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iShares Select Dividend ETF

1,394 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 444 increasing their positions, 432 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

3% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 432

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$209M)

0.9% less ownership

Funds ownership: 47.05%46.15% (-0.9%)

Holders
1,394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
33
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$179M
Puts
$89.4M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
976
Sterling Wealth Management
Illinois
$297K
CTA
977
Chesley Taft & Associates
Illinois
$296K
SWP
978
Sagespring Wealth Partners
Tennessee
$295K
CNBOF
979
City National Bank of Florida
Florida
$294K
GSIAS
980
Garden State Investment Advisory Services
New Jersey
$294K
WCP
981
Wealthcare Capital Partners
Pennsylvania
$294K
AWM
982
Angeles Wealth Management
California
$293K
HCM
983
Highview Capital Management
Illinois
$291K
BFP
984
Birchwood Financial Partners
Minnesota
$291K
SFP
985
Sterling Financial Planning
New Jersey
$291K
GS
986
GWN Securities
Florida
$290K
AIFAIM
987
American Institute for Advanced Investment Management
Arizona
$289K
SNBOSCI
988
Security National Bank of Sioux City Iowa
Iowa
$288K
CCM
989
CFO Capital Management
Connecticut
$288K
BAM
990
Bosun Asset Management
Illinois
$288K
ACM
991
Advisors Capital Management
New Jersey
$288K
DCM
992
Dudley Capital Management
Virginia
$288K
GSWM
993
Golden State Wealth Management
California
$286K
AGWCA
994
Annis Gardner Whiting Capital Advisors
Florida
$285K
OW
995
Olistico Wealth
Oklahoma
$284K
CA
996
Calton & Associates
Florida
$283K
GAM
997
Grandview Asset Management
Pennsylvania
$283K
CASB
998
Cape Ann Savings Bank
Massachusetts
$282K
CA
999
Carson Advisory
Georgia
$281K
IIC
1000
Ironwood Investment Counsel
Arizona
$280K