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iShares Select Dividend ETF

1,347 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 459 increasing their positions, 373 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
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
AFG
1026
Allegheny Financial Group
Pennsylvania
$245K
GPW
1027
Gray Private Wealth
Massachusetts
$244K
CPWL
1028
Coquina Private Wealth LLC
Florida
$243K
CA
1029
Chatterton & Associates
California
$243K
HWP
1030
Highline Wealth Partners
California
$241K
DDC
1031
DF Dent & Co
Maryland
$241K
SWP
1032
Semus Wealth Partners
Florida
$240K
HPBT
1033
Hickory Point Bank & Trust
Illinois
$240K
PFG
1034
Prosperity Financial Group
California
$240K
HPM
1035
Hoxton Planning & Management
West Virginia
$239K
BPWM
1036
BCS Private Wealth Management
New Jersey
$239K
PSB
1037
Piscataqua Savings Bank
New Hampshire
$239K
SWMG
1038
Sard Wealth Management Group
Georgia
$238K
YIH
1039
Y-Intercept (HK)
Hong Kong
$237K
UPS
1040
UHLMANN PRICE SECURITIES
Illinois
$237K
GSIAS
1041
Garden State Investment Advisory Services
New Jersey
$237K
AWA
1042
Adapt Wealth Advisors
Georgia
$237K
FF
1043
Francis Financial
$236K
MC
1044
Middleton & Co
Massachusetts
$236K
TTWM
1045
TCV Trust & Wealth Management
Virginia
$236K
KW
1046
KWB Wealth
California
$236K
Citigroup
1047
Citigroup
New York
$235K
IIL
1048
Insight Inv LLC
California
$235K
BC
1049
Burney Company
Virginia
$235K
KFG
1050
Kelly Financial Group
Connecticut
$234K