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iShares Select Dividend ETF

517 hedge funds and large institutions have $5.24B invested in iShares Select Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 208 increasing their positions, 167 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $5.83M

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

25% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 167

7% more capital invested

Capital invested by funds: $4.91B → $5.24B (+$337M)

3% more funds holding

Funds holding: 501517 (+16)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

0.62% less ownership

Funds ownership: 37.01%36.39% (-0.62%)

Holders
517
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
14.86%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.21%
New
37
Increased
208
Reduced
167
Closed
19
Calls
$18.6M
Puts
$5.83M
Net Calls
+$12.7M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$33.8M +$505K +6,752 +2%
CS
27
Credit Suisse
Switzerland
$33.8M +$16.6M +222,741 +103%
LW
28
Linscomb Wealth
Texas
$32.5M -$4.91M -65,666 -13%
B
29
Baird
Wisconsin
$29.8M +$10.7M +143,854 +59%
BF
30
BOK Financial
Oklahoma
$29.6M +$1.38M +18,433 +5%
BIT
31
BlackRock Institutional Trust
California
$28.2M -$1.07M -14,300 -4%
GW
32
GW & Wade
Massachusetts
$27.9M +$542K +7,257 +2%
Comerica Bank
33
Comerica Bank
Texas
$27.7M +$3.6M +48,109 +15%
GT
34
Glenmede Trust
Pennsylvania
$26.7M -$374K -5,005 -1%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$26.7M -$717K -9,597 -3%
KT
36
Kanaly Trust
Texas
$24.8M +$388K +5,193 +2%
VIP
37
Vantage Investment Partners
Missouri
$22.3M +$416K +5,561 +2%
V
38
Veritable
Delaware
$21.9M -$406K -5,438 -2%
ANTB
39
AMG National Trust Bank
Colorado
$21.4M +$470K +6,294 +2%
AAC
40
Asset Advisors Corp
Georgia
$20.9M -$254K -3,400 -1%
CIA
41
Capital Investment Advisors
Georgia
$19.9M +$550K +7,354 +3%
CHFS
42
Cobble Hill Financial Services
New Jersey
$19.9M -$747K -10,000 -4%
CA
43
Cetera Advisors
Colorado
$19.6M +$1.67M +22,412 +10%
SF
44
Synovus Financial
Georgia
$19.5M -$1.9M -25,472 -9%
Deutsche Bank
45
Deutsche Bank
Germany
$19.5M +$9.6M +128,484 +103%
Ameriprise
46
Ameriprise
Minnesota
$18.4M +$8.28M +110,861 +87%
AssetMark Inc
47
AssetMark Inc
California
$17.7M +$2.43M +32,535 +16%
WT
48
Wilmington Trust
Delaware
$17.3M +$128K +1,715 +0.8%
Truist Financial
49
Truist Financial
North Carolina
$16.9M +$2.39M +31,954 +17%
SAS
50
Stelac Advisory Services
New York
$15.5M -$10.8K -145 -0.1%

DVY Hedge Fund Activity: Q2 2014 in Review

517 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2014, worth a combined $5.24B — up 6.9% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DVY positions and 19 closed out — a net gain of 18 holders — while 208 added to existing stakes and 167 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $150M. The largest seller was Bank of New York Mellon, cutting an estimated $196M.

  • 517 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2014, up from 501 in Q1 2014.
  • Funds reported $5.24B of iShares Select Dividend ETF stock for Q2 2014, up 6.9% quarter-over-quarter.
  • 37 funds opened new iShares Select Dividend ETF positions in Q2 2014 and 19 closed out, a net change of +18 holders.
  • The largest iShares Select Dividend ETF buyer in Q2 2014 was Mirae Asset Global Investments, an estimated $150M added.
  • The largest iShares Select Dividend ETF seller in Q2 2014 was Bank of New York Mellon, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2014.