iShares Select Dividend ETF
1,030 hedge funds and large institutions have $7.39B invested in iShares Select Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 337 increasing their positions, 319 reducing their positions, and 56 closing their positions.
54% more call options, than puts
Call options by funds: $68.4M | Put options by funds: $44.3M
18% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 56
6% more repeat investments, than reductions
Existing positions increased: 337 | Existing positions reduced: 319
0% less funds holding
Funds holding: 1,035 → 1,030 (-5)
1.55% less ownership
Funds ownership: 42.73% → 41.18% (-1.5%)
7% less capital invested
Capital invested by funds: $7.95B → $7.39B (-$560M)
26% less funds holding in top 10
Funds holding in top 10: 42 → 31 (-11)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Ally Financial
Detroit,
Michigan
|
+$71.4M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$18M |
| 3 |
JP Morgan Chase
New York
|
+$13.3M |
| 4 |
BOH
Bank of Hawaii
Honolulu,
Hawaii
|
+$12.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$254M |
| 2 |
PI
PFS Investments
Duluth,
Georgia
|
-$108M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$91.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$46.5M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$25M |
DVY Hedge Fund Activity: Q3 2021 in Review
1,030 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2021, worth a combined $7.39B — down 7% from $7.95B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new DVY positions and 56 closed out — a net gain of 10 holders — while 337 added to existing stakes and 319 trimmed.
The largest buyer was Ally Financial, adding an estimated $71.4M. The largest seller was Horizon Investments, exiting entirely with an estimated $254M sold.
- 1,030 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2021, down from 1,035 in Q2 2021.
- Funds reported $7.39B of iShares Select Dividend ETF stock for Q3 2021, down 7% quarter-over-quarter.
- 66 funds opened new iShares Select Dividend ETF positions in Q3 2021 and 56 closed out, a net change of +10 holders.
- The largest iShares Select Dividend ETF buyer in Q3 2021 was Ally Financial, an estimated $71.4M added.
- The largest iShares Select Dividend ETF seller in Q3 2021 was Horizon Investments, an estimated $254M sold.
Based on aggregated 13F filings for Q3 2021.