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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
WAS
1051
Wealth Advisory Solutions
Indiana
$233K
CT
1052
Clearstead Trust
Maine
$232K
CWM
1053
Chemistry Wealth Management
New York
$231K
MA
1054
MONECO Advisors
Connecticut
$231K
ACM
1055
Allred Capital Management
Texas
$231K
MCM
1056
Morton Capital Management
California
$231K
FMC
1057
First Merchants Corp
Indiana
$230K
OFS
1058
Oldfather Financial Services
Nebraska
$230K
BM
1059
Berman McAleer
Maryland
$230K
PWSG
1060
Pacific Wealth Strategies Group
California
$230K
AWAG
1061
ARS Wealth Advisors Group
Florida
$230K
UIM
1062
Unified Investment Management
Georgia
$230K
VWA
1063
Visionary Wealth Advisors
Illinois
$230K
1NWS
1064
1 North Wealth Services
Maryland
$229K
TAM
1065
Tucker Asset Management
Colorado
$229K
CA
1066
Crumly & Associates
Illinois
$228K
HFRG
1067
Houlihan Financial Resource Group
Virginia
$228K
DJSG
1068
D.J. St. Germain
Massachusetts
$228K
TCM
1069
TABR Capital Management
California
$228K
RMC
1070
Ring Mountain Capital
California
$226K
FCM
1071
Firestone Capital Management
Florida
$226K
CCM
1072
Carderock Capital Management
Maryland
$226K
AWA
1073
ARQ Wealth Advisors
Arizona
$226K
KOMWMG
1074
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$225K
CT
1075
Colonial Trust
South Carolina
$225K