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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
BFS
101
Bard Financial Services
Connecticut
$7.58M +$1.55K +13 +0%
KL
102
KWMG LLC
Kansas
$7.54M +$249K +2,095 +3%
GRP
103
Global Retirement Partners
California
$7.4M -$1.27M -10,654 -14%
Deutsche Bank
104
Deutsche Bank
Germany
$7.39M -$317K -2,663 -4%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$7.17M +$179K +1,509 +3%
SW
106
SVB Wealth
Massachusetts
$7.13M -$250K -2,098 -3%
SI
107
Stephens Inc
Arkansas
$7.1M +$67.9K +571 +0.9%
OWA
108
One Wealth Advisors
California
$7.08M -$265K -2,232 -4%
OFG
109
Omega Financial Group
California
$6.96M -$95K -799 -1%
WANY
110
Wealthspire Advisors (New York)
New York
$6.93M -$35.9K -302 -0.5%
CPO
111
Cerity Partners OCIO
New York
$6.87M -$41.7K -351 -0.6%
AWM
112
AE Wealth Management
Kansas
$6.62M +$1.45M +12,159 +27%
HB
113
Homrich & Berg
Georgia
$6.61M -$357 -3 -0%
PFPT
114
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.57M -$233K -1,959 -3%
PWA
115
Pinnacle Wealth Advisors
Tennessee
$6.57M +$6.7M +56,378 New
ONB
116
Old National Bancorp
Indiana
$6.47M +$2.62K +22 +0%
Edgewood Management
117
Edgewood Management
Connecticut
$6.45M -$357K -3,000 -5%
KIA
118
KCM Investment Advisors
California
$6.44M -$426K -3,582 -6%
TFA
119
Tranquilli Financial Advisor
New Jersey
$6.31M +$2.07M +17,412 +47%
GLLW
120
Graves Light Lenhart Wealth
Virginia
$6.3M +$46.6K +392 +0.7%
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$6.29M +$122K +1,026 +2%
HCMT
122
Highland Capital Management (Tennessee)
Tennessee
$6.1M -$61K -513 -1%
MML Investors Services
123
MML Investors Services
Massachusetts
$6.02M -$245K -2,057 -4%
IA
124
IFG Advisory
Georgia
$6.01M +$934K +7,850 +18%
RG
125
Rathbones Group
United Kingdom
$5.93M -$149K -1,251 -2%

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.