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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
HIIFS
701
Harel Insurance Investments & Financial Services
Israel
$359K -$254K -2,135 -45%
AWG
702
Altus Wealth Group
Colorado
$359K
KFGK
703
Keystone Financial Group (Kentucky)
Kentucky
$358K -$5.35K -45 -1%
WSFS
704
Wilmington Savings Fund Society
Delaware
$357K +$18K +151 +5%
TGAM
705
TBH Global Asset Management
Tennessee
$356K +$119 +1 +0%
PFA
706
Pettinga Financial Advisors
Indiana
$356K +$152K +1,275 +72%
WOSD
707
WFA of San Diego
California
$353K +$50.4K +424 +16%
IF
708
IRON Financial
Illinois
$349K +$951 +8 +0.3%
BCM
709
Brookstone Capital Management
Illinois
$349K +$359K +3,016 New
SFWC
710
Strategic Family Wealth Counselors
New Jersey
$348K +$4.16K +35 +1%
DE
711
Day & Ennis
Georgia
$347K +$35K +294 +11%
ANHIM
712
Alan N. Hoffman Investment Management
Massachusetts
$346K
PGWM
713
Parisi Gray Wealth Management
New Jersey
$339K -$23K -193 -6%
OC
714
Oakworth Capital
Alabama
$337K -$83.2K -700 -20%
MAG
715
MRA Advisory Group
New Jersey
$335K
APW
716
Aurora Private Wealth
New Jersey
$332K -$172K -1,446 -34%
NAMP
717
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$331K -$17.8K -150 -5%
SNT
718
Security National Trust
West Virginia
$331K +$19K +160 +6%
MIM
719
Marco Investment Management
Georgia
$330K
PWLP
720
Prio Wealth Limited Partnership
Massachusetts
$329K -$29.7K -250 -8%
CHA
721
Carmichael Hill & Associates
Maryland
$329K
SFG
722
SNS Financial Group
Minnesota
$328K +$1.67K +14 +0.5%
JAG
723
Journey Advisory Group
Kentucky
$324K +$476 +4 +0.1%
ST
724
Sentinel Trust
Texas
$321K
FPWM
725
FSB Premier Wealth Management
Iowa
$319K

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.