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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
FAT
51
First American Trust
California
$23M -$406K -3,418 -2%
EIP
52
Ellis Investment Partners
Pennsylvania
$22.9M +$1.03M +8,692 +5%
FNBTCON
53
First National Bank & Trust Co of Newtown
Pennsylvania
$22.2M +$111K +936 +0.5%
SCA
54
St. Clair Advisors
Ohio
$22.2M +$941K +7,911 +4%
Franklin Resources
55
Franklin Resources
California
$20.7M +$2.2M +18,487 +12%
NEAM
56
New England Asset Management
Connecticut
$19.9M +$3.73M +31,345 +22%
SCA
57
Stonebridge Capital Advisors
Minnesota
$19.4M +$10.1M +84,584 +102%
CIA
58
Capital Investment Advisors
Georgia
$18.8M +$105K +884 +0.6%
GT
59
Glenmede Trust
Pennsylvania
$18.7M -$545K -4,581 -3%
KAS
60
Kestra Advisory Services
Texas
$18.1M +$3.44M +28,933 +23%
PCIA
61
Prime Capital Investment Advisors
Kansas
$17.5M +$1.45M +12,234 +9%
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$17.5M +$4.68M +39,371 +36%
William Blair & Company
63
William Blair & Company
Illinois
$17.1M +$59.7K +502 +0.3%
Two Sigma Investments
64
Two Sigma Investments
New York
$16.6M +$13.1M +110,100 +340%
CFB
65
Cullen/Frost Bankers
Texas
$15.4M -$182K -1,529 -1%
AF
66
Ally Financial
Michigan
$15.2M -$33.3M -280,000 -68%
SEM
67
Strategic Equity Management
Arizona
$15.1M +$15.4M +129,148 New
GM
68
GeoWealth Management
Illinois
$14.8M +$1.39M +11,678 +10%
KCM
69
Karp Capital Management
California
$14.4M -$220K -1,848 -1%
CGFA
70
Colton Groome Financial Advisors
North Carolina
$14.3M +$3.02M +25,393 +26%
CAN
71
Cetera Advisor Networks
California
$14.2M +$4.4M +37,033 +44%
NAM
72
NTV Asset Management
West Virginia
$13.9M -$254K -2,137 -2%
LF
73
Lee Financial
Texas
$13.9M +$74.8K +629 +0.5%
LW
74
Linscomb Wealth
Texas
$13.3M -$1.08M -9,097 -7%
PP
75
Prudential plc
United Kingdom
$12.8M -$666K -5,600 -5%

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.