iShares Select Dividend ETF
DVY
1,007 hedge funds and large institutions have $7.57B invested in iShares Select Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 278 increasing their positions, 366 reducing their positions, and 56 closing their positions.
245% more call options, than puts
Call options by funds: $136M | Put options by funds: $39.5M
93% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 56
36% more funds holding in top 10
Funds holding in top 10: 28 → 38 (+10)
28% more capital invested
Capital invested by funds: $5.93B → $7.57B (+$1.64B)
4% more funds holding
Funds holding: 964 → 1,007 (+43)
2.28% more ownership
Funds ownership: 40.38% → 42.66% (+2.3%)
24% less repeat investments, than reductions
Existing positions increased: 278 | Existing positions reduced: 366
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$155M |
| 2 |
PIM
Parker Investment Management
Menlo Park,
California
|
+$132M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$79.6M |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$75.2M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
+$37.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$28M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$27.1M |
| 3 |
Jane Street
New York
|
-$23.6M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$23.2M |
| 5 |
OWA
One Wealth Advisors
San Francisco,
California
|
-$13.1M |
DVY Hedge Fund Activity: Q1 2021 in Review
1,007 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2021, worth a combined $7.57B — up 28% from $5.93B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new DVY positions and 56 closed out — a net gain of 52 holders — while 278 added to existing stakes and 366 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $155M. The largest seller was Allstate Corporation, cutting an estimated $28M.
- 1,007 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2021, up from 964 in Q4 2020.
- Funds reported $7.57B of iShares Select Dividend ETF stock for Q1 2021, up 28% quarter-over-quarter.
- 108 funds opened new iShares Select Dividend ETF positions in Q1 2021 and 56 closed out, a net change of +52 holders.
- The largest iShares Select Dividend ETF buyer in Q1 2021 was Horizon Investments, an estimated $155M added.
- The largest iShares Select Dividend ETF seller in Q1 2021 was Allstate Corporation, an estimated $28M sold.
Based on aggregated 13F filings for Q1 2021.