iShares Select Dividend ETF
DVY
823 hedge funds and large institutions have $7.06B invested in iShares Select Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 242 increasing their positions, 272 reducing their positions, and 28 closing their positions.
386% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 28
163% more call options, than puts
Call options by funds: $19.5M | Put options by funds: $7.42M
32% more funds holding in top 10
Funds holding in top 10: 41 → 54 (+13)
14% more funds holding
Funds holding: 721 → 823 (+102)
8% more capital invested
Capital invested by funds: $6.52B → $7.06B (+$534M)
1.23% more ownership
Funds ownership: 38.2% → 39.43% (+1.2%)
11% less repeat investments, than reductions
Existing positions increased: 242 | Existing positions reduced: 272
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$39.7M |
| 2 |
BlackRock
New York
|
+$25.6M |
| 3 |
Morgan Stanley
New York
|
+$18M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.7M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$23.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$21.2M |
| 3 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$19.2M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$17.4M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$17.3M |
DVY Hedge Fund Activity: Q4 2017 in Review
823 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2017, worth a combined $7.06B — up 8.2% from $6.52B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new DVY positions and 28 closed out — a net gain of 108 holders — while 242 added to existing stakes and 272 trimmed.
The largest buyer was Wells Fargo, adding an estimated $39.7M. The largest seller was PNC Financial Services Group, cutting an estimated $23.1M.
- 823 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2017, up from 721 in Q3 2017.
- Funds reported $7.06B of iShares Select Dividend ETF stock for Q4 2017, up 8.2% quarter-over-quarter.
- 136 funds opened new iShares Select Dividend ETF positions in Q4 2017 and 28 closed out, a net change of +108 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2017 was Wells Fargo, an estimated $39.7M added.
- The largest iShares Select Dividend ETF seller in Q4 2017 was PNC Financial Services Group, an estimated $23.1M sold.
Based on aggregated 13F filings for Q4 2017.