iShares Select Dividend ETF
1,173 hedge funds and large institutions have $8.47B invested in iShares Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 402 increasing their positions, 306 reducing their positions, and 46 closing their positions.
354% more first-time investments, than exits
New positions opened: 209 | Existing positions closed: 46
346% more call options, than puts
Call options by funds: $105M | Put options by funds: $23.5M
31% more repeat investments, than reductions
Existing positions increased: 402 | Existing positions reduced: 306
26% more funds holding in top 10
Funds holding in top 10: 31 → 39 (+8)
15% more capital invested
Capital invested by funds: $7.39B → $8.47B (+$1.08B)
14% more funds holding
Funds holding: 1,030 → 1,173 (+143)
1.31% more ownership
Funds ownership: 41.18% → 42.49% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$71.9M |
| 2 |
Bank of New York Mellon
New York
|
+$41.5M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$38.1M |
| 4 |
PI
PFS Investments
Duluth,
Georgia
|
+$32.5M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$7.84M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.65M |
| 3 |
AI
AXS Investments
Port Chester,
New York
|
-$4.43M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.37M |
| 5 |
Two Sigma Investments
New York
|
-$4.03M |
DVY Hedge Fund Activity: Q4 2021 in Review
1,173 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2021, worth a combined $8.47B — up 15% from $7.39B a quarter earlier.
Buyers outnumbered sellers: 209 funds opened new DVY positions and 46 closed out — a net gain of 163 holders — while 402 added to existing stakes and 306 trimmed.
The largest buyer was Horizon Investments, opening a new position worth an estimated $71.9M. The largest seller was Strategic Equity Management, cutting an estimated $7.84M.
- 1,173 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2021, up from 1,030 in Q3 2021.
- Funds reported $8.47B of iShares Select Dividend ETF stock for Q4 2021, up 15% quarter-over-quarter.
- 209 funds opened new iShares Select Dividend ETF positions in Q4 2021 and 46 closed out, a net change of +163 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2021 was Horizon Investments, an estimated $71.9M added.
- The largest iShares Select Dividend ETF seller in Q4 2021 was Strategic Equity Management, an estimated $7.84M sold.
Based on aggregated 13F filings for Q4 2021.