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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
HWA
926
Heritage Wealth Advisors
Virginia
$319K
TIA
927
Traphagen Investment Advisors
New Jersey
$318K
OCM
928
Orleans Capital Management
Louisiana
$318K
RIG
929
RiverFront Investment Group
Virginia
$316K
CAC
930
Certified Advisory Corp
Florida
$316K
AIA
931
Arbor Investment Advisors
North Carolina
$316K
HWA
932
HCR Wealth Advisors
California
$316K
CWM
933
Castle Wealth Management
Florida
$315K
HH
934
HWG Holdings
Texas
$315K
GBT
935
Grove Bank & Trust
Florida
$314K
NF
936
Nikulski Financial
Iowa
$314K
KPWM
937
KDK Private Wealth Management
Texas
$313K
PCWA
938
Pacific Capital Wealth Advisors
California
$312K
OCM
939
One Capital Management
California
$309K
AIFAIM
940
American Institute for Advanced Investment Management
Arizona
$308K
KRAVCF
941
Karnit Road Accident Victims Compensation Fund
$306K
LC
942
LCNB Corp
Ohio
$304K
PCFFS
943
Pacific Center for Financial Services
California
$304K
EWM
944
Empirical Wealth Management
Washington
$304K
CCA
945
Childress Capital Advisors
Texas
$303K
SWM
946
Silverlake Wealth Management
Vermont
$302K
ANHIM
947
Alan N. Hoffman Investment Management
Massachusetts
$301K
HAP
948
Harbor Asset Planning
Massachusetts
$301K
OCM
949
Orion Capital Management
California
$301K
AF
950
Advisornet Financial
Minnesota
$300K