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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
ACA
851
Anchor Capital Advisors
Massachusetts
$221K
EP
852
EPIQ Partners
Minnesota
$221K
RG
853
Retirement Group
California
$221K +$2.26K +19 +1%
SWM
854
Segment Wealth Management
Texas
$219K
CBT
855
Capital Bank & Trust
California
$218K +$222K +1,868 New
SRC
856
Sage Rhino Capital
California
$216K
Wealth Enhancement Advisory Services
857
Wealth Enhancement Advisory Services
Minnesota
$216K
BBNA
858
Bremer Bank National Association
Minnesota
$214K
W
859
Wealthquest
Ohio
$212K
FMW
860
Farr Miller & Washington
District of Columbia
$211K
AFC
861
AFT Forsyth & Company
Florida
$210K -$10.7K -90 -5%
CST
862
Charles Schwab Trust
Nevada
$210K
NB
863
NBT Bank
New York
$210K
WPA
864
West Paces Advisors
Georgia
$209K -$178K -1,500 -46%
VFA
865
Voya Financial Advisors
Connecticut
$209K -$468K -3,935 -69%
DBT
866
Dubuque Bank & Trust
Iowa
$207K -$288K -2,425 -58%
KOMWMG
867
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$207K +$211K +1,778 New
PMFA
868
Plante Moran Financial Advisors
Michigan
$206K -$31.4K -264 -13%
UAS
869
United Asset Strategies
New York
$206K -$2.38K -20 -1%
CIAS
870
Capital Investment Advisory Services
North Carolina
$206K +$119 +1 +0.1%
BO
871
Bank OZK
Arkansas
$206K +$210K +1,769 New
TTWM
872
TCV Trust & Wealth Management
Virginia
$206K +$211K +1,772 New
PC
873
Port Capital
Illinois
$205K -$602K -5,060 -74%
WA
874
Wealth Alliance
New York
$205K +$210K +1,762 New
AFA
875
American Financial Advisors
Georgia
$204K -$50.9K -428 -20%

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.