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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
BIM
876
Bridges Investment Management
Nebraska
$204K +$208K +1,746 New
M
877
MOTCO
Texas
$201K -$23.8K -200 -10%
SC
878
Searle & Co
Connecticut
$201K +$205K +1,725 New
EWM
879
Empirical Wealth Management
Washington
$200K +$204K +1,716 New
FCM
880
Firestone Capital Management
Florida
$198K
JEST
881
JTC Employer Solutions Trustee
Jersey
$198K +$202K +1,700 New
SA
882
SRH Advisors
Kansas
$183K
CICI
883
Capital Investment Counsel Inc
North Carolina
$176K
GWMIA
884
Global Wealth Management Investment Advisory
Florida
$175K -$18.8K -158 -10%
AC
885
Asio Capital
Kentucky
$175K
MMG
886
Monetary Management Group
Missouri
$175K
CCC
887
Crescent Capital Consulting
Louisiana
$172K +$175K +1,475 New
FFC
888
First Financial Corp
Indiana
$170K -$10.1K -85 -6%
SWM
889
Selective Wealth Management
Virginia
$169K +$131K +1,098 +313%
QCG
890
Quadrant Capital Group
Ohio
$164K +$44K +370 +36%
FEG
891
Financial Enhancement Group
Indiana
$155K -$1.19K -10 -0.7%
AA
892
Ancora Advisors
Ohio
$155K
FRA
893
Front Row Advisors
California
$150K -$1.43K -12 -0.9%
AWMS
894
Advocacy Wealth Management Services
Georgia
$150K +$152K +1,282 New
CWM
895
Cranbrook Wealth Management
Michigan
$149K -$51.7K -435 -25%
CIAS
896
CBIZ Investment Advisory Services
Ohio
$143K
PSIWM
897
Paradigm Strategies in Wealth Management
Minnesota
$140K +$107K +900 +300%
RTC
898
Riverview Trust Company
Washington
$139K
TH
899
TCTC Holdings
Texas
$137K
MG
900
MilWealth Group
Wisconsin
$132K

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.