iShares Select Dividend ETF
501 hedge funds and large institutions have $4.91B invested in iShares Select Dividend ETF in 2014 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 165 increasing their positions, 193 reducing their positions, and 26 closing their positions.
375% more call options, than puts
Call options by funds: $29M | Put options by funds: $6.11M
42% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 26
11% more funds holding in top 10
Funds holding in top 10: 38 → 42 (+4)
2% more funds holding
Funds holding: 492 → 501 (+9)
0% more capital invested
Capital invested by funds: $4.89B → $4.91B (+$15.3M)
0.51% less ownership
Funds ownership: 37.52% → 37.01% (-0.51%)
15% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 193
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WJA
Williams Jones & Associates
New York
|
+$23.1M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$11.8M |
| 3 |
SCG
Strategic Capital Group
Gig Harbor,
Washington
|
+$8.35M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$7.06M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$6.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$50.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$23.7M |
| 3 |
PI
Placemark Investments
Chicago,
Illinois
|
-$19.9M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$10M |
| 5 |
BHB
Bank Hapoalim BM
Tel Aviv,
Israel
|
-$9.98M |
DVY Hedge Fund Activity: Q1 2014 in Review
501 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2014, worth a combined $4.91B — up 0.31% from $4.89B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DVY positions and 26 closed out — a net gain of 11 holders — while 165 added to existing stakes and 193 trimmed.
The largest buyer was Williams Jones & Associates, opening a new position worth an estimated $23.1M. The largest seller was Bank of America, cutting an estimated $50.1M.
- 501 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2014, up from 492 in Q4 2013.
- Funds reported $4.91B of iShares Select Dividend ETF stock for Q1 2014, up 0.31% quarter-over-quarter.
- 37 funds opened new iShares Select Dividend ETF positions in Q1 2014 and 26 closed out, a net change of +11 holders.
- The largest iShares Select Dividend ETF buyer in Q1 2014 was Williams Jones & Associates, an estimated $23.1M added.
- The largest iShares Select Dividend ETF seller in Q1 2014 was Bank of America, an estimated $50.1M sold.
Based on aggregated 13F filings for Q1 2014.