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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
FCC
201
Florin Court Capital
United Kingdom
$4.19M
OWA
202
One Wealth Advisors
California
$4.14M
MPCL
203
My Personal CFO LLC
Washington
$4.13M
GFA
204
Godfrey Financial Associates
New York
$4.12M
Bessemer Group
205
Bessemer Group
New Jersey
$4.1M
PAS
206
PKS Advisory Services
New York
$4.06M
PFA
207
Pinnacle Family Advisors
Missouri
$4.03M
PCMF
208
Private Capital Management (Florida)
Florida
$4M
Deutsche Bank
209
Deutsche Bank
Germany
$3.99M
ATC
210
Argent Trust Co
Tennessee
$3.98M
CAL
211
Capital Analysts LLC
Pennsylvania
$3.98M
MWM
212
Mission Wealth Management
California
$3.97M
EWA
213
EP Wealth Advisors
California
$3.95M
HI
214
Harbour Investments
Wisconsin
$3.9M
GVAG
215
Great Valley Advisor Group
Delaware
$3.89M
IJWM
216
Inman Jager Wealth Management
Mississippi
$3.8M
AA
217
Argent Advisors
Louisiana
$3.77M
JIC
218
Johnson Investment Counsel
Ohio
$3.75M
USCWA
219
U.S. Capital Wealth Advisors
Texas
$3.73M
GPA
220
Guidance Point Advisors
Massachusetts
$3.67M
VFA
221
Valeo Financial Advisors
Indiana
$3.66M
SCA
222
Snowden Capital Advisors
New York
$3.63M
MB
223
MidFirst Bank
Oklahoma
$3.58M
SQA
224
Simon Quick Advisors
New Jersey
$3.55M
SCG
225
Sonata Capital Group
Washington
$3.54M