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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
SB
1001
Strategic Blueprint
Georgia
$18K +$18.4K +155 New
HWMA
1002
Heritage Wealth Management (Arizona)
Arizona
$17K -$12.4K -104 -41%
FM
1003
Family Management
New York
$15K -$11.9K -100 -43%
TFM
1004
TFC Financial Management
Massachusetts
$15K
RFA
1005
Reilly Financial Advisors
California
$15K +$238 +2 +2%
JCM
1006
Jacobi Capital Management
Pennsylvania
$14K +$119 +1 +0.8%
SPWG
1007
Sage Private Wealth Group
Illinois
$14K +$119 +1 +0.8%
FP
1008
Financial Perspectives
Minnesota
$13.4K -$1.55M -13,007 -99%
CH
1009
Canton Hathaway
Rhode Island
$13K
HFM
1010
Hartford Financial Management
Connecticut
$13K
AA
1011
Addison Advisors
Vermont
$13K +$13.3K +112 New
ASBI
1012
American State Bank (Iowa)
Iowa
$12.9K
CWA
1013
Carolina Wealth Advisors
South Carolina
$12K
MSFP
1014
Mark Sheptoff Financial Planning
Connecticut
$12K
FCB
1015
First Command Bank
Texas
$10K
FCFS
1016
First Command Financial Services
Texas
$10K
MCM
1017
Manchester Capital Management
Vermont
$10K
DAM
1018
Delta Asset Management
Tennessee
$9K
CQS
1019
Credential Qtrade Securities
$6.41K +$6.54K +55 New
PFSC
1020
Peoples Financial Services Corp
Pennsylvania
$6K
LCM
1021
Logan Capital Management
Pennsylvania
$3K
SIM
1022
Sonora Investment Management
Arizona
$3K
IWP
1023
IAG Wealth Partners
Wisconsin
$3K +$2.5K +21 New
TC
1024
Truvestments Capital
Florida
$2K -$28.1K -236 -94%
AW
1025
Avion Wealth
Texas
$1K

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.