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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
GEA
376
Glen Eagle Advisors
New Jersey
$1.37M +$104K +875 +8%
SFG
377
StrategIQ Financial Group
Indiana
$1.36M -$15.5K -130 -1%
PB
378
Pinnacle Bancorp
Nebraska
$1.36M -$35.3K -297 -2%
WA
379
WBH Advisory
Maryland
$1.35M +$951 +8 +0.1%
VCS
380
Vaughan & Co Securities
New Jersey
$1.35M +$81.8K +688 +6%
CG
381
Colony Group
Massachusetts
$1.35M -$3.92K -33 -0.3%
VVP
382
Venture Visionary Partners
Ohio
$1.34M +$30.8K +259 +2%
CS
383
Credit Suisse
Switzerland
$1.34M +$1.37M +11,489 New
EWM
384
Edge Wealth Management
New York
$1.34M +$182K +1,527 +15%
FHA
385
Flagship Harbor Advisors
Massachusetts
$1.33M -$61.5K -517 -4%
EWA
386
Exencial Wealth Advisors
Oklahoma
$1.32M -$26.5K -223 -2%
ADL
387
Asset Dedication LLC
California
$1.32M +$60.9K +512 +5%
CFO
388
CVA Family Office
Colorado
$1.31M +$1.43K +12 +0.1%
RIM
389
Rockbridge Investment Management
New York
$1.31M -$2.97K -25 -0.2%
CPIG
390
Chicago Partners Investment Group
Illinois
$1.3M -$16.8K -141 -1%
KTA
391
Keeley-Teton Advisors
Illinois
$1.3M
LWAC
392
Laurel Wealth Advisors (California)
California
$1.3M -$5.95K -50 -0.4%
TFS
393
Thoroughbred Financial Services
Tennessee
$1.29M +$29.5K +248 +2%
CW
394
CreativeOne Wealth
Kansas
$1.28M +$682K +5,732 +109%
CT
395
Caldwell Trust
Florida
$1.28M +$2.26K +19 +0.2%
NP
396
NorthRock Partners
Minnesota
$1.28M -$5.83K -49 -0.4%
WP
397
WealthSource Partners
California
$1.27M +$174K +1,460 +15%
ICM
398
Islay Capital Management
Texas
$1.26M -$57.6K -484 -4%
KBFS
399
Kohmann Bosshard Financial Services
Ohio
$1.26M
Cerity Partners
400
Cerity Partners
New York
$1.26M +$70.9K +596 +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.