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
PWM
576
PBMares Wealth Management
Virginia
$586K -$5.11K -43 -0.8%
WI
577
Wintrust Investments
Illinois
$585K -$1.31K -11 -0.2%
TCM
578
Twele Capital Management
Minnesota
$584K -$2.52M -21,155 -81%
ERWM
579
Elk River Wealth Management
Colorado
$584K
GI
580
GAMCO Investors
Connecticut
$583K -$20.8K -175 -3%
PAM
581
Palisade Asset Management
Minnesota
$581K
BA
582
Ballew Advisors
Mississippi
$580K -$595K -4,999 -50%
VWA
583
Visionary Wealth Advisors
Illinois
$580K +$367K +3,085 +164%
CCT
584
Capital City Trust
Florida
$578K
AF
585
AtlasMark Financial
Texas
$575K -$10.7K -90 -2%
GIM
586
Grassi Investment Management
California
$574K +$832 +7 +0.1%
IC
587
Iconiq Capital
California
$573K
LA
588
LexAurum Advisors
Kansas
$573K
SWP
589
Strategic Wealth Partners
Ohio
$569K -$2.97K -25 -0.5%
WPW
590
Waldron Private Wealth
Pennsylvania
$566K
IP
591
Investment Partners
Ohio
$566K +$832 +7 +0.1%
AIA
592
Armor Investment Advisors
North Carolina
$561K +$145K +1,223 +34%
DJSG
593
D.J. St. Germain
Massachusetts
$552K -$36.3K -305 -6%
BJL
594
Brighton Jones LLC
Washington
$550K +$65.9K +554 +13%
JFGIW
595
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$549K
TC
596
Telemus Capital
Michigan
$537K +$4.16K +35 +0.8%
FCA
597
FinTrust Capital Advisors
South Carolina
$537K +$147K +1,233 +37%
HWA
598
HCR Wealth Advisors
California
$532K +$8.32K +70 +2%
SB
599
Sunflower Bank
Texas
$529K -$27.4K -230 -5%
Toronto Dominion Bank
600
Toronto Dominion Bank
Ontario, Canada
$529K

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.