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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
EP
776
Eudaimonia Partners
Tennessee
$275K +$3.57K +30 +1%
KC
777
Kingfisher Capital
North Carolina
$273K -$6.78K -57 -2%
RCM
778
Rain Capital Management
Oregon
$273K +$4.64K +39 +2%
AIM
779
Anchor Investment Management
South Carolina
$272K +$476 +4 +0.2%
CTB
780
Country Trust Bank
Illinois
$271K
SEP
781
Southland Equity Partners
Missouri
$270K
AllianceBernstein
782
AllianceBernstein
Tennessee
$269K -$10.7K -90 -4%
NAG
783
Northstar Advisory Group
New Jersey
$268K -$10.8K -91 -4%
WA
784
Wealth Architects
California
$268K
SAM
785
Strategy Asset Managers
California
$268K +$4.04K +34 +1%
ACM
786
Ategra Capital Management
Virginia
$268K +$7.85K +66 +3%
CI
787
Chartist Inc
California
$267K +$272K +2,289 New
GP
788
Girard Partners
Pennsylvania
$265K -$11.2K -94 -4%
DWMG
789
DB Wealth Management Group
California
$265K +$36.7K +309 +16%
HWA
790
Heritage Wealth Advisors
Virginia
$264K
CB
791
CNB Bank
Pennsylvania
$263K
HBT
792
Hills Bank & Trust
Iowa
$263K +$145K +1,220 +118%
OBWG
793
Onyx Bridge Wealth Group
New York
$262K +$56.5K +475 +26%
Chevy Chase Trust
794
Chevy Chase Trust
Maryland
$261K -$193K -1,620 -42%
TW
795
TrinityPoint Wealth
Connecticut
$258K
BP
796
BBR Partners
New York
$257K
HL
797
HeadInvest LLC
Maine
$257K
LC
798
LCNB Corp
Ohio
$257K
MAM
799
Meeder Asset Management
Ohio
$257K +$177K +1,489 +208%
MA
800
Montag & Associates
Georgia
$256K

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.