iShares Select Dividend ETF
DVY
1,240 hedge funds and large institutions have $11.2B invested in iShares Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 164 funds opening new positions, 470 increasing their positions, 328 reducing their positions, and 38 closing their positions.
332% more first-time investments, than exits
New positions opened: 164 | Existing positions closed: 38
91% more call options, than puts
Call options by funds: $35.7M | Put options by funds: $18.7M
43% more repeat investments, than reductions
Existing positions increased: 470 | Existing positions reduced: 328
24% more capital invested
Capital invested by funds: $9B → $11.2B (+$2.18B)
9% more funds holding
Funds holding: 1,138 → 1,240 (+102)
8% more funds holding in top 10
Funds holding in top 10: 63 → 68 (+5)
2.2% more ownership
Funds ownership: 46.6% → 48.8% (+2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$120M |
| 2 |
Morgan Stanley
New York
|
+$97.4M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$87.4M |
| 4 |
JP Morgan Chase
New York
|
+$40.2M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$33.8M |
| 2 |
RWA
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
-$15.2M |
| 3 |
CWM
Chicago Wealth Management
Chicago,
Illinois
|
-$13.3M |
| 4 |
Millennium Management
New York
|
-$13.1M |
| 5 |
HF
HRT Financial
New York
|
-$10.5M |
DVY Hedge Fund Activity: Q4 2022 in Review
1,240 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2022, worth a combined $11.2B — up 24% from $9B a quarter earlier.
Buyers outnumbered sellers: 164 funds opened new DVY positions and 38 closed out — a net gain of 126 holders — while 470 added to existing stakes and 328 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $120M. The largest seller was Osaic Holdings, cutting an estimated $33.8M.
- 1,240 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2022, up from 1,138 in Q3 2022.
- Funds reported $11.2B of iShares Select Dividend ETF stock for Q4 2022, up 24% quarter-over-quarter.
- 164 funds opened new iShares Select Dividend ETF positions in Q4 2022 and 38 closed out, a net change of +126 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2022 was Bank of New York Mellon, an estimated $120M added.
- The largest iShares Select Dividend ETF seller in Q4 2022 was Osaic Holdings, an estimated $33.8M sold.
Based on aggregated 13F filings for Q4 2022.