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iShares Select Dividend ETF

1,365 hedge funds and large institutions have $10.1B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 464 increasing their positions, 375 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,365
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
31
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
BM
1076
Berman McAleer
Maryland
$230K
PWSG
1077
Pacific Wealth Strategies Group
California
$230K
AWAG
1078
ARS Wealth Advisors Group
Florida
$230K
UIM
1079
Unified Investment Management
Georgia
$230K
VWA
1080
Visionary Wealth Advisors
Illinois
$230K
1NWS
1081
1 North Wealth Services
Maryland
$229K
TAM
1082
Tucker Asset Management
Colorado
$229K
CA
1083
Crumly & Associates
Illinois
$228K
HFRG
1084
Houlihan Financial Resource Group
Virginia
$228K
DJSG
1085
D.J. St. Germain
Massachusetts
$228K
TCM
1086
TABR Capital Management
California
$228K
RMC
1087
Ring Mountain Capital
California
$226K
FCM
1088
Firestone Capital Management
Florida
$226K
CCM
1089
Carderock Capital Management
Maryland
$226K
AWA
1090
ARQ Wealth Advisors
Arizona
$226K
KOMWMG
1091
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$225K
CT
1092
Colonial Trust
South Carolina
$225K
UAS
1093
United Asset Strategies
New York
$225K
FDDB
1094
Fidelity D&D Bancorp
Pennsylvania
$224K
GRWP
1095
Green Ridge Wealth Planning
New Jersey
$224K
DWM
1096
Denver Wealth Management
Colorado
$223K
SFA
1097
Seneca Financial Advisors
New York
$223K
HWM
1098
Howard Wealth Management
Connecticut
$223K
FGWP
1099
Founders Grove Wealth Partners
Virginia
$222K
WCP
1100
Wick Capital Partners
Pennsylvania
$222K