iShares Select Dividend ETF
DVY
610 hedge funds and large institutions have $5.78B invested in iShares Select Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 200 increasing their positions, 222 reducing their positions, and 45 closing their positions.
91% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $9.02M
23% more funds holding in top 10
Funds holding in top 10: 40 → 49 (+9)
22% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 45
9% more capital invested
Capital invested by funds: $5.32B → $5.78B (+$460M)
1% more funds holding
Funds holding: 606 → 610 (+4)
10% less repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 222
1.26% less ownership
Funds ownership: 40.33% → 39.07% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$68.1M |
| 2 |
FIG
FundX Investment Group
San Francisco,
California
|
+$39M |
| 3 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
+$34.3M |
| 4 |
Morgan Stanley
New York
|
+$32.4M |
| 5 |
SF
Synovus Financial
Columbus,
Georgia
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$77.9M |
| 2 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$43.6M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.6M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$39.9M |
| 5 |
Goldman Sachs
New York
|
-$38M |
DVY Hedge Fund Activity: Q1 2016 in Review
610 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2016, worth a combined $5.78B — up 8.7% from $5.32B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new DVY positions and 45 closed out — a net gain of 10 holders — while 200 added to existing stakes and 222 trimmed.
The largest buyer was Bank of America, adding an estimated $68.1M. The largest seller was Miller Howard Investments, exiting entirely with an estimated $77.9M sold.
- 610 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2016, up from 606 in Q4 2015.
- Funds reported $5.78B of iShares Select Dividend ETF stock for Q1 2016, up 8.7% quarter-over-quarter.
- 55 funds opened new iShares Select Dividend ETF positions in Q1 2016 and 45 closed out, a net change of +10 holders.
- The largest iShares Select Dividend ETF buyer in Q1 2016 was Bank of America, an estimated $68.1M added.
- The largest iShares Select Dividend ETF seller in Q1 2016 was Miller Howard Investments, an estimated $77.9M sold.
Based on aggregated 13F filings for Q1 2016.