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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
SFP
801
Sterling Financial Planning
New Jersey
$255K +$4.28K +36 +2%
NWS
802
Newport Wealth Strategies
California
$255K +$5.95K +50 +2%
OCPWS
803
One Charles Private Wealth Services
Massachusetts
$255K +$260K +2,185 New
KWP
804
Keystone Wealth Partners
Arizona
$253K
WIA
805
World Investment Advisors
California
$252K -$23.8K -200 -8%
BFO
806
Biltmore Family Office
North Carolina
$252K
CCA
807
Clearwater Capital Advisors
Illinois
$251K
JSC
808
Jackson Square Capital
California
$250K -$4.16K -35 -2%
GD
809
Grandfield & Dodd
New York
$250K
MPPLM
810
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$249K -$952K -8,003 -79%
IFWM
811
Institute for Wealth Management
Colorado
$249K -$719K -6,043 -74%
KF
812
Krilogy Financial
Missouri
$249K +$7.13K +60 +3%
SC
813
Sepio Capital
Utah
$248K
BWM
814
Birchcreek Wealth Management
Ohio
$248K +$119 +1 +0%
CCM
815
Crossvault Capital Management
Texas
$247K +$254K +2,139 New
AOWM
816
Alpha Omega Wealth Management
Virginia
$246K +$119 +1 +0%
FCA
817
FLC Capital Advisors
California
$245K -$14.5K -122 -5%
BFA
818
Benedict Financial Advisors
Georgia
$245K -$5.35K -45 -2%
LSAG
819
Lake Street Advisors Group
New Hampshire
$245K +$244K +2,050 New
IFA
820
Interactive Financial Advisors
Illinois
$244K -$160K -1,347 -39%
CWM
821
Cedar Wealth Management
California
$242K
CAI
822
Capital Advisors Inc
Oklahoma
$242K +$19.3K +162 +8%
AAS
823
Annex Advisory Services
Wisconsin
$241K
PSB
824
Piscataqua Savings Bank
New Hampshire
$240K
AFP
825
Ausdal Financial Partners
Iowa
$240K +$245K +2,058 New

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.