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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
NAM
76
NorthCoast Asset Management
Connecticut
$12.5M +$1.02M +8,560 +9%
VA
77
Valmark Advisers
Ohio
$12.3M +$1.96M +16,520 +19%
EH
78
Equitable Holdings
New York
$10.7M +$459K +3,860 +4%
AAIM
79
Asset Advisors Investment Management
Georgia
$10.5M -$251K -2,110 -2%
V
80
Veritable
Delaware
$10.1M -$1.1M -9,258 -10%
SPIA
81
Steward Partners Investment Advisory
New York
$9.97M -$1.3M -10,957 -11%
NSIM
82
North Star Investment Management
Illinois
$9.89M -$38.5K -324 -0.4%
AAS
83
Avantax Advisory Services
Texas
$9.86M +$1.06M +8,872 +12%
ANB
84
Amarillo National Bank
Texas
$9.81M -$177K -1,492 -2%
MGIA
85
Moneta Group Investment Advisors
Missouri
$9.38M +$357 +3 +0%
PIA
86
Powell Investment Advisors
Florida
$9.29M -$145K -1,221 -2%
WLIM
87
White Lighthouse Investment Management
Massachusetts
$9.15M -$590K -4,963 -6%
FFS
88
Founders Financial Securities
Maryland
$9.11M +$1.31M +10,996 +16%
SWA
89
SOA Wealth Advisors
New York
$9.05M +$2.43M +20,411 +36%
WS
90
Wedbush Securities
California
$8.93M +$8.14M +68,435 +840%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$8.44M +$457K +3,841 +6%
ASN
92
Advisory Services Network
Georgia
$8.06M +$846K +7,117 +11%
OA
93
Oxbow Advisors
Texas
$7.98M +$453K +3,810 +6%
Cetera Investment Advisers
94
Cetera Investment Advisers
Illinois
$7.93M +$200K +1,685 +3%
DBIA
95
Dumont & Blake Investment Advisors
New Jersey
$7.78M +$110K +921 +1%
IA
96
IFG Advisors
Missouri
$7.76M +$165K +1,390 +2%
BFA
97
Beaumont Financial Advisors
Massachusetts
$7.75M +$72.7K +611 +0.9%
WMA
98
Wealth Management Associates
New Jersey
$7.69M -$186K -1,560 -2%
TWM
99
Tradition Wealth Management
Minnesota
$7.67M +$762K +6,409 +11%
SDWIA
100
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$7.63M +$372K +3,130 +5%

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.