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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
SNBOSD
751
Security National Bank of So Dak
Iowa
$293K -$1.46M -12,271 -83%
AAM
752
Autus Asset Management
Arizona
$293K -$12.1K -102 -4%
AIFAIM
753
American Institute for Advanced Investment Management
Arizona
$292K
NWA
754
Navis Wealth Advisors
New York
$292K
MCM
755
Mengis Capital Management
Oregon
$291K
FPW
756
Flagship Private Wealth
Massachusetts
$291K +$832 +7 +0.3%
CFA
757
Carroll Financial Associates
North Carolina
$288K
LWP
758
Legacy Wealth Planning
Nevada
$287K
UBV
759
United Bank (Virginia)
Virginia
$287K
PCA
760
Personal Capital Advisors
California
$286K -$33.3K -280 -10%
KPCM
761
Kings Point Capital Management
New York
$284K
MIM
762
Moseley Investment Management
Florida
$284K
NB
763
Northwest Bancshares
Pennsylvania
$281K -$38.2K -321 -12%
CG
764
Clarus Group
Texas
$281K
GWS
765
Glassman Wealth Services
Virginia
$281K
SYBT
766
Stock Yards Bank & Trust
Kentucky
$279K -$35.7K -300 -11%
APA
767
Allegiant Private Advisors
Florida
$279K
BCM
768
BTR Capital Management
California
$279K +$50.4K +424 +22%
PTC
769
Philadelphia Trust Company
Pennsylvania
$278K -$17.8K -150 -6%
OSAM
770
O'Shaughnessy Asset Management
Connecticut
$277K
PCMC
771
Private Capital Management (Colorado)
Colorado
$277K
FFA
772
Founders Financial Alliance
North Carolina
$277K +$1.78K +15 +0.6%
AA
773
AlphaMark Advisors
Kentucky
$275K -$22K -185 -7%
AA
774
Advisory Alpha
Michigan
$275K -$11.3K -95 -4%
ACM
775
Allred Capital Management
Texas
$275K +$595 +5 +0.2%

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.