iShares Select Dividend ETF
DVY
912 hedge funds and large institutions have $5.12B invested in iShares Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 262 increasing their positions, 408 reducing their positions, and 160 closing their positions.
0.69% less ownership
Funds ownership: 41.53% → 40.84% (-0.69%)
10% less funds holding
Funds holding: 1,016 → 912 (-104)
24% less call options, than puts
Call options by funds: $25.1M | Put options by funds: $32.8M
29% less funds holding in top 10
Funds holding in top 10: 49 → 35 (-14)
34% less capital invested
Capital invested by funds: $7.77B → $5.12B (-$2.65B)
36% less repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 408
57% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 160
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$110M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$32M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$23.1M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$14.6M |
| 5 |
CL
CPWM LLC
Seattle,
Washington
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
-$196M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$58.4M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$48.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$44.4M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$30.1M |
DVY Hedge Fund Activity: Q1 2020 in Review
912 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2020, worth a combined $5.12B — down 34% from $7.77B a quarter earlier.
Sellers outnumbered buyers: 160 funds closed out of DVY and 69 opened new positions — a net loss of 91 holders — while 408 trimmed existing stakes and 262 added.
The largest buyer was Morgan Stanley, adding an estimated $110M. The largest seller was Nippon Life Insurance, exiting entirely with an estimated $196M sold.
- 912 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2020, down from 1,016 in Q4 2019.
- Funds reported $5.12B of iShares Select Dividend ETF stock for Q1 2020, down 34% quarter-over-quarter.
- 69 funds opened new iShares Select Dividend ETF positions in Q1 2020 and 160 closed out, a net change of -91 holders.
- The largest iShares Select Dividend ETF buyer in Q1 2020 was Morgan Stanley, an estimated $110M added.
- The largest iShares Select Dividend ETF seller in Q1 2020 was Nippon Life Insurance, an estimated $196M sold.
Based on aggregated 13F filings for Q1 2020.