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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
CIA
976
Cascade Investment Advisors
Oregon
$37.9K
POIA
977
Pin Oak Investment Advisors
Texas
$36K
Jones Financial Companies
978
Jones Financial Companies
Missouri
$35K -$146K -1,227 -80%
TFA
979
Toth Financial Advisory
Virginia
$34K +$595 +5 +2%
LPWM
980
Lake Point Wealth Management
Texas
$32K +$32.6K +274 New
EFSCE
981
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
VRM
982
Vectors Research Management
New York
$31K
BWM
983
Baystate Wealth Management
Massachusetts
$31K +$238 +2 +0.8%
BWM
984
BerganKDV Wealth Management
Minnesota
$29K
HWA
985
HHM Wealth Advisors
Tennessee
$29K
AWM
986
Accel Wealth Management
Iowa
$29K +$119 +1 +0.4%
PGAM
987
Princeton Global Asset Management
New Jersey
$28K +$23.8K +200 +500%
JFA
988
JNBA Financial Advisors
Minnesota
$26K
AF
989
Affiance Financial
Minnesota
$25K +$1.31K +11 +6%
KTC
990
Kistler-Tiffany Companies
Pennsylvania
$24K
ZB
991
Zions Bancorporation
Utah
$24K +$25K +210 New
BWP
992
Baldwin Wealth Partners
Massachusetts
$23K
HCM
993
Highlander Capital Management
New Jersey
$23K
PAIM
994
Punch & Associates Investment Management
Minnesota
$22K +$22.7K +191 New
BCV
995
Banque Cantonale Vaudoise
Switzerland
$21K +$21.4K +180 New
SIS
996
Sound Income Strategies
Florida
$20K -$12.5K -105 -38%
PK
997
Pflug Koory
Nebraska
$20K +$119 +1 +0.6%
FMII
998
Farmers & Merchants Investments Inc
Nebraska
$19K
LFG
999
Larson Financial Group
Missouri
$18K
EBA
1000
Eagle Bay Advisors
New York
$18K +$17.8K +150 New

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.