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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
AIM
1001
Anchor Investment Management
South Carolina
$279K
SIC
1002
Sigma Investment Counselors
Michigan
$279K
CWM
1003
Cedar Wealth Management
California
$279K
SPC
1004
Spirepoint Private Client
Florida
$278K
TCM
1005
Triumph Capital Management
Colorado
$278K
MCWS
1006
McKinley Carter Wealth Services
West Virginia
$278K
VIA
1007
Victrix Investment Advisors
Florida
$276K
MFG
1008
Mustico Financial Group
New York
$275K
SHGA
1009
Sand Hill Global Advisors
California
$274K
AWG
1010
Altus Wealth Group
Colorado
$274K
MFS
1011
Madrona Financial Services
Washington
$273K
SEP
1012
Southland Equity Partners
Missouri
$272K
KA
1013
Kovack Advisors
Florida
$272K
1SB
1014
1ST Source Bank
Indiana
$272K
YIH
1015
Y-Intercept (HK)
Hong Kong
$272K
PCA
1016
Providence Capital Advisors
North Carolina
$271K
WAS
1017
Wealth Advisory Solutions
Indiana
$271K
LFA
1018
Lauterbach Financial Advisors
Texas
$271K
TWA
1019
Tulsa Wealth Advisors
Oklahoma
$271K
SPF
1020
South Plains Financial
Texas
$271K
BWM
1021
Birchcreek Wealth Management
Ohio
$270K
DJSG
1022
D.J. St. Germain
Massachusetts
$270K
ZIM
1023
Zacks Investment Management
Illinois
$269K
NG
1024
Norden Group
Utah
$268K
CWS
1025
Confluence Wealth Services
Pennsylvania
$268K