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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
FWIA
401
Fort Washington Investment Advisors
Ohio
$1.25M -$15.3K -129 -1%
SWA
402
Sutton Wealth Advisors
Florida
$1.25M -$19.7K -166 -2%
BFPW
403
BOK Financial Private Wealth
Colorado
$1.24M -$19.9K -167 -2%
SWM
404
Spire Wealth Management
Virginia
$1.24M -$1.32M -11,128 -51%
BAM
405
Berkshire Asset Management
Pennsylvania
$1.24M -$71.1K -598 -5%
MAM
406
Marquette Asset Management
Minnesota
$1.24M -$5.47K -46 -0.4%
GC
407
Grace Capital
Massachusetts
$1.23M
AL
408
Aspiriant LLC
California
$1.22M +$143K +1,200 +13%
SAF
409
Smith Anglin Financial
Texas
$1.21M +$20.6K +173 +2%
STA
410
Summit Trail Advisors
New York
$1.21M -$3.72M -31,245 -75%
JFG
411
JMG Financial Group
Illinois
$1.21M +$1.23M +10,351 New
CAM
412
Cozad Asset Management
Illinois
$1.2M -$157K -1,320 -11%
AAMC
413
Asset Allocation & Management Company
Illinois
$1.2M
TFCP
414
Twin Focus Capital Partners
Massachusetts
$1.19M
Renaissance Technologies
415
Renaissance Technologies
New York
$1.19M +$1.21M +10,200 New
RCAG
416
Rehmann Capital Advisory Group
Michigan
$1.18M +$15.2K +128 +1%
BC
417
Brio Consultants
California
$1.18M
LPT
418
Legacy Private Trust
Wisconsin
$1.17M -$50.5K -425 -4%
HC
419
Henshaw Capital
Massachusetts
$1.17M
ECG
420
Edge Capital Group
Georgia
$1.16M -$34.7K -292 -3%
NFP
421
Novak Financial Planning
Maryland
$1.16M -$72.9K -613 -6%
TWP
422
Tempus Wealth Planning
California
$1.15M +$768K +6,460 +190%
AC
423
Abbrea Capital
California
$1.14M
JWM
424
JGP Wealth Management
Oregon
$1.14M +$1.16M +9,764 New
Bank Julius Baer & Co
425
Bank Julius Baer & Co
Switzerland
$1.14M -$34.6K -291 -3%

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.