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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
RRA
126
Round Rock Advisors
Connecticut
$5.79M +$304K +2,557 +5%
BOTW
127
Bank of the West
California
$5.78M +$1.95M +16,385 +49%
Bank of Nova Scotia
128
Bank of Nova Scotia
Ontario, Canada
$5.75M +$5.21M +43,781 +797%
NC
129
NinePointTwo Capital
California
$5.7M
ST
130
Smithfield Trust
Pennsylvania
$5.7M -$51.1K -430 -0.9%
TCM
131
Traynor Capital Management
Pennsylvania
$5.33M +$524K +4,407 +11%
CWM
132
Chicago Wealth Management
Illinois
$5.32M +$2.14M +17,963 +65%
UCFA
133
United Capital Financial Advisors
Texas
$5.26M -$66.4K -558 -1%
CA
134
Cetera Advisors
Colorado
$5.14M +$267K +2,246 +5%
IF
135
Ironwood Financial
Arizona
$5.08M +$539K +4,531 +12%
TPCW
136
TD Private Client Wealth
New York
$5.04M +$813K +6,838 +19%
MCM
137
MAI Capital Management
Ohio
$4.97M -$121K -1,017 -2%
HF
138
HRT Financial
New York
$4.95M +$5.05M +42,438 New
RPGK
139
Retirement Planning Group (Kansas)
Kansas
$4.93M -$15.8K -133 -0.3%
AR
140
Advisory Research
Illinois
$4.91M
IWC
141
Integrated Wealth Concepts
Massachusetts
$4.9M +$317K +2,668 +7%
FUBT
142
First United Bank & Trust
Maryland
$4.88M +$293K +2,464 +6%
HSA
143
HBK Sorce Advisory
Pennsylvania
$4.83M +$242K +2,032 +5%
ARC
144
Advisor Resource Council
Texas
$4.75M +$4.84M +40,691 New
Citadel Advisors
145
Citadel Advisors
Florida
$4.74M +$4.83M +40,636 New
MBTD
146
Mechanics Bank - Trust Department
California
$4.73M -$447K -3,755 -8%
CAM
147
Carret Asset Management
New York
$4.7M +$438K +3,687 +10%
SPC
148
Sigma Planning Corp
Michigan
$4.7M +$766K +6,437 +19%
DC
149
Davenport & Co
Virginia
$4.69M +$259K +2,177 +6%
FAM
150
Flaharty Asset Management
Florida
$4.55M +$554K +4,660 +14%

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.