iShares Select Dividend ETF
635 hedge funds and large institutions have $6.09B invested in iShares Select Dividend ETF in 2016 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 247 increasing their positions, 193 reducing their positions, and 28 closing their positions.
118% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 28
28% more repeat investments, than reductions
Existing positions increased: 247 | Existing positions reduced: 193
10% more funds holding in top 10
Funds holding in top 10: 49 → 54 (+5)
5% more capital invested
Capital invested by funds: $5.78B → $6.09B (+$311M)
4% more funds holding
Funds holding: 610 → 635 (+25)
4% more call options, than puts
Call options by funds: $16.3M | Put options by funds: $15.7M
0.45% more ownership
Funds ownership: 39.07% → 39.52% (+0.45%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$54.1M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$28.2M |
| 3 |
Morgan Stanley
New York
|
+$26M |
| 4 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
+$22.9M |
| 5 |
OIM
Opus Investment Management
Worcester,
Massachusetts
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
-$147M |
| 2 |
LPL Financial
San Diego,
California
|
-$75.8M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$39.9M |
| 4 |
PIM
Parker Investment Management
Menlo Park,
California
|
-$20.6M |
| 5 |
AIG
American International Group
New York
|
-$18M |
DVY Hedge Fund Activity: Q2 2016 in Review
635 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2016, worth a combined $6.09B — up 5.4% from $5.78B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new DVY positions and 28 closed out — a net gain of 33 holders — while 247 added to existing stakes and 193 trimmed.
The largest buyer was Wells Fargo, adding an estimated $54.1M. The largest seller was Nippon Life Insurance, cutting an estimated $147M.
- 635 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2016, up from 610 in Q1 2016.
- Funds reported $6.09B of iShares Select Dividend ETF stock for Q2 2016, up 5.4% quarter-over-quarter.
- 61 funds opened new iShares Select Dividend ETF positions in Q2 2016 and 28 closed out, a net change of +33 holders.
- The largest iShares Select Dividend ETF buyer in Q2 2016 was Wells Fargo, an estimated $54.1M added.
- The largest iShares Select Dividend ETF seller in Q2 2016 was Nippon Life Insurance, an estimated $147M sold.
Based on aggregated 13F filings for Q2 2016.