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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
CI
1026
CX Institutional
Indiana
$1K
SFA
1027
Semmax Financial Advisors
North Carolina
$1K
TLFA
1028
True Link Financial Advisors
California
$1K +$1.31K +11 New
CP
1029
Castleview Partners
Texas
$1K +$1.43K +12 New
BBHC
1030
Brown Brothers Harriman & Co
New York
$596 -$263K -2,208 -30%
H
1031
HoyleCohen
California
$219
WIM
1032
Westside Investment Management
California
$34
PIM
1033
Parker Investment Management
California
-$143M -1,250,000 Closed
AC
1034
Allstate Corporation
Illinois
-$30.2M -265,000 Closed
MWA
1035
Marshall Wace Asia
Hong Kong
-$9.08M -79,576 Closed
SDAM
1036
Shulman DeMeo Asset Management
New York
-$4.54M -39,824 Closed
FTUS
1037
Flow Traders U.S.
New York
-$3.48M -29,236 Closed
MCM
1038
Monument Capital Management
Virginia
-$2.54M -22,252 Closed
AWM
1039
Aberdeen Wealth Management
Illinois
-$2.04M -17,834 Closed
Balyasny Asset Management
1040
Balyasny Asset Management
Illinois
-$1.82M -15,991 Closed
FA
1041
FMA Advisory
Pennsylvania
-$1.61M -14,124 Closed
SFM
1042
Signet Financial Management
New Jersey
-$1.59M -13,904 Closed
FNB
1043
Farmers National Bank
Kentucky
-$1.39M -12,157 Closed
MCM
1044
Mainstay Capital Management
Michigan
-$1.23M -10,734 Closed
TF
1045
TIAA FSB
Florida
-$1.17M -10,240 Closed
AWA
1046
Acorn Wealth Advisors
Michigan
-$1.05M -9,171 Closed
MHS
1047
M Holdings Securities
Oregon
-$764K -6,697 Closed
HAIM
1048
Hunter Associates Investment Management
Pennsylvania
-$680K -5,960 Closed
TVAMP
1049
Tennessee Valley Asset Management Partners
Tennessee
-$473K -4,143 Closed
RM
1050
Resource Management
Louisiana
-$346K -3,030 Closed

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.