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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
Goldman Sachs
26
Goldman Sachs
New York
$52.1M +$4.56M +38,303 +9%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$49.8M +$9.1M +76,558 +22%
AssetMark Inc
28
AssetMark Inc
California
$48.3M -$1.41M -11,831 -3%
Fifth Third Bancorp
29
Fifth Third Bancorp
Ohio
$47.2M -$1.29M -10,883 -3%
Comerica Bank
30
Comerica Bank
Texas
$41.8M +$531K +4,461 +1%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$41M +$11.8M +99,422 +39%
FMLI
32
Fukoku Mutual Life Insurance
Japan
$38.3M
KWM
33
Keebeck Wealth Management
Illinois
$37M -$2.39M -20,110 -6%
CB
34
Commerce Bank
Missouri
$36M +$195K +1,639 +0.5%
M&T Bank
35
M&T Bank
New York
$33.7M +$1.39M +11,677 +4%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$32.9M +$6.78M +57,009 +25%
Creative Planning
37
Creative Planning
Kansas
$32M +$3.15M +26,500 +11%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$31.9M +$12.6M +106,125 +63%
GW
39
GW & Wade
Massachusetts
$30.8M +$2.73M +22,986 +10%
ANTB
40
AMG National Trust Bank
Colorado
$30.1M +$173K +1,454 +0.6%
SF
41
Synovus Financial
Georgia
$29.8M +$2.97M +24,996 +11%
HighTower Advisors
42
HighTower Advisors
Illinois
$28.6M +$2.98M +25,035 +11%
LIA
43
LBMC Investment Advisors
Tennessee
$28M +$1.79M +15,040 +7%
PAG
44
Private Advisor Group
New Jersey
$26.6M +$94.1K +791 +0.3%
Mariner
45
Mariner
Kansas
$26.3M -$31K -261 -0.1%
VFP
46
Verus Financial Partners
Virginia
$26.2M +$651K +5,473 +2%
HNB
47
Huntington National Bank
Ohio
$24.7M +$748K +6,291 New
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$24M +$55.7K +468 +0.2%
Stifel Financial
49
Stifel Financial
Missouri
$23.7M -$1.83M -15,421 -7%
TNBTD
50
Trustmark National Bank Trust Department
Mississippi
$23.6M -$271K -2,282 -1%

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.