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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
SFSG
326
Stearns Financial Services Group
North Carolina
$329K +$332K +5,133 New
HW
327
Hancock Whitney
Mississippi
$328K +$331K +5,115 New
PFS
328
Prospera Financial Services
Texas
$326K +$328K +5,074 New
FFC
329
First Financial Corp
Indiana
$320K +$324K +5,001 New
CCM
330
Condor Capital Management
New Jersey
$314K +$318K +4,908 New
AWM
331
Affinity Wealth Management
Delaware
$311K +$314K +4,852 New
WTC
332
WhitTier Trust Company
Nevada
$311K +$314K +4,852 New
GJIC
333
Gamble Jones Investment Counsel
California
$308K +$311K +4,805 New
Neuberger Berman Group
334
Neuberger Berman Group
New York
$303K +$307K +4,736 New
FCCM
335
First City Capital Management
Georgia
$298K +$301K +4,658 New
AA
336
Ancora Advisors
Ohio
$291K +$294K +4,546 New
LNWWM
337
Laird Norton Wetherby Wealth Management
California
$286K +$289K +4,459 New
SYBT
338
Stock Yards Bank & Trust
Kentucky
$286K +$289K +4,464 New
SFG
339
SNS Financial Group
Minnesota
$282K +$285K +4,407 New
Nomura Holdings
340
Nomura Holdings
Japan
$274K +$276K +4,268 New
CCM
341
Coldstream Capital Management
Washington
$270K +$273K +4,220 New
HFS
342
HL Financial Services
Kentucky
$264K +$267K +4,123 New
PSUF
343
People's United Financial
Connecticut
$264K +$267K +4,125 New
SIC
344
Sigma Investment Counselors
Michigan
$261K +$263K +4,070 New
AW
345
ACG Wealth
Georgia
$254K +$256K +3,963 New
AFG
346
Albion Financial Group
Utah
$254K +$257K +3,965 New
MS
347
Madison Scottsdale
Arizona
$251K +$254K +3,925 New
KFC
348
Klingenstein Fields & Co
New York
$250K +$252K +3,900 New
WA
349
WealthTrust Axiom
Pennsylvania
$244K +$247K +3,820 New
WPC
350
White Pine Capital
Minnesota
$242K +$244K +3,773 New
12 13
14
15 16

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.