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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
FFA
726
First Foundation Advisors
California
$317K +$21.5K +181 +7%
HZ
727
Hixon Zuercher
Ohio
$315K
EFS
728
Essex Financial Services
Connecticut
$314K
SW
729
SkyOak Wealth
Michigan
$314K
DSN
730
D. Scott Neal
Kentucky
$311K
GWM
731
Gitterman Wealth Management
New Jersey
$311K
OPOWM
732
One Plus One Wealth Management
Florida
$311K
EWM
733
EPG Wealth Management
Georgia
$311K +$3.21K +27 +1%
MSAM
734
Moloney Securities Asset Management
Missouri
$310K -$15.9K -134 -5%
DAC
735
Dividend Assets Capital
South Carolina
$310K
CFS
736
CRA Financial Services
New Jersey
$310K +$9.51K +80 +3%
PVH
737
Psagot Value Holdings
Israel
$310K +$73.5K +618 +30%
NC
738
NewSquare Capital
Pennsylvania
$309K
OCM
739
Orleans Capital Management
Louisiana
$309K
Neuberger Berman Group
740
Neuberger Berman Group
New York
$309K +$315K +2,647 New
FFA
741
Freedman Financial Associates
Massachusetts
$308K
GFS
742
GYL Financial Synergies
Connecticut
$308K
LBC
743
Lowe Brockenbrough & Co
Virginia
$304K
BAAM
744
Baker Avenue Asset Management
California
$303K
VWA
745
V Wealth Advisors
Kansas
$300K +$13.9K +117 +5%
PP
746
Professional Planning
California
$299K +$20.7K +174 +7%
TCOO
747
Trust Company of Oklahoma
Oklahoma
$295K -$23.3K -196 -7%
GLA
748
Great Lakes Advisors
Illinois
$295K -$35.7K -300 -11%
SIC
749
Sigma Investment Counselors
Michigan
$294K
CS
750
Comerica Securities
Michigan
$293K -$1.99M -16,739 -87%

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.