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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
BHB
626
Bank Hapoalim BM
Israel
$467K
F
627
F3Logic
Minnesota
$467K +$34.3K +288 +8%
UR
628
USCA RIA
Texas
$466K
HHGA
629
Halbert Hargrove Global Advisors
California
$466K +$3.92K +33 +0.8%
CSIC
630
Clifford Swan Investment Counsel
California
$461K
CCT
631
Country Club Trust
Missouri
$460K +$89.2K +750 +23%
AFAS
632
Acorn Financial Advisory Services
Virginia
$457K +$467K +3,927 New
EHPM
633
Emery Howard Portfolio Management
California
$456K
DCM
634
Donaldson Capital Management
Indiana
$456K +$20.8K +175 +5%
CL
635
Choreo LLC
Illinois
$452K
RWG
636
Ratio Wealth Group
Colorado
$452K
IBOK
637
Independence Bank of Kentucky
Kentucky
$451K -$9.16K -77 -2%
CWA
638
Clarus Wealth Advisors
Arizona
$450K
LDB
639
Lee, Danner & Bass
Tennessee
$445K -$1.19K -10 -0.3%
TCWM
640
Total Clarity Wealth Management
Illinois
$445K +$24.4K +205 +6%
MIH
641
Meitav Investment House
Israel
$442K -$34.1K -287 -7%
ESB
642
Essex Savings Bank
Connecticut
$442K +$6.78K +57 +2%
BSB
643
Bangor Savings Bank
Maine
$441K -$7.73K -65 -2%
Jane Street
644
Jane Street
New York
$440K -$476K -4,006 -52%
CFSG
645
Community Financial Services Group
Vermont
$440K -$475K -3,995 -51%
KP
646
Keel Point
Alabama
$439K -$117K -986 -21%
WCG
647
Weaver Consulting Group
California
$439K
GLA
648
Good Life Advisors
Pennsylvania
$437K -$529K -4,446 -54%
NG
649
Northstar Group
New York
$437K -$41.6K -350 -9%
WCF
650
West Coast Financial
California
$435K +$27.8K +234 +7%

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.