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iShares Select Dividend ETF

1,347 hedge funds and large institutions have $10B invested in iShares Select Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 459 increasing their positions, 373 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
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
LW
101
Linscomb Wealth
Texas
$9.14M
AG
102
AlTi Global
New York
$9.12M
GFG
103
Greenberg Financial Group
Arizona
$9.05M
TPCW
104
TD Private Client Wealth
New York
$9.01M
PFG
105
Pinnacle Financial Group
Illinois
$8.98M
AAIM
106
Asset Advisors Investment Management
Georgia
$8.87M
DBIA
107
Dumont & Blake Investment Advisors
New Jersey
$8.82M
KWA
108
Kingswood Wealth Advisors
California
$8.62M
MA
109
Mutual Advisors
Nebraska
$8.56M
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$8.32M
WMA
111
Wealth Management Associates
New Jersey
$8.28M
IWC
112
Integrated Wealth Concepts
Massachusetts
$8.19M
SFA
113
Sequoia Financial Advisors
Ohio
$8.1M
VFP
114
Verus Financial Partners
Virginia
$8.07M
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$8.06M
BFA
116
Beaumont Financial Advisors
Massachusetts
$8M
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$7.66M
ANB
118
Amarillo National Bank
Texas
$7.63M
KIA
119
KCM Investment Advisors
California
$7.46M
Edgewood Management
120
Edgewood Management
Connecticut
$7.33M
LF
121
Lee Financial
Texas
$7.28M
ST
122
Smithfield Trust
Pennsylvania
$7.24M
OC
123
Oppenheimer & Co
New York
$6.94M
CAM
124
Carret Asset Management
New York
$6.89M
SCM
125
Sterling Capital Management
North Carolina
$6.83M