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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
FAB
826
First American Bank
Illinois
$239K
PCFFS
827
Pacific Center for Financial Services
California
$239K +$2.97K +25 +1%
C
828
Certuity
Florida
$239K +$244K +2,049 New
OF
829
Outfitter Financial
Maine
$238K -$26.2K -220 -10%
CA
830
Crewe Advisors
Utah
$238K -$3.69K -31 -1%
GSWM
831
Golden State Wealth Management
California
$236K +$29.1K +245 +14%
GC
832
Guggenheim Capital
Illinois
$234K -$31.6K -266 -12%
MCM
833
Maryland Capital Management
Maryland
$234K -$16.6K -140 -7%
CC
834
Courier Capital
New York
$234K
VR
835
Viridian RIA
Washington
$233K
PCM
836
Parsons Capital Management
Rhode Island
$232K -$13.7K -115 -5%
JFA
837
Johanson Financial Advisors
California
$231K +$595 +5 +0.3%
YWP
838
YorkBridge Wealth Partners
New York
$231K +$6.66K +56 +3%
MSA
839
Marino Stram & Associates
Massachusetts
$231K +$236K +1,981 New
PWW
840
Pettyjohn Wood & White
Virginia
$229K -$29.7K -250 -11%
9WM
841
9258 Wealth Management
Ohio
$229K
FLPIM
842
F.L. Putnam Investment Management
Massachusetts
$229K
YIH
843
Y-Intercept (HK)
Hong Kong
$228K +$232K +1,952 New
FNBSF
844
First National Bank Sioux Falls
South Dakota
$227K
PBO
845
Peoples Bank (Ohio)
Ohio
$227K +$7.73K +65 +3%
PIA
846
Perennial Investment Advisors
California
$226K +$230K +1,937 New
1WM
847
1900 Wealth Management
Texas
$225K
NSAM
848
North Star Asset Management
Wisconsin
$225K +$229K +1,927 New
B
849
Brightworth
Georgia
$223K +$3.81K +32 +2%
A
850
AdvicePeriod
California
$222K +$227K +1,905 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.