$323K
PMFA
925
Plante Moran Financial Advisors
Michigan
$322K