We are live on ! Find out more
DVY icon

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
WLPWM
276
Walled Lake Planning & Wealth Management
Illinois
$2.16M +$951 +8 +0%
Charles Schwab
277
Charles Schwab
California
$2.14M -$2.03M -17,070 -48%
FCC
278
Florin Court Capital
United Kingdom
$2.13M +$1.34M +11,300 +161%
TI
279
tru Independence
Oregon
$2.11M
CPIA
280
Cornell Pochily Investment Advisors
New York
$2.1M -$32.2K -271 -1%
KeyBank National Association
281
KeyBank National Association
Ohio
$2.09M -$147K -1,234 -6%
NSCM
282
New South Capital Management
Tennessee
$2.09M
FNBT
283
FineMark National Bank & Trust
Florida
$2.09M -$36.4K -306 -2%
PSUF
284
People's United Financial
Connecticut
$2.07M -$48.5K -408 -2%
KA
285
Kovack Advisors
Florida
$2.07M +$2.11M +17,712 New
MOS
286
MGO One Seven
Ohio
$2.06M +$557K +4,685 +36%
AF
287
Allworth Financial
California
$2.03M +$7.61K +64 +0.4%
PWA
288
Providence Wealth Advisors
Illinois
$2.02M +$385K +3,240 +23%
SFSIG
289
San Francisco Sentry Investment Group
California
$2.02M +$99.9K +840 +5%
MFW
290
Mosaic Family Wealth
Missouri
$2.01M +$8.44K +71 +0.4%
TW
291
Transform Wealth
Colorado
$2M -$5K -42 -0.2%
PA
292
Parallel Advisors
California
$2M -$48K -404 -2%
CWS
293
Cypress Wealth Services
California
$1.99M +$77.4K +651 +4%
BCA
294
Bay Colony Advisors
Massachusetts
$1.99M +$307K +2,585 +18%
AMG
295
Asset Management Group
Connecticut
$1.98M +$33.5K +282 +2%
MSFS
296
Main Street Financial Solutions
Pennsylvania
$1.97M +$9.39K +79 +0.5%
BIP
297
Bouvel Investment Partners
Pennsylvania
$1.97M +$30.1K +253 +2%
AAP
298
Arax Advisory Partners
Colorado
$1.97M +$2M +16,848 New
SFS
299
Sowell Financial Services
Arkansas
$1.96M -$1.14M -9,626 -36%
MWM
300
Mascoma Wealth Management
New Hampshire
$1.96M +$141K +1,185 +8%

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.