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iShares Select Dividend ETF
DVY

964 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 245 increasing their positions, 362 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 43

279% more call options, than puts

Call options by funds: $163M | Put options by funds: $43.1M

22% more capital invested

Capital invested by funds: $4.85B → $5.93B (+$1.08B)

17% more funds holding in top 10

Funds holding in top 10: 24 → 28 (+4)

12% more funds holding

Funds holding: 858 → 964 (+106)

1.02% more ownership

Funds ownership: 39.36% → 40.38% (+1%)

32% less repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 362

Holders
964
Holders Change
+106
Holders Change %
+12.35%
% of All Funds
17.06%
Holding in Top 10
28
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+16.67%
% of All Funds
0.5%
New
165
Increased
245
Reduced
362
Closed
43
Calls
$163M
Puts
$43.1M
Net Calls
+$120M
Net Calls Change
+$283M

Top Buyers

Rank Fund Capital Flow
1
AC
Allstate Corporation
Illinois
+$48.1M
2
Wells Fargo
Wells Fargo
California
+$43.5M
3
PI
PFS Investments
Georgia
+$26M
4
VFP
Verus Financial Partners
Virginia
+$19.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$18.1M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$17.9M
2
AAS
Avantax Advisory Services
Texas
-$13.6M
3
UBS Group
UBS Group
Switzerland
-$10.1M
4
HWA
Heartwood Wealth Advisors
Virginia
-$8.69M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$7.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
876
Endurance Wealth Management
Rhode Island
$54K – – –
BWP
877
Baldwin Wealth Partners
Massachusetts
$53K – – –
TFGT
878
TS Financial Group (TSFG)
Illinois
$53K – – –
FFW
879
Fusion Family Wealth
New York
$52K – – –
GI
880
Gradient Investments
Minnesota
$52K – – –
OPW
881
Oxler Private Wealth
New York
$51K +$48.6K +535 New
TCM
882
Tradewinds Capital Management
Washington
$50K – – –
LWM
883
Liberty Wealth Management
California
$50K +$182 +2 +0.4%
AL
884
ADE LLC
Maryland
$50K +$47.3K +521 New
MCC
885
Money Concepts Capital
Florida
$49K +$46.4K +511 New
FA
886
Financial Advantage
Maryland
$48K – – –
MM
887
Main Management
California
$48K – – –
ADIM
888
Alpha DNA Investment Management
Maryland
$48K +$45.4K +500 New
BA
889
Ballast Advisors
Minnesota
$47K – – –
ATC
890
Adirondack Trust Company
New York
$44K -$87.1K -960 -68%
FPB
891
First PREMIER Bank
South Dakota
$44K – – –
GFPC
892
Global Financial Private Client
Florida
$43.3K – – –
OIM
893
Oder Investment Management
California
$43K +$40.8K +449 New
MIM
894
MTM Investment Management
South Carolina
$43K +$40.8K +450 New
AWA
895
Artemis Wealth Advisors
New York
$43K +$363 +4 +0.9%
OFG
896
Oxford Financial Group
Indiana
$41K – – –
FF
897
FourThought Financial
Florida
$40K +$37.8K +416 New
SIM
898
Sonora Investment Management
Arizona
$39K -$22.7K -250 -38%
ME
899
McIlrath & Eck
Washington
$37K – – –
ACA
900
Aptus Capital Advisors
Alabama
$36K – – –
34 35
36
37 38

DVY Hedge Fund Activity: Q4 2020 in Review

964 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2020, worth a combined $5.93B — up 22% from $4.85B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new DVY positions and 43 closed out — a net gain of 122 holders — while 245 added to existing stakes and 362 trimmed.

The largest buyer was Allstate Corporation, opening a new position worth an estimated $48.1M. The largest seller was Goldman Sachs, cutting an estimated $17.9M.

  • 964 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2020, up from 858 in Q3 2020.
  • Funds reported $5.93B of iShares Select Dividend ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 165 funds opened new iShares Select Dividend ETF positions in Q4 2020 and 43 closed out, a net change of +122 holders.
  • The largest iShares Select Dividend ETF buyer in Q4 2020 was Allstate Corporation, an estimated $48.1M added.
  • The largest iShares Select Dividend ETF seller in Q4 2020 was Goldman Sachs, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2020.