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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
EWM
251
Evercore Wealth Management
New York
$2.47M -$97.4K -819 -4%
PL
252
Plancorp LLC
Missouri
$2.44M -$162K -1,366 -6%
FB
253
Fulton Bank
Pennsylvania
$2.44M
NL
254
NWAM LLC
Washington
$2.41M -$21.8K -183 -0.9%
OIA
255
Optimum Investment Advisors
Illinois
$2.38M -$132K -1,113 -5%
CAGAS
256
Capital Advisory Group Advisory Services
Minnesota
$2.37M +$464K +3,900 +24%
VCM
257
Virtue Capital Management
Tennessee
$2.37M -$274K -2,303 -10%
FHA
258
First Horizon Advisors
Tennessee
$2.36M -$190K -1,598 -7%
LFAS
259
Level Four Advisory Services
Texas
$2.35M -$77.2K -649 -3%
FPS
260
Fieldpoint Private Securities
Connecticut
$2.34M +$152K +1,275 +7%
PP
261
Palladium Partners
Virginia
$2.33M -$56.5K -475 -2%
ATC
262
Argent Trust Co
Tennessee
$2.32M -$72.9K -613 -3%
CGA
263
Crescent Grove Advisors
Illinois
$2.31M +$78K +656 +3%
PPA
264
Parametric Portfolio Associates
Washington
$2.29M +$1.59M +13,343 +211%
AWA
265
Arete Wealth Advisors
Illinois
$2.26M +$896K +7,532 +64%
ZF
266
Zhang Financial
Michigan
$2.26M +$13.2K +111 +0.6%
WA
267
Wambolt & Associates
Colorado
$2.25M +$134K +1,129 +6%
FWCM
268
Ferguson Wellman Capital Management
Oregon
$2.24M +$48.2K +405 +2%
JWCA
269
J.W. Cole Advisors
Florida
$2.23M +$393K +3,303 +21%
HSBC Holdings
270
HSBC Holdings
United Kingdom
$2.22M -$539K -4,529 -19%
PPP
271
Private Portfolio Partners
New Jersey
$2.22M +$23K +193 +1%
NCM
272
Narwhal Capital Management
Georgia
$2.21M +$45.2K +380 +2%
BDWM
273
Brewin Dolphin Wealth Management
Ireland
$2.2M -$30.9K -260 -1%
Susquehanna International Group
274
Susquehanna International Group
Pennsylvania
$2.2M -$6.24M -52,434 -74%
ONST
275
Old North State Trust
North Carolina
$2.19M -$326K -2,738 -13%

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.