iShares Select Dividend ETF
1,036 hedge funds and large institutions have $7.95B invested in iShares Select Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 392 increasing their positions, 297 reducing their positions, and 44 closing their positions.
673% more call options, than puts
Call options by funds: $165M | Put options by funds: $21.3M
86% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 44
75% more capital inflows, than outflows
Capital inflows: $630M | Capital outflows: $359M
32% more repeat investments, than reductions
Existing positions increased: 392 | Existing positions reduced: 297
11% more funds holding in top 10
Funds holding in top 10: 38 → 42 (+4)
3% more funds holding
Funds holding: 1,009 → 1,036 (+27)
0.08% more ownership
Funds ownership: 42.65% → 42.73% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Horizon Investments
Charlotte,
North Carolina
|
+$85.1M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$83.6M |
| 3 |
PFS Investments
Duluth,
Georgia
|
+$33.9M |
| 4 |
Morgan Stanley
New York
|
+$33.7M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Parker Investment Management
Menlo Park,
California
|
-$143M |
| 2 |
Ally Financial
Detroit,
Michigan
|
-$33.3M |
| 3 |
Allstate Corporation
Northbrook,
Illinois
|
-$30.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$12.6M |
| 5 |
BlackRock
New York
|
-$11.9M |
DVY Hedge Fund Activity: Q2 2021 in Review
1,036 of the 5,770 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 4.9% from $7.57B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new DVY positions and 44 closed out — a net gain of 38 holders — while 392 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.
- 1,036 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2021, up from 1,009 in Q1 2021.
- Funds reported $7.95B of iShares Select Dividend ETF stock for Q2 2021, up 4.9% quarter-over-quarter.
- 82 funds opened new iShares Select Dividend ETF positions in Q2 2021 and 44 closed out, a net change of +38 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.