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iShares Select Dividend ETF

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
MLICM
376
Metropolitan Life Insurance Company (MetLife)
New York
$160K +$162K +2,500 New
PVH
377
Psagot Value Holdings
Israel
$154K +$155K +2,399 New
SNT
378
Security National Trust
West Virginia
$154K +$155K +2,400 New
CFS
379
Community Financial System
New York
$148K +$149K +2,309 New
M&T Bank
380
M&T Bank
New York
$139K +$140K +2,170 New
WCM
381
Wealthcare Capital Management
Virginia
$128K +$129K +2,000 New
AA
382
AlphaMark Advisors
Kentucky
$124K +$125K +1,932 New
EWM
383
Edge Wealth Management
New York
$124K +$125K +1,933 New
MA
384
MCF Advisors
Kentucky
$122K +$107K +1,660 New
IFA
385
Interactive Financial Advisors
Illinois
$115K +$117K +1,801 New
Bessemer Group
386
Bessemer Group
New Jersey
$99K +$100K +1,550 New
BAM
387
Barrett Asset Management
New York
$97K +$98.6K +1,523 New
ATC
388
Adirondack Trust Company
New York
$96K +$96.9K +1,497 New
S
389
SignatureFD
Georgia
$93K +$94.2K +1,455 New
RNS
390
Robert N. Shapiro
$92K +$93.3K +1,441 New
HR
391
Howe & Rusling
New York
$92K +$93.5K +1,444 New
PAS
392
Partnervest Advisory Services
California
$87K +$87.9K +1,358 New
KPCM
393
Kings Point Capital Management
New York
$77K +$78.2K +1,209 New
MWP
394
MYCIO Wealth Partners
Pennsylvania
$71K +$71.9K +1,111 New
KTC
395
Kistler-Tiffany Companies
Pennsylvania
$69K +$69.4K +1,073 New
CCM
396
Cazenove Capital Management
United Kingdom
$68.8K +$69.6K +1,075 New
WOC
397
West Oak Capital
California
$68.8K +$69.6K +1,075 New
LTI
398
Laffer Tengler Investments
Tennessee
$61.9K +$62.6K +967 New
BWM
399
Baystate Wealth Management
Massachusetts
$58K +$58.2K +900 New
ClearBridge Investments
400
ClearBridge Investments
New York
$58K +$58.2K +900 New

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.