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iShares Select Dividend ETF

1,343 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, 458 increasing their positions, 372 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,343
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
CPWL
1026
Coquina Private Wealth LLC
Florida
$243K
CA
1027
Chatterton & Associates
California
$243K
HWP
1028
Highline Wealth Partners
California
$241K
DDC
1029
DF Dent & Co
Maryland
$241K
SWP
1030
Semus Wealth Partners
Florida
$240K
HPBT
1031
Hickory Point Bank & Trust
Illinois
$240K
PFG
1032
Prosperity Financial Group
California
$240K
HPM
1033
Hoxton Planning & Management
West Virginia
$239K
BPWM
1034
BCS Private Wealth Management
New Jersey
$239K
PSB
1035
Piscataqua Savings Bank
New Hampshire
$239K
SWMG
1036
Sard Wealth Management Group
Georgia
$238K
YIH
1037
Y-Intercept (HK)
Hong Kong
$237K
UPS
1038
UHLMANN PRICE SECURITIES
Illinois
$237K
GSIAS
1039
Garden State Investment Advisory Services
New Jersey
$237K
AWA
1040
Adapt Wealth Advisors
Georgia
$237K
FF
1041
Francis Financial
$236K
MC
1042
Middleton & Co
Massachusetts
$236K
TTWM
1043
TCV Trust & Wealth Management
Virginia
$236K
KW
1044
KWB Wealth
California
$236K
Citigroup
1045
Citigroup
New York
$235K
IIL
1046
Insight Inv LLC
California
$235K
BC
1047
Burney Company
Virginia
$235K
KFG
1048
Kelly Financial Group
Connecticut
$234K
SF
1049
Slagle Financial
Illinois
$234K
SPWM
1050
Smith Partners Wealth Management
North Carolina
$233K