iShares Select Dividend ETF
DVY
571 hedge funds and large institutions have $5.3B invested in iShares Select Dividend ETF in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 144 increasing their positions, 266 reducing their positions, and 31 closing their positions.
225% more call options, than puts
Call options by funds: $13M | Put options by funds: $4.01M
6% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 31
0.16% more ownership
Funds ownership: 37.71% → 37.87% (+0.16%)
1% less funds holding
Funds holding: 577 → 571 (-6)
9% less capital invested
Capital invested by funds: $5.8B → $5.3B (-$501M)
15% less funds holding in top 10
Funds holding in top 10: 40 → 34 (-6)
46% less repeat investments, than reductions
Existing positions increased: 144 | Existing positions reduced: 266
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$96.6M |
| 2 |
BlackRock
New York
|
+$24.5M |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$24.4M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$12.6M |
| 5 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$50.4M |
| 2 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$34.2M |
| 3 |
Morgan Stanley
New York
|
-$32.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$30M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$28.8M |
DVY Hedge Fund Activity: Q2 2015 in Review
571 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2015, worth a combined $5.3B — down 8.6% from $5.8B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new DVY positions and 31 closed out — a net gain of 2 holders — while 144 added to existing stakes and 266 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $96.6M. The largest seller was Bank of America, cutting an estimated $50.4M.
- 571 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2015, down from 577 in Q1 2015.
- Funds reported $5.3B of iShares Select Dividend ETF stock for Q2 2015, down 8.6% quarter-over-quarter.
- 33 funds opened new iShares Select Dividend ETF positions in Q2 2015 and 31 closed out, a net change of +2 holders.
- The largest iShares Select Dividend ETF buyer in Q2 2015 was Fidelity Investments, an estimated $96.6M added.
- The largest iShares Select Dividend ETF seller in Q2 2015 was Bank of America, an estimated $50.4M sold.
Based on aggregated 13F filings for Q2 2015.