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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
DI
901
Disciplined Investments
Oklahoma
$130K +$714 +6 +0.5%
NSB
902
Norway Savings Bank
Maine
$128K -$12.5K -105 -9%
TIM
903
Tortoise Investment Management
New York
$128K
RDFA
904
Ritter Daniher Financial Advisory
Ohio
$124K
WOC
905
West Oak Capital
California
$122K
PFGIA
906
Patriot Financial Group Insurance Agency
Massachusetts
$118K +$119 +1 +0.1%
IRAG
907
Investment Research & Advisory Group
Georgia
$117K
MRCM
908
M&R Capital Management
New Jersey
$116K +$119K +1,000 New
FMTCOCP
909
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$114K +$71.4K +600 +160%
WQ
910
Wealth Quarterback
New Jersey
$113K +$115K +963 New
WT
911
Washington Trust
Rhode Island
$113K +$115K +966 New
NL
912
NVWM LLC
Pennsylvania
$110K
FWM
913
Focused Wealth Management
New York
$109K +$357 +3 +0.3%
AWM
914
Atticus Wealth Management
Florida
$108K -$64.2K -540 -37%
LWANC
915
Laurel Wealth Advisors (North Carolina)
North Carolina
$108K +$119 +1 +0.1%
OSNBOA
916
Old Second National Bank of Aurora
Illinois
$106K
TCOV
917
Trust Company of Vermont
Vermont
$105K -$36.4K -306 -25%
GI
918
Gradient Investments
Minnesota
$105K +$32K +269 +42%
HFA
919
Hoover Financial Advisors
Pennsylvania
$104K
KFI
920
Key Financial Inc
Pennsylvania
$100K +$60.5K +509 +143%
ACA
921
Atlas Capital Advisors
Wyoming
$99.3K
BCA
922
Bray Capital Advisors
Florida
$99K
HI
923
Hudock Inc
Pennsylvania
$99K +$357 +3 +0.4%
BA
924
Bellwether Advisors
Nebraska
$97K -$2.85K -24 -3%
EC
925
Estate Counselors
Wisconsin
$96K

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.