iShares Select Dividend ETF
577 hedge funds and large institutions have $5.8B invested in iShares Select Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 214 increasing their positions, 204 reducing their positions, and 50 closing their positions.
19% more call options, than puts
Call options by funds: $9M | Put options by funds: $7.54M
5% more repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 204
6% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 50
1.99% less ownership
Funds ownership: 39.69% → 37.71% (-2%)
2% less funds holding
Funds holding: 589 → 577 (-12)
9% less funds holding in top 10
Funds holding in top 10: 44 → 40 (-4)
13% less capital invested
Capital invested by funds: $6.69B → $5.8B (-$896M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$34.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.6M |
| 3 |
ONB
Old National Bancorp
Evansville,
Indiana
|
+$12.1M |
| 4 |
LPL Financial
San Diego,
California
|
+$10.8M |
| 5 |
NCM
Northside Capital Management
Hood River,
Oregon
|
+$8.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
-$284M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$69.8M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$50.2M |
| 4 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$31.9M |
| 5 |
Morgan Stanley
New York
|
-$29.2M |
DVY Hedge Fund Activity: Q1 2015 in Review
577 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2015, worth a combined $5.8B — down 13% from $6.69B a quarter earlier.
Sellers outnumbered buyers: 50 funds closed out of DVY and 47 opened new positions — a net loss of 3 holders — while 204 trimmed existing stakes and 214 added.
The largest buyer was Bank of America, adding an estimated $34.6M. The largest seller was ALPS Advisors, exiting entirely with an estimated $284M sold.
- 577 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2015, down from 589 in Q4 2014.
- Funds reported $5.8B of iShares Select Dividend ETF stock for Q1 2015, down 13% quarter-over-quarter.
- 47 funds opened new iShares Select Dividend ETF positions in Q1 2015 and 50 closed out, a net change of -3 holders.
- The largest iShares Select Dividend ETF buyer in Q1 2015 was Bank of America, an estimated $34.6M added.
- The largest iShares Select Dividend ETF seller in Q1 2015 was ALPS Advisors, an estimated $284M sold.
Based on aggregated 13F filings for Q1 2015.