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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
HWM
926
Holloway Wealth Management
Florida
$90K
CFFP
927
Center for Financial Planning
Michigan
$89K
COCM
928
Charter Oak Capital Management
New Hampshire
$86K
SQA
929
Simon Quick Advisors
New Jersey
$85K +$4.28K +36 +5%
BBL
930
Beck Bode LLC
Massachusetts
$85K +$86.6K +728 New
CB
931
Community Bank
New York
$83K -$17.6K -148 -17%
BAM
932
Barrett Asset Management
New York
$83K
LWP
933
Lumature Wealth Partners
Georgia
$82K
PAI
934
Pittenger & Anderson Inc
Nebraska
$82K
LWA
935
Lowe Wealth Advisors
Maryland
$80K
SSC
936
Syverson Strege & Co
Iowa
$80K +$81.8K +688 New
HDIM
937
Hanson & Doremus Investment Management
Vermont
$76K
MA
938
MCF Advisors
Kentucky
$76K
AF
939
Advisornet Financial
Minnesota
$72K
FBT
940
First Bank & Trust
South Dakota
$71K
FPFS
941
First Personal Financial Services
North Carolina
$70K +$29.7K +250 +71%
CG
942
Cutler Group
California
$69K +$71.4K +600 New
Schroder Investment Management Group
943
Schroder Investment Management Group
United Kingdom
$68K +$69K +580 New
WWM
944
Wolff Wiese Magana
California
$66K +$49.9K +420 +292%
EWM
945
Endurance Wealth Management
Rhode Island
$65K
TFGT
946
TS Financial Group (TSFG)
Illinois
$64K
FI
947
FormulaFolio Investments
Michigan
$63K
RDWM
948
Red Door Wealth Management
Tennessee
$62K +$63.6K +535 New
AL
949
ADE LLC
Maryland
$61K
TCM
950
Tradewinds Capital Management
Washington
$61K

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.