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iShares Select Dividend ETF

1,398 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, 447 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: 447 | Existing positions reduced: 432

2% more capital invested

Capital invested by funds: $10.1B → $10.3B (+$251M)

0.71% less ownership

Funds ownership: 47.05%46.34% (-0.71%)

Holders
1,398
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
KWA
101
Kingswood Wealth Advisors
California
$9.53M
TPCW
102
TD Private Client Wealth
New York
$9.4M
AAIM
103
Asset Advisors Investment Management
Georgia
$9.36M
DBIA
104
Dumont & Blake Investment Advisors
New Jersey
$9.34M
IA
105
IFG Advisors
Missouri
$9.27M
WMA
106
Wealth Management Associates
New Jersey
$9.1M
PFG
107
Pinnacle Financial Group
Illinois
$8.9M
CBU
108
CIBC Bancorp USA
Illinois
$8.84M
BFA
109
Beaumont Financial Advisors
Massachusetts
$8.56M
MA
110
Mutual Advisors
Nebraska
$8.47M
SFA
111
Sequoia Financial Advisors
Ohio
$8.45M
Edgewood Management
112
Edgewood Management
Connecticut
$8.32M
LW
113
Linscomb Wealth
Texas
$8.19M
ANB
114
Amarillo National Bank
Texas
$8.19M
BF
115
BOK Financial
Oklahoma
$8.16M
PFS
116
Prospera Financial Services
Texas
$8.04M
SAS
117
Stelac Advisory Services
New York
$8.03M
KIA
118
KCM Investment Advisors
California
$8M
Jones Financial Companies
119
Jones Financial Companies
Missouri
$7.95M
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$7.92M
ST
121
Smithfield Trust
Pennsylvania
$7.67M
OC
122
Oppenheimer & Co
New York
$7.65M
LF
123
Lee Financial
Texas
$7.58M
CAM
124
Carret Asset Management
New York
$7.49M
Kovitz Investment Group Partners
125
Kovitz Investment Group Partners
Illinois
$7.16M