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iShares Select Dividend ETF
DVY

432 hedge funds and large institutions have $5.6B invested in iShares Select Dividend ETF in 2013 Q2 according to their latest regulatory filings, with 432 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $66.5M | Put options by funds: $12M

35.54% more ownership

Funds ownership: 0% → 35.54% (+36%)

Holders
432
Holders Change
+432
Holders Change %
–
% of All Funds
14.1%
Holding in Top 10
38
Holding in Top 10 Change
+38
Holding in Top 10 Change %
% of All Funds
1.24%
New
432
Increased
–
Reduced
–
Closed
–
Calls
$66.5M
Puts
$12M
Net Calls
+$54.6M
Net Calls Change
+$54.6M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
251
First Horizon Corporation
Tennessee
$704K +$712K +11,002 New
FNT
252
First National Trust
Pennsylvania
$703K +$710K +10,975 New
MCC
253
Mid Continent Capital
Illinois
$700K +$708K +10,935 New
WT
254
Whittier Trust
California
$693K +$701K +10,830 New
RJT
255
Raymond James Trust
Florida
$690K +$698K +10,781 New
PFM
256
Phillips Financial Management
Indiana
$686K +$665K +10,273 New
AT
257
Arden Trust
Delaware
$680K +$687K +10,611 New
PJSIMP
258
P.J. Schmidt Investment Management (PJS)
Wisconsin
$680K +$688K +10,628 New
VA
259
Valmark Advisers
Ohio
$676K +$683K +10,554 New
SIC
260
Salem Investment Counselors
North Carolina
$674K +$682K +10,537 New
RCAG
261
Rehmann Capital Advisory Group
Michigan
$667K +$675K +10,428 New
NFG
262
Nadler Financial Group
Illinois
$662K +$669K +10,342 New
FHA
263
First Horizon Advisors
Tennessee
$649K +$637K +9,840 New
Natixis Advisors
264
Natixis Advisors
Massachusetts
$649K +$656K +10,138 New
BAS
265
Brown Advisory Securities
Maryland
$649K +$657K +10,146 New
Luther King Capital Management (LKCM)
266
Luther King Capital Management (LKCM)
Texas
$630K +$638K +9,850 New
MBT
267
Monroe Bank & Trust
Michigan
$618K +$625K +9,657 New
CTA
268
Colonial Trust Advisors
South Carolina
$611K +$618K +9,548 New
SFS
269
Signator Financial Services
Massachusetts
$604K +$611K +9,441 New
FWCM
270
Ferguson Wellman Capital Management
Oregon
$599K +$606K +9,357 New
DC
271
Davenport & Co
Virginia
$592K +$599K +9,253 New
AAS
272
Annex Advisory Services
Wisconsin
$582K +$588K +9,087 New
NRS
273
Neville Rodie & Shaw
New York
$578K +$584K +9,024 New
SSB
274
Sandy Spring Bank
Maryland
$568K +$575K +8,880 New
KCM
275
Kanawha Capital Management
Virginia
$564K +$570K +8,804 New
9 10
11
12 13

DVY Hedge Fund Activity: Q2 2013 in Review

432 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2013, worth a combined $5.6B.

Buyers outnumbered sellers: 432 funds opened new DVY positions and 0 closed out — a net gain of 432 holders — while 0 added to existing stakes and 0 trimmed.

  • 432 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $5.6B of iShares Select Dividend ETF stock for Q2 2013.
  • 432 funds opened new iShares Select Dividend ETF positions in Q2 2013 and 0 closed out, a net change of +432 holders.

Based on aggregated 13F filings for Q2 2013.