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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
BAG
1126
Bridgewealth Advisory Group
California
$220K
AA
1127
AJ Advisors
Tennessee
$220K
DF
1128
Dunhill Financial
United Kingdom
$216K
COCM
1129
Charter Oak Capital Management
New Hampshire
$215K
COI
1130
Connable Office Inc
Michigan
$213K
PIA
1131
Panoramic Investment Advisors
Colorado
$213K
PPW
1132
Pasadena Private Wealth
California
$213K
HL
1133
HeadInvest LLC
Maine
$212K
MWM
1134
Mattern Wealth Management
Kansas
$212K
PFA
1135
Providence Financial Advisors
Kansas
$212K
PWP
1136
Private Wealth Partners
California
$212K
SWA
1137
Strategies Wealth Advisors
Michigan
$212K
GD
1138
Grandfield & Dodd
New York
$212K
MA
1139
Montag & Associates
Georgia
$212K
CL
1140
COWA LLC
Oklahoma
$211K
TIM
1141
Tortoise Investment Management
New York
$211K
PWM
1142
Partners Wealth Management
California
$210K
RFO
1143
RiverGlades Family Offices
Florida
$209K
DE
1144
Diversified Enterprises
Delaware
$209K
CAGAS
1145
Capital Advisory Group Advisory Services
Minnesota
$208K
SPA
1146
Sentinel Pension Advisors
Massachusetts
$208K
Barclays
1147
Barclays
United Kingdom
$208K
SAMT
1148
Select Asset Management & Trust
Pennsylvania
$208K
FA
1149
Fiduciary Alliance
South Carolina
$208K
JCM
1150
Jacobi Capital Management
Pennsylvania
$206K