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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
Lido Advisors
426
Lido Advisors
California
$1.13M +$66.5K +559 +6%
BAM
427
Belpointe Asset Management
Nevada
$1.13M +$91.1K +766 +9%
DAS
428
Dynamic Advisor Solutions
Arizona
$1.13M +$265K +2,228 +30%
MIP
429
Marietta Investment Partners
Wisconsin
$1.13M
NFG
430
Next Financial Group
Texas
$1.12M -$166K -1,393 -13%
BL
431
Balentine LLC
Georgia
$1.1M +$1.11M +9,359 +13,763%
OAM
432
Occidental Asset Management
California
$1.1M
BJ
433
Brouwer & Janachowski
California
$1.09M -$4.88K -41 -0.4%
MKA
434
M. Kulyk & Associates
Georgia
$1.08M -$32.1K -270 -3%
MMA
435
Miracle Mile Advisors
California
$1.06M +$3.69K +31 +0.3%
KWM
436
Kingsview Wealth Management
Oregon
$1.04M +$5.11K +43 +0.5%
SWM
437
Sculati Wealth Management
Michigan
$1.04M
MWM
438
Meridian Wealth Management
Kentucky
$1.03M +$23.5K +198 +2%
LNC
439
Lincoln National Corp
Pennsylvania
$1.03M -$1.07K -9 -0.1%
PTP
440
Platform Technology Partners
New York
$1.03M +$1.05M +8,807 New
HCIA
441
Hochman Cole Investment Advisors
Illinois
$1.01M -$3.09K -26 -0.3%
NNP
442
Nachman Norwood & Parrott
South Carolina
$1.01M +$11.1K +93 +1%
TNB
443
Thomasville National Bank
Georgia
$1.01M -$1.49M -12,537 -59%
FAIM
444
Financial Advocates Investment Management
Washington
$1M +$47.2K +397 +5%
ZCI
445
Zevenbergen Capital Investments
Washington
$997K
AIP
446
ARS Investment Partners
New York
$993K
HPC
447
HM Payson & Co
Maine
$989K -$11.9K -100 -1%
VCA
448
Verdence Capital Advisors
Maryland
$989K +$714 +6 +0.1%
AF
449
Alerus Financial
North Dakota
$986K
ABC
450
Associated Banc-Corp
Wisconsin
$979K +$22.6K +190 +2%

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.