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iShares Select Dividend ETF

1,412 hedge funds and large institutions have $10.4B invested in iShares Select Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 452 increasing their positions, 437 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 58

100% more call options, than puts

Call options by funds: $179M | Put options by funds: $89.4M

3% more funds holding in top 10

Funds holding in top 10: 3233 (+1)

2% more funds holding

Funds holding: 1,3791,412 (+33)

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $10.1B → $10.4B (+$276M)

0.6% less ownership

Funds ownership: 47.06%46.47% (-0.6%)

Holders
1,412
Holders Change
+33
Holders Change %
+2.39%
% of All Funds
17.39%
Holding in Top 10
33
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.13%
% of All Funds
0.41%
New
118
Increased
452
Reduced
437
Closed
58
Calls
$179M
Puts
$89.4M
Net Calls
+$89.6M
Net Calls Change
-$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
SOA Wealth Advisors
New York
$9.6M -$261K -1,730 -3%
KWA
102
Kingswood Wealth Advisors
California
$9.53M +$282K +1,867 +3%
TPCW
103
TD Private Client Wealth
New York
$9.4M -$265K -1,756 -3%
AAIM
104
Asset Advisors Investment Management
Georgia
$9.36M -$158K -1,046 -2%
DBIA
105
Dumont & Blake Investment Advisors
New Jersey
$9.34M -$117K -776 -1%
IA
106
IFG Advisors
Missouri
$9.27M -$8.19M -54,209 -47%
WMA
107
Wealth Management Associates
New Jersey
$9.1M +$221K +1,464 +2%
PFG
108
Pinnacle Financial Group
Illinois
$8.9M -$737K -4,878 -8%
CBU
109
CIBC Bancorp USA
Illinois
$8.84M +$8.82M +58,375 New
BFA
110
Beaumont Financial Advisors
Massachusetts
$8.56M -$23.1K -153 -0.3%
MA
111
Mutual Advisors
Nebraska
$8.47M -$707K -4,680 -8%
SFA
112
Sequoia Financial Advisors
Ohio
$8.45M -$242K -1,603 -3%
Edgewood Management
113
Edgewood Management
Connecticut
$8.32M +$453K +3,000 +6%
LW
114
Linscomb Wealth
Texas
$8.19M -$1.61M -10,678 -16%
ANB
115
Amarillo National Bank
Texas
$8.19M
BF
116
BOK Financial
Oklahoma
$8.16M -$5.56M -36,844 -41%
PFS
117
Prospera Financial Services
Texas
$8.04M +$1.32M +8,756 +20%
SAS
118
Stelac Advisory Services
New York
$8.03M +$1.12M +7,449 +16%
KIA
119
KCM Investment Advisors
California
$8M +$1.96K +13 +0%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$7.95M +$1.81M +11,990 +29%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$7.92M -$292K -1,935 -4%
ST
122
Smithfield Trust
Pennsylvania
$7.67M -$97.1K -643 -1%
OC
123
Oppenheimer & Co
New York
$7.65M +$199K +1,318 +3%
LF
124
Lee Financial
Texas
$7.58M -$225K -1,488 -3%
CAM
125
Carret Asset Management
New York
$7.49M +$102K +675 +1%