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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
SAS
201
Stelac Advisory Services
New York
$3.36M +$274K +2,302 +9%
SC
202
Scotia Capital
Ontario, Canada
$3.35M -$368K -3,093 -10%
SSW
203
Smith Shellnut Wilson
Mississippi
$3.32M +$121K +1,020 +4%
Brown Advisory
204
Brown Advisory
Maryland
$3.24M +$36K +303 +1%
GWM
205
Geneos Wealth Management
Colorado
$3.23M -$1.66M -13,955 -34%
JIC
206
Johnson Investment Counsel
Ohio
$3.23M +$790K +6,644 +32%
PRWA
207
Platte River Wealth Advisors
Colorado
$3.19M +$142K +1,190 +5%
AIC
208
Ameritas Investment Company
Nebraska
$3.14M +$646K +5,435 +33%
AFS
209
Access Financial Services
Minnesota
$3.1M -$122K -1,029 -4%
ASFA
210
All Season Financial Advisors
Colorado
$3.09M +$3.15M +26,501 New
PGFC
211
Peapack-Gladstone Financial Corp
New Jersey
$3.07M +$228K +1,920 +8%
LP
212
LGL Partners
Pennsylvania
$3.07M -$423K -3,553 -12%
MA
213
MUFG Americas
New York
$3.06M -$170K -1,432 -5%
ACP
214
Arcus Capital Partners
Georgia
$3.05M +$1.38M +11,589 +80%
GPA
215
Guidance Point Advisors
Massachusetts
$3.05M -$28.7K -241 -0.9%
HTC
216
Haverford Trust Company
Pennsylvania
$3.04M -$162K -1,365 -5%
MA
217
Mutual Advisors
Nebraska
$3.04M +$316K +2,654 +11%
GT
218
Glenview Trust
Kentucky
$3.03M +$35.4K +298 +1%
HFA
219
High Falls Advisors
New York
$2.98M -$5.2M -43,735 -63%
P
220
&Partners
Tennessee
$2.98M +$980K +8,240 +48%
Millennium Management
221
Millennium Management
New York
$2.98M +$582K +4,895 +24%
State Street
222
State Street
Massachusetts
$2.89M -$236K -1,985 -7%
EAM
223
Evanson Asset Management
California
$2.88M +$2.26K +19 +0.1%
FBB
224
Fulton Breakefield Broenniman
Maryland
$2.88M -$49.1K -413 -2%
GG
225
Gofen & Glossberg
Illinois
$2.86M +$119 +1 +0%

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.