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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
GC
451
Grimes & Company
Massachusetts
$978K +$2.14K +18 +0.2%
PAM
452
Peak Asset Management
Colorado
$975K -$1.78K -15 -0.2%
PAA
453
Peregrine Asset Advisers
Oregon
$970K +$476 +4 +0%
KCM
454
Kanawha Capital Management
Virginia
$968K +$306K +2,574 +45%
LFF
455
Level Four Financial
Texas
$965K
CIA
456
Choate Investment Advisors
Massachusetts
$962K -$72.3K -608 -7%
BCWM
457
Bartlett & Co Wealth Management
Ohio
$959K -$35.7K -300 -4%
BC
458
Bartlett & Co
Ohio
$959K -$35.7K -300 -4%
WAP
459
Wealthcare Advisory Partners
Pennsylvania
$956K +$364K +3,059 +59%
EIA
460
Eldridge Investment Advisors
New Hampshire
$953K +$60.7K +510 +7%
CAL
461
Capital Advisors Ltd
Ohio
$950K +$122K +1,022 +14%
SAM
462
SignalPoint Asset Management
Missouri
$948K
CWM
463
Curi Wealth Management
North Carolina
$943K +$28.5K +240 +3%
HIP
464
HUB Investment Partners
Texas
$934K -$115K -963 -11%
CP
465
Cumberland Partners
Ontario, Canada
$932K +$250K +2,100 +36%
SSWM
466
Sheets Smith Wealth Management
North Carolina
$915K +$1.55K +13 +0.2%
SMC
467
Smith, Moore & Co
Missouri
$915K +$23.8K +200 +3%
CA
468
Calton & Associates
Florida
$913K -$168K -1,409 -15%
AWA
469
Arkadios Wealth Advisors
Georgia
$911K +$596K +5,008 +179%
KMWM
470
Keudell/Morrison Wealth Management
Oregon
$910K +$140K +1,180 +18%
GIA
471
Gladstone Institutional Advisory
Florida
$890K +$667K +5,606 +277%
WP
472
WealthPLAN Partners
Nebraska
$888K -$19K -160 -2%
AWM
473
Avior Wealth Management
Nebraska
$888K -$17.4K -146 -2%
MC
474
Moors & Cabot
Massachusetts
$885K -$94.1K -791 -9%
CAAS
475
Capital Asset Advisory Services
Michigan
$883K +$23.8K +200 +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.