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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
BOS
526
Bingham Osborn & Scarborough
California
$714K
VCM
527
Versant Capital Management
Arizona
$703K
SBH
528
Segall Bryant & Hamill
Illinois
$703K +$55.2K +464 +8%
SAS
529
Sanford Advisory Services
Michigan
$690K +$2.97K +25 +0.4%
LWM
530
Loveless Wealth Management
Montana
$683K -$13.1K -110 -2%
CTC
531
Central Trust Company
Missouri
$682K
SBIA
532
Sheaff Brock Investment Advisors
Indiana
$682K
LWA
533
Lenox Wealth Advisors
New York
$681K +$8.32K +70 +1%
FA
534
Fagan Associates
New York
$674K +$951 +8 +0.1%
BFA
535
Beacon Financial Advisory
Ohio
$673K +$26.4K +222 +4%
IFG
536
Independent Financial Group
California
$672K +$595 +5 +0.1%
SC
537
SouthState Corp
Florida
$667K -$41.6K -350 -6%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$667K +$4.4K +37 +0.7%
HWA
539
Heartwood Wealth Advisors
Virginia
$664K
BW
540
Bison Wealth
Georgia
$662K -$2.5K -21 -0.4%
CA
541
Continuum Advisory
Idaho
$660K +$673K +5,660 New
MPW
542
Monterey Private Wealth
California
$659K -$119 -1 -0%
NCM
543
Neumann Capital Management
California
$658K
CT
544
Cambridge Trust
Massachusetts
$657K -$14.6K -123 -2%
VC
545
Vicus Capital
Pennsylvania
$657K +$595 +5 +0.1%
CBFP
546
Cedar Brook Financial Partners
Ohio
$656K +$140K +1,178 +26%
NFC
547
Northeast Financial Consultants
Connecticut
$648K
TLP
548
Trinity Legacy Partners
Texas
$640K -$598K -5,032 -48%
BAM
549
Brave Asset Management
New Jersey
$637K +$9.75K +82 +2%
DY
550
Dowling & Yahnke
California
$636K -$1.43K -12 -0.2%

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.