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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
SWM
351
Sugarloaf Wealth Management
Georgia
$1.55M +$1.53M +12,885 +3,068%
WB
352
WesBanco Bank
West Virginia
$1.55M +$11.9K +100 +0.8%
SS
353
Sunbelt Securities
Texas
$1.54M +$119 +1 +0%
GAM
354
Gould Asset Management
California
$1.52M -$222K -1,865 -13%
WB
355
Webster Bank
Connecticut
$1.51M
RIA
356
Regal Investment Advisors
Michigan
$1.51M +$1.54M +12,925 New
AP
357
Adero Partners
California
$1.5M +$29.7K +250 +2%
CNBTD
358
Citizens National Bank Trust Department
Mississippi
$1.48M +$901K +7,576 +148%
TCMP
359
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.48M +$251K +2,114 +20%
IRC
360
Investors Research Corp
Georgia
$1.46M -$1.9K -16 -0.1%
AW
361
ACG Wealth
Georgia
$1.45M -$316K -2,654 -18%
XF
362
XML Financial
Maryland
$1.44M -$2.38K -20 -0.2%
IWS
363
Insight Wealth Strategies
California
$1.42M +$767K +6,447 +112%
SFG
364
SageGuard Financial Group
Tennessee
$1.42M -$85.5K -719 -6%
WW
365
Westshore Wealth
California
$1.41M
WCM
366
WealthBridge Capital Management
Ohio
$1.41M +$134K +1,127 +10%
CBN
367
Cadence Bank NA
Texas
$1.4M +$7.02K +59 +0.5%
FCFC
368
First Citizens Financial Corp
Iowa
$1.4M
EW
369
Evoke Wealth
California
$1.4M +$49.1K +413 +4%
EWA
370
EP Wealth Advisors
California
$1.4M +$57.3K +482 +4%
RMAM
371
Raab & Moskowitz Asset Management
New Jersey
$1.39M +$23.8K +200 +2%
HIA
372
Harbor Investment Advisory
Maryland
$1.39M -$40.9K -344 -3%
PS
373
Planned Solutions
California
$1.39M +$95.4K +802 +7%
PGA
374
Portland Global Advisors
Maine
$1.38M -$77.3K -650 -5%
MFG
375
Magnus Financial Group
New York
$1.38M -$7.97K -67 -0.6%

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.