iShares Select Dividend ETF
DVY
858 hedge funds and large institutions have $4.85B invested in iShares Select Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 210 increasing their positions, 403 reducing their positions, and 70 closing their positions.
0.05% less ownership
Funds ownership: 39.42% → 39.36% (-0.05%)
4% less capital invested
Capital invested by funds: $5.07B → $4.85B (-$218M)
3% less funds holding
Funds holding: 883 → 858 (-25)
17% less funds holding in top 10
Funds holding in top 10: 29 → 24 (-5)
21% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 70
48% less repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 403
80% less call options, than puts
Call options by funds: $41.9M | Put options by funds: $205M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$10.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.66M |
| 3 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
+$8.29M |
| 4 |
Goldman Sachs
New York
|
+$7.71M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$37.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$36.4M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$31.9M |
| 4 |
Morgan Stanley
New York
|
-$21.7M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$19.7M |
DVY Hedge Fund Activity: Q3 2020 in Review
858 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2020, worth a combined $4.85B — down 4.3% from $5.07B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of DVY and 55 opened new positions — a net loss of 15 holders — while 403 trimmed existing stakes and 210 added.
The largest buyer was Franklin Resources, adding an estimated $10.2M. The largest seller was Wells Fargo, cutting an estimated $37.9M.
- 858 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2020, down from 883 in Q2 2020.
- Funds reported $4.85B of iShares Select Dividend ETF stock for Q3 2020, down 4.3% quarter-over-quarter.
- 55 funds opened new iShares Select Dividend ETF positions in Q3 2020 and 70 closed out, a net change of -15 holders.
- The largest iShares Select Dividend ETF buyer in Q3 2020 was Franklin Resources, an estimated $10.2M added.
- The largest iShares Select Dividend ETF seller in Q3 2020 was Wells Fargo, an estimated $37.9M sold.
Based on aggregated 13F filings for Q3 2020.