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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
MHI
151
Miller Howard Investments
New York
$4.54M +$513K +4,310 +12%
FWP
152
FAS Wealth Partners
Kansas
$4.54M +$573K +4,817 +14%
BCI
153
Brinker Capital Investments
Pennsylvania
$4.53M -$309K -2,602 -6%
JGIA
154
Jackson Grant Investment Advisers
Connecticut
$4.51M -$104K -871 -2%
SFG
155
Summit Financial Group
West Virginia
$4.5M +$336K +2,825 +8%
CIBC Private Wealth Group
156
CIBC Private Wealth Group
Georgia
$4.5M +$109K +913 +2%
MIAN
157
Mariner Independent Advisor Network
Kansas
$4.49M -$502K -4,224 -10%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$4.49M -$145K -1,217 -3%
CA
159
Clearstead Advisors
Ohio
$4.3M +$2.84M +23,887 +184%
CWM
160
Connecticut Wealth Management
Connecticut
$4.28M -$245K -2,060 -5%
RJT
161
Raymond James Trust
Florida
$4.28M -$72.3K -608 -2%
SFI
162
SPC Financial Inc
Maryland
$4.25M +$437K +3,675 +11%
MAM
163
MMA Asset Management
Pennsylvania
$4.21M +$1.34M +11,302 +46%
MCM
164
MV Capital Management
Maryland
$4.21M -$1.43K -12 -0%
NA
165
NewEdge Advisors
Louisiana
$4.19M +$348K +2,928 +9%
CFG
166
Citizens Financial Group
Rhode Island
$4.17M +$8.68K +73 +0.2%
BRWA
167
B. Riley Wealth Advisors
Florida
$4.17M +$165K +1,384 +4%
AA
168
Argent Advisors
Louisiana
$4.12M +$51.3K +431 +1%
GB
169
Gunma Bank
Japan
$4.08M -$3.15M -26,500 -43%
PA
170
Pinnacle Associates
New York
$4.08M +$169K +1,424 +4%
VCM
171
Vivaldi Capital Management
Illinois
$4.04M
WT
172
Whittier Trust
California
$4.02M -$2.5K -21 -0.1%
MAWCM
173
Mine & Arao Wealth Creation & Management
California
$3.98M +$24.5K +206 +0.6%
AFG
174
Albion Financial Group
Utah
$3.97M +$4.05M +34,037 New
GHA
175
GW Henssler & Associates
Georgia
$3.92M +$102K +860 +3%

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.