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
BONH
651
Bank of New Hampshire
New Hampshire
$432K +$441K +3,710 New
CB
652
Cadence Bank
Mississippi
$431K
CA
653
Cambridge Advisors
Nebraska
$429K
RWP
654
RWA Wealth Partners
Massachusetts
$429K
TSS
655
Two Sigma Securities
New York
$427K -$35.7K -300 -8%
BSA
656
Bull Street Advisors
Georgia
$423K
RIA
657
Realta Investment Advisors
Delaware
$422K -$6.78K -57 -2%
AMC
658
Asset Management Corp
Illinois
$422K -$5.23K -44 -1%
VAS
659
Vestmark Advisory Solutions
Massachusetts
$421K +$5.11K +43 +1%
TP
660
Tranquility Partners
Tennessee
$421K +$13K +109 +3%
AA
661
AF Advisors
California
$420K -$2.14K -18 -0.5%
MLL
662
Moody Lynn & Lieberson
Massachusetts
$420K
NCP
663
NexWave Capital Partners
New York
$420K
KFC
664
Klingenstein Fields & Co
New York
$418K
ACM
665
Azimuth Capital Management
Michigan
$417K
PBF
666
Petix & Botte Financial
California
$414K
PCA
667
Providence Capital Advisors
North Carolina
$411K +$89.2K +750 +27%
CWC
668
Carolinas Wealth Consulting
North Carolina
$409K +$2.14K +18 +0.5%
CA
669
Cornerstone Advisory
Maryland
$406K
HCP
670
Hexagon Capital Partners
Arkansas
$406K
ST
671
Sabal Trust
Florida
$405K
FWM
672
FSA Wealth Management
Massachusetts
$404K -$4.28K -36 -1%
IAMOG
673
Investors Asset Management of Georgia
Georgia
$404K
BA
674
Bristlecone Advisors
Washington
$403K +$6.9K +58 +2%
CPSC
675
Carl P. Sherr & Co
Massachusetts
$400K

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.