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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

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: 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
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
SWA
101
SOA Wealth Advisors
New York
$9.6M
KWA
102
Kingswood Wealth Advisors
California
$9.53M
TPCW
103
TD Private Client Wealth
New York
$9.4M
AAIM
104
Asset Advisors Investment Management
Georgia
$9.36M
DBIA
105
Dumont & Blake Investment Advisors
New Jersey
$9.34M
IA
106
IFG Advisors
Missouri
$9.27M
WMA
107
Wealth Management Associates
New Jersey
$9.1M
PFG
108
Pinnacle Financial Group
Illinois
$8.9M
CBU
109
CIBC Bancorp USA
Illinois
$8.84M
BFA
110
Beaumont Financial Advisors
Massachusetts
$8.56M
MA
111
Mutual Advisors
Nebraska
$8.47M
SFA
112
Sequoia Financial Advisors
Ohio
$8.45M
Edgewood Management
113
Edgewood Management
Connecticut
$8.32M
LW
114
Linscomb Wealth
Texas
$8.19M
ANB
115
Amarillo National Bank
Texas
$8.19M
BF
116
BOK Financial
Oklahoma
$8.16M
PFS
117
Prospera Financial Services
Texas
$8.04M
SAS
118
Stelac Advisory Services
New York
$8.03M
KIA
119
KCM Investment Advisors
California
$8M
Jones Financial Companies
120
Jones Financial Companies
Missouri
$7.95M
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$7.92M
ST
122
Smithfield Trust
Pennsylvania
$7.67M
OC
123
Oppenheimer & Co
New York
$7.65M
LF
124
Lee Financial
Texas
$7.58M
CAM
125
Carret Asset Management
New York
$7.49M