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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
Bank of America
1
Bank of America
North Carolina
$860M +$11M +92,309 +1%
Morgan Stanley
2
Morgan Stanley
New York
$664M +$33.7M +283,587 +5%
Wells Fargo
3
Wells Fargo
California
$608M -$12.6M -106,138 -2%
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$461M +$11.5M +96,723 +3%
Northern Trust
5
Northern Trust
Illinois
$281M -$1.94M -16,283 -0.7%
HI
6
Horizon Investments
North Carolina
$254M +$85.1M +715,508 +49%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$250M +$15.8M +132,723 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$173M -$3.07M -25,805 -2%
US Bancorp
9
US Bancorp
Minnesota
$172M +$963K +8,099 +0.6%
Truist Financial
10
Truist Financial
North Carolina
$166M +$1.79M +15,053 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$154M +$6.09M +51,213 +4%
LPL Financial
12
LPL Financial
California
$143M +$6.15M +51,694 +4%
UBS Group
13
UBS Group
Switzerland
$127M +$4.2M +35,295 +3%
PI
14
PFS Investments
Georgia
$108M +$33.9M +284,857 +45%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$97.2M +$83.6M +703,042 +525%
JP Morgan Chase
16
JP Morgan Chase
New York
$94.4M +$13.6M +114,260 +16%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$91.9M +$7.82M +65,734 +9%
FIA
18
Foundations Investment Advisors
Arizona
$91.8M +$8.69M +73,083 +10%
NCM
19
Northside Capital Management
Oregon
$75.3M
Osaic Holdings
20
Osaic Holdings
Arizona
$71.7M +$6.32M +53,133 +9%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$70.9M +$3.95M +33,179 +6%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$69.1M -$3.9M -32,821 -5%
RJA
23
Raymond James & Associates
Florida
$67.9M +$4.55M +38,222 +7%
Ameriprise
24
Ameriprise
Minnesota
$66.9M +$5.34M +44,898 +8%
BlackRock
25
BlackRock
New York
$63M -$11.9M -100,411 -16%

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.