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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
CRC
601
Curi RMB Capital
Illinois
$526K +$58.9K +495 +12%
VIP
602
Vantage Investment Partners
Missouri
$522K
BAIA
603
Bel Air Investment Advisors
California
$521K +$23.7K +199 +5%
SMFG
604
Sumitomo Mitsui Financial Group
Japan
$520K -$46.6K -392 -8%
WJWM
605
Williams Jones Wealth Management
New York
$517K +$77.3K +650 +17%
TA
606
TruWealth Advisors
Louisiana
$515K +$9.87K +83 +2%
SFS
607
Summit Financial Strategies
Ohio
$512K
OCM
608
Orion Capital Management
California
$510K
Bessemer Group
609
Bessemer Group
New Jersey
$507K +$26.8K +225 +5%
VNA
610
Valley National Advisers
Pennsylvania
$506K
CMP
611
Courage Miller Partners
Virginia
$500K +$32.5K +273 +7%
GVAG
612
Great Valley Advisor Group
Delaware
$498K -$18.7K -157 -4%
HC
613
Hoese & Co
Minnesota
$492K
Simplex Trading
614
Simplex Trading
Illinois
$489K -$2.69M -22,613 -84%
TSWM
615
Triangle Securities Wealth Management
North Carolina
$489K
1WA
616
180 Wealth Advisors
Washington
$486K -$6.54K -55 -1%
WF
617
WoodTrust Financial
Wisconsin
$485K -$2.97K -25 -0.6%
BFC
618
Bedel Financial Consulting
Indiana
$482K
AMCA
619
Arthur M. Cohen & Associates
Illinois
$482K +$2.14K +18 +0.4%
CCM
620
Covington Capital Management
California
$481K
SSB
621
Sandy Spring Bank
Maryland
$477K -$39.8K -335 -8%
BTWM
622
Baker Tilly Wealth Management
Wisconsin
$473K +$1.67K +14 +0.3%
CBT
623
CoreFirst Bank & Trust
Kansas
$472K
VHAM
624
Van Hulzen Asset Management
California
$471K
PWM
625
Perigon Wealth Management
California
$467K -$114K -962 -19%

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.