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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
LWM
951
Liberty Wealth Management
California
$61K +$832 +7 +1%
FA
952
Financial Advantage
Maryland
$58K
MM
953
Main Management
California
$58K
CC
954
Corsicana & Co
Texas
$57K +$58.3K +490 New
Federated Hermes
955
Federated Hermes
Pennsylvania
$57K +$58.3K +490 New
BA
956
Ballast Advisors
Minnesota
$56K
NFSG
957
Newbridge Financial Services Group
Florida
$55K +$52.6K +442 +1,637%
AWA
958
Artemis Wealth Advisors
New York
$53K +$951 +8 +2%
FPB
959
First PREMIER Bank
South Dakota
$53K
GFPC
960
Global Financial Private Client
Florida
$52.9K
ATC
961
Adirondack Trust Company
New York
$52K
MIM
962
MTM Investment Management
South Carolina
$52K
WWMSC
963
Wagner Wealth Management (South Carolina)
South Carolina
$50K
FF
964
FourThought Financial
Florida
$48K
ACA
965
Aptus Capital Advisors
Alabama
$45K
HMS
966
Hanseatic Management Services
New Mexico
$44K
ME
967
McIlrath & Eck
Washington
$44K
RCA
968
Ranch Capital Advisors
Florida
$42K
TFS
969
TrustCore Financial Services
Tennessee
$42K +$23.8K +200 +125%
AAMA
970
Advanced Asset Management Advisors
Ohio
$41K
ANBT
971
American National Bank & Trust
Texas
$41K
LB
972
Legacy Bridge
Iowa
$41K
LWCFA
973
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$39K +$39.7K +334 New
OFG
974
Oxford Financial Group
Indiana
$38K -$12.6K -106 -25%
CWAF
975
Core Wealth Advisors (Florida)
Florida
$38K

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.