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iShares Select Dividend ETF

1,033 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 391 increasing their positions, 297 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

673% more call options, than puts

Call options by funds: $165M | Put options by funds: $21.3M

84% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 44

32% more repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 297

11% more funds holding in top 10

Funds holding in top 10: 3842 (+4)

5% more capital invested

Capital invested by funds: $7.57B → $7.95B (+$385M)

3% more funds holding

Funds holding: 1,0071,033 (+26)

0.12% more ownership

Funds ownership: 42.66%42.78% (+0.12%)

Holders
1,033
Holders Change
+26
Holders Change %
+2.58%
% of All Funds
17.98%
Holding in Top 10
42
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.53%
% of All Funds
0.73%
New
81
Increased
391
Reduced
297
Closed
44
Calls
$165M
Puts
$21.3M
Net Calls
+$144M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
226
First Citizens Bank & Trust
North Carolina
$2.85M -$140K -1,180 -5%
FMBTD
227
First Midwest Bank Trust Division
Illinois
$2.82M +$1.15M +9,710 +67%
5L
228
55I LLC
Massachusetts
$2.81M +$901K +7,578 +46%
SPL
229
Smart Portfolios LLC
Washington
$2.76M -$55.2K -464 -2%
PFT
230
Providence First Trust
Arizona
$2.75M +$1.05M +8,840 +60%
HI
231
Harbour Investments
Wisconsin
$2.75M -$29.1K -245 -1%
CL
232
CPWM LLC
Washington
$2.75M +$74.7K +628 +3%
DADC
233
D.A. Davidson & Co
Montana
$2.74M -$161K -1,355 -5%
WWM
234
Western Wealth Management
Colorado
$2.72M +$46.9K +394 +2%
PNC
235
Park National Corp
Ohio
$2.71M -$613K -5,151 -18%
CGH
236
Crossmark Global Holdings
Texas
$2.71M
HCM
237
Howland Capital Management
Massachusetts
$2.71M -$70.8K -595 -2%
PCA
238
Private Capital Advisors
Connecticut
$2.7M
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.68M -$56K -471 -2%
FEM
240
Fulcrum Equity Management
Texas
$2.66M +$2.71M +22,785 New
JIC
241
Joel Isaacson & Co
New York
$2.64M +$15.9K +134 +0.6%
IA
242
IFP Advisors
Florida
$2.6M -$9.63K -81 -0.4%
JPLA
243
Joseph P. Lucia & Associates
New York
$2.6M +$527K +4,435 +25%
SB
244
Simmons Bank
Arkansas
$2.59M +$17.6K +148 +0.7%
AC
245
Alexandria Capital
Virginia
$2.57M -$147K -1,235 -5%
SFA
246
Sequoia Financial Advisors
Ohio
$2.55M +$48.5K +408 +2%
FIM
247
Fernwood Investment Management
Massachusetts
$2.52M +$47.6K +400 +2%
Two Sigma Advisers
248
Two Sigma Advisers
New York
$2.51M +$2.56M +21,500 New
LC
249
Landaas & Company
Wisconsin
$2.5M +$12.5K +105 +0.5%
CCM
250
Coldstream Capital Management
Washington
$2.5M +$916K +7,703 +56%

DVY Hedge Fund Activity: Q2 2021 in Review

1,033 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2021, worth a combined $7.95B — up 5.1% from $7.57B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new DVY positions and 44 closed out — a net gain of 37 holders — while 391 added to existing stakes and 297 trimmed.

The largest buyer was Horizon Investments, adding an estimated $85.1M. The largest seller was Parker Investment Management, exiting entirely with an estimated $143M sold.

  • 1,033 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2021, up from 1,007 in Q1 2021.
  • Funds reported $7.95B of iShares Select Dividend ETF stock for Q2 2021, up 5.1% quarter-over-quarter.
  • 81 funds opened new iShares Select Dividend ETF positions in Q2 2021 and 44 closed out, a net change of +37 holders.
  • The largest iShares Select Dividend ETF buyer in Q2 2021 was Horizon Investments, an estimated $85.1M added.
  • The largest iShares Select Dividend ETF seller in Q2 2021 was Parker Investment Management, an estimated $143M sold.

Based on aggregated 13F filings for Q2 2021.