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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
CNC
676
Canandaigua National Corp
New York
$397K +$140K +1,176 +53%
BA
677
Bridgewater Advisors
New York
$395K +$403K +3,387 New
NIC
678
Northwest Investment Counselors
Oregon
$394K -$9.63K -81 -2%
FA
679
FC Advisory
Pennsylvania
$392K -$1.19K -10 -0.3%
SWA
680
SFMG Wealth Advisors
Texas
$390K
ODG
681
O'Dell Group
Ohio
$387K
OMC
682
Old Mission Capital
Illinois
$386K +$394K +3,311 New
PAS
683
Park Avenue Securities
New York
$385K +$392K +3,299 New
AWM
684
AllSquare Wealth Management
New York
$384K
AWM
685
Altium Wealth Management
New York
$384K
SCM
686
Schnieders Capital Management
California
$384K
AIA
687
Arbor Investment Advisors
North Carolina
$380K -$3.57K -30 -0.9%
QAM
688
QCI Asset Management
New York
$378K
CIBC Asset Management
689
CIBC Asset Management
Ontario, Canada
$377K
WG
690
Welch Group
Alabama
$377K +$476 +4 +0.1%
BB
691
Busey Bank
Illinois
$377K +$20.2K +170 +6%
SIC
692
Samalin Investment Counsel
New York
$375K +$1.07K +9 +0.3%
IF
693
Intrua Financial
Texas
$372K -$31.8K -267 -8%
FWM
694
Fairhaven Wealth Management
Illinois
$372K
FFWM
695
Future Financial Wealth Management
Ohio
$368K
SCA
696
Sage Capital Advisors
South Dakota
$367K +$5K +42 +1%
WIC
697
Woodmont Investment Counsel
Tennessee
$367K +$23.8K +200 +7%
SIA
698
Soltis Investment Advisors
Utah
$365K -$2.85K -24 -0.8%
GAM
699
Grandview Asset Management
Pennsylvania
$364K +$4.52K +38 +1%
SAM
700
Secure Asset Management
Michigan
$362K +$59.5K +500 +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.