We are live on ! Find out more
DVY icon

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
FHB
476
First Hawaiian Bank
Hawaii
$876K +$18.2K +153 +2%
LNWWM
477
Laird Norton Wetherby Wealth Management
California
$876K +$681K +5,730 +323%
LIA
478
LS Investment Advisors
Michigan
$875K -$416K -3,500 -32%
RE
479
RBC Europe
United Kingdom
$873K
BU
480
BBVA USA
Alabama
$869K +$886K +7,449 New
WAG
481
Winthrop Advisory Group
Massachusetts
$867K +$2.73K +23 +0.3%
FA
482
Fermata Advisors
California
$867K +$630K +5,300 +249%
First Manhattan
483
First Manhattan
New York
$861K +$369K +3,100 +72%
CCG
484
Chatham Capital Group
Georgia
$859K
APP
485
Avantax Planning Partners
Iowa
$854K -$81.7K -687 -9%
FMTC
486
Farmers & Merchants Trust Company
California
$853K
TYCC
487
Texas Yale Capital Corp
Florida
$851K
CM
488
Columbus Macro
Pennsylvania
$845K
MBT
489
Montecito Bank & Trust
California
$838K +$137K +1,152 +19%
LWA
490
Lineweaver Wealth Advisors
Ohio
$835K +$555K +4,668 +187%
AIM
491
Astor Investment Management
Illinois
$833K +$850K +7,146 New
CCMG
492
Clark Capital Management Group
Pennsylvania
$832K +$481K +4,044 +131%
PCG
493
Private Capital Group
Connecticut
$826K
MFW
494
Meristem Family Wealth
Minnesota
$825K
SCA
495
Snowden Capital Advisors
New York
$821K
DWT
496
Dorsey & Whitney Trust
South Dakota
$818K -$95.6K -804 -10%
FMC
497
First Merchants Corp
Indiana
$818K
IB
498
Intrust Bank
Kansas
$818K
RBFC
499
Roman Butler Fullerton & Co
Missouri
$818K +$1.43K +12 +0.2%
AIC
500
Archer Investment Corporation
Indiana
$818K

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.