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iShares Select Dividend ETF

1,344 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, 372 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,344
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
SWM
976
Sterling Wealth Management
Illinois
$277K
BAM
977
Bosun Asset Management
Illinois
$277K
PIA
978
Perennial Investment Advisors
California
$276K
GS
979
GWN Securities
Florida
$276K
GWMIA
980
Global Wealth Management Investment Advisory
Florida
$275K
PVI
981
Pine Valley Investments
New Jersey
$275K
CNBOF
982
City National Bank of Florida
Florida
$274K
ACM
983
Advisors Capital Management
New Jersey
$274K
AWG
984
Altus Wealth Group
Colorado
$273K
WCP
985
Wealthcare Capital Partners
Pennsylvania
$272K
LA
986
Legacy Advisors
Pennsylvania
$272K
SFP
987
Sterling Financial Planning
New Jersey
$271K
BFP
988
Birchwood Financial Partners
Minnesota
$269K
CICC
989
Capital Investment Counsel (Colorado)
Colorado
$269K
SNBOSCI
990
Security National Bank of Sioux City Iowa
Iowa
$269K
GAM
991
Grandview Asset Management
Pennsylvania
$269K
CG
992
CFO4Life Group
Texas
$268K
DCM
993
Dudley Capital Management
Virginia
$268K
VC
994
Vicus Capital
Pennsylvania
$268K
GD
995
Grandfield & Dodd
New York
$268K
MMPW
996
Mitchell McLeod Pugh & Williams
Alabama
$268K
OW
997
Olistico Wealth
Oklahoma
$265K
DE
998
Diversified Enterprises
Delaware
$265K
CLP
999
Charis Legacy Partners
Texas
$264K
CA
1000
Carson Advisory
Georgia
$264K