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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
HW
326
Hancock Whitney
Mississippi
$1.73M +$19.6K +165 +1%
Kayne Anderson Rudnick Investment Management
327
Kayne Anderson Rudnick Investment Management
California
$1.71M +$328K +2,760 +23%
TCA
328
Transcend Capital Advisors
New Jersey
$1.71M +$1.74M +14,659 New
OIA
329
OneDigital Investment Advisors
Kansas
$1.71M +$47.5K +399 +3%
OPS
330
Orion Portfolio Solutions
Nebraska
$1.7M +$66K +555 +4%
Mirae Asset Global Investments
331
Mirae Asset Global Investments
South Korea
$1.69M +$1.72M +14,500 New
GFP
332
Gryphon Financial Partners
Ohio
$1.68M +$290K +2,439 +20%
BAS
333
Brown Advisory Securities
Maryland
$1.67M +$51.9K +436 +3%
JCM
334
Jag Capital Management
Missouri
$1.67M +$5.11K +43 +0.3%
CHC
335
City Holding Co
West Virginia
$1.67M +$145K +1,216 +9%
CGH
336
CMG Global Holdings
Texas
$1.67M +$164K +1,382 +11%
CCG
337
Cypress Capital Group
Florida
$1.66M -$67K -563 -4%
TWA
338
TCI Wealth Advisors
Arizona
$1.66M +$107K +901 +7%
APWM
339
Atlas Private Wealth Management
New York
$1.66M -$5K -42 -0.3%
Barclays
340
Barclays
United Kingdom
$1.64M +$1.67M +14,081 New
MCCP
341
Mission Creek Capital Partners
California
$1.64M +$80.9K +680 +5%
FCI
342
Financial Counselors Inc
Kansas
$1.63M +$4.88K +41 +0.3%
HH
343
Hilltop Holdings
Texas
$1.63M -$129K -1,088 -7%
RWA
344
River Wealth Advisors
Pennsylvania
$1.63M -$7.13K -60 -0.4%
OFS
345
Oldfather Financial Services
Nebraska
$1.62M +$194K +1,635 +14%
GTAM
346
Global Trust Asset Management
Florida
$1.62M +$567K +4,767 +52%
SNBOSCI
347
Security National Bank of Sioux City Iowa
Iowa
$1.57M +$1.31M +10,991 +438%
WFA
348
Wellspring Financial Advisors
Ohio
$1.57M -$1.51M -12,671 -48%
BFEC
349
Benjamin F. Edwards & Company
Missouri
$1.57M -$2.14K -18 -0.1%
SWP
350
Summit Wealth Partners
Florida
$1.56M -$23.8K -200 -1%

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.