We are live on ! Find out more
DVY icon

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
BCM
1051
Bluefin Capital Management
New York
-$308K -2,700 Closed
CA
1052
Capital Advantage
California
-$250K -2,191 Closed
Kovitz Investment Group Partners
1053
Kovitz Investment Group Partners
Illinois
-$229K -2,007 Closed
UF
1054
Univest Financial
Pennsylvania
-$222K -1,948 Closed
AUB
1055
Atlantic Union Bankshares
Virginia
-$209K -1,830 Closed
RFN
1056
RDA Financial Network
Iowa
-$209K -1,830 Closed
BFG
1057
Berger Financial Group
Minnesota
-$209K -1,829 Closed
BSW
1058
Buckingham Strategic Wealth
Missouri
-$202K -1,770 Closed
IA
1059
Insight Advisors
Pennsylvania
-$200K -1,691 Closed
CL
1060
COWA LLC
Oklahoma
-$193K -1,670 Closed
RWB
1061
RMR Wealth Builders
New Jersey
-$163K -1,433 Closed
DWP
1062
Destiny Wealth Partners
Florida
-$159K -1,396 Closed
SCA
1063
Stuart Chaussee & Associates
California
-$123K -1,075 Closed
Loomis, Sayles & Company
1064
Loomis, Sayles & Company
Massachusetts
-$106K -925 Closed
AP
1065
Arlington Partners
Alabama
-$94K -825 Closed
BAMG
1066
Brand Asset Management Group
Missouri
-$78K -684 Closed
RWG
1067
Regal Wealth Group
California
-$67K -589 Closed
FFW
1068
Fusion Family Wealth
New York
-$62K -540 Closed
WCM
1069
Wealthcare Capital Management
Virginia
-$20K -178 Closed
MWP
1070
Meridian Wealth Partners
Pennsylvania
-$16K -143 Closed
FP
1071
Fiduciary Planning
Florida
-$11K -98 Closed
PWMG
1072
Prestige Wealth Management Group
New Jersey
-$10K -84 Closed
LGWM
1073
Litman Gregory Wealth Management
California
-$6K -53 Closed
FA
1074
Fortis Advisors
Pennsylvania
-$5.95K -50 -98%
MF
1075
Manchester Financial
California
-$6K -50 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.