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iShares Select Dividend ETF

1,345 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 459 increasing their positions, 373 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,345
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
CSIC
901
Clifford Swan Investment Counsel
California
$329K
PTC
902
Philadelphia Trust Company
Pennsylvania
$329K
CG
903
Clarus Group
Texas
$329K
CBA
904
Coastal Bridge Advisors
Connecticut
$328K
CA
905
Cornerstone Advisory
Maryland
$327K
AFS
906
Access Financial Services
Minnesota
$327K
FHC
907
First Heartland Consultants
Missouri
$325K
MWP
908
Madison Wealth Partners
Wisconsin
$324K
MAM
909
Marquette Asset Management
Minnesota
$323K
CWM
910
ClientFirst Wealth Management
Arkansas
$323K
PMFA
911
Plante Moran Financial Advisors
Michigan
$322K
AF
912
Affiance Financial
Minnesota
$321K
HWA
913
Heritage Wealth Advisors
Virginia
$319K
TIA
914
Traphagen Investment Advisors
New Jersey
$318K
OCM
915
Orleans Capital Management
Louisiana
$318K
RIG
916
RiverFront Investment Group
Virginia
$316K
CAC
917
Certified Advisory Corp
Florida
$316K
AIA
918
Arbor Investment Advisors
North Carolina
$316K
HWA
919
HCR Wealth Advisors
California
$316K
CWM
920
Castle Wealth Management
Florida
$315K
HH
921
HWG Holdings
Texas
$315K
GBT
922
Grove Bank & Trust
Florida
$314K
NF
923
Nikulski Financial
Iowa
$314K
KPWM
924
KDK Private Wealth Management
Texas
$313K
PCWA
925
Pacific Capital Wealth Advisors
California
$312K