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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
Citigroup
176
Citigroup
New York
$3.87M +$239K +2,010 +6%
OPCM
177
Osborne Partners Capital Management
California
$3.79M -$167K -1,405 -4%
EVM
178
Eaton Vance Management
Massachusetts
$3.78M +$108K +906 +3%
Qube Research & Technologies (QRT)
179
Qube Research & Technologies (QRT)
United Kingdom
$3.76M +$3.84M +32,257 New
SWP
180
Stratos Wealth Partners
Ohio
$3.76M +$143K +1,204 +4%
FWM
181
FFT Wealth Management
Pennsylvania
$3.75M
KA
182
Klingman & Associates
New York
$3.74M -$78.8K -663 -2%
NF
183
Nikulski Financial
Iowa
$3.74M -$55.9K -470 -1%
CM
184
Cornerstone Management
Georgia
$3.73M -$72.9K -613 -2%
FCFC
185
First Commonwealth Financial Corp
Pennsylvania
$3.71M +$6.42K +54 +0.2%
SCG
186
Sonata Capital Group
Washington
$3.71M +$352K +2,956 +10%
RFC
187
Regions Financial Corp
Alabama
$3.65M -$3.67M -30,900 -50%
CAM
188
Cresset Asset Management
Illinois
$3.61M -$159K -1,334 -4%
CAG
189
Csenge Advisory Group
Florida
$3.56M +$189K +1,592 +6%
PWP
190
Principle Wealth Partners
Connecticut
$3.55M -$2.73K -23 -0.1%
IC
191
Inscription Capital
Texas
$3.55M +$3.62M +30,472 New
FANJ
192
Financial Architects (New Jersey)
New Jersey
$3.51M +$13.7K +115 +0.4%
CAL
193
Capital Analysts LLC
Pennsylvania
$3.49M -$152K -1,276 -4%
OC
194
Oppenheimer & Co
New York
$3.49M +$77.7K +653 +2%
AI
195
Atria Investments
North Carolina
$3.45M +$2.34M +19,666 +198%
MMHP
196
Murphy Middleton Hinkle & Parker
Georgia
$3.44M +$81K +681 +2%
DAM
197
Derbend Asset Management
Georgia
$3.42M +$3.49M +29,371 New
WA
198
Winfield Associates
Ohio
$3.4M +$595K +5,000 +21%
BPA
199
Beacon Pointe Advisors
California
$3.4M +$1.01M +8,528 +41%
PFS
200
Prospera Financial Services
Texas
$3.4M +$81.2K +683 +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.