iShares Select Dividend ETF
DVY
1,016 hedge funds and large institutions have $7.77B invested in iShares Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 305 increasing their positions, 317 reducing their positions, and 47 closing their positions.
238% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 47
11% more funds holding
Funds holding: 916 → 1,016 (+100)
9% more funds holding in top 10
Funds holding in top 10: 45 → 49 (+4)
8% more capital invested
Capital invested by funds: $7.18B → $7.77B (+$592M)
0.99% more ownership
Funds ownership: 40.54% → 41.53% (+0.99%)
4% less repeat investments, than reductions
Existing positions increased: 305 | Existing positions reduced: 317
34% less call options, than puts
Call options by funds: $15.1M | Put options by funds: $22.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$193M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$58.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$30.6M |
| 4 |
JFA
Johanson Financial Advisors
Campbell,
California
|
+$21M |
| 5 |
Bank of New York Mellon
New York
|
+$20.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$41.5M |
| 2 |
PC
Port Capital
Chicago,
Illinois
|
-$16.7M |
| 3 |
AF
Ally Financial
Detroit,
Michigan
|
-$15.8M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$10.2M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$7.95M |
DVY Hedge Fund Activity: Q4 2019 in Review
1,016 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2019, worth a combined $7.77B — up 8.2% from $7.18B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new DVY positions and 47 closed out — a net gain of 112 holders — while 305 added to existing stakes and 317 trimmed.
The largest buyer was Truist Financial, adding an estimated $193M. The largest seller was M&T Bank, exiting entirely with an estimated $41.5M sold.
- 1,016 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2019, up from 916 in Q3 2019.
- Funds reported $7.77B of iShares Select Dividend ETF stock for Q4 2019, up 8.2% quarter-over-quarter.
- 159 funds opened new iShares Select Dividend ETF positions in Q4 2019 and 47 closed out, a net change of +112 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2019 was Truist Financial, an estimated $193M added.
- The largest iShares Select Dividend ETF seller in Q4 2019 was M&T Bank, an estimated $41.5M sold.
Based on aggregated 13F filings for Q4 2019.