iShares Select Dividend ETF
707 hedge funds and large institutions have $6.51B invested in iShares Select Dividend ETF in 2017 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 234 increasing their positions, 266 reducing their positions, and 40 closing their positions.
48% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 40
1% more funds holding
Funds holding: 700 → 707 (+7)
3% less capital invested
Capital invested by funds: $6.73B → $6.51B (-$215M)
1.5% less ownership
Funds ownership: 39.8% → 38.29% (-1.5%)
12% less repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 266
17% less funds holding in top 10
Funds holding in top 10: 54 → 45 (-9)
37% less call options, than puts
Call options by funds: $18.3M | Put options by funds: $28.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$82.9M |
| 2 |
CCM
Covington Capital Management
Los Angeles,
California
|
+$37M |
| 3 |
TNBTD
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
+$15.6M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$14M |
| 5 |
Morgan Stanley
New York
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$81.8M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$49.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$46.2M |
| 4 |
FIG
FundX Investment Group
San Francisco,
California
|
-$44.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$27.1M |
DVY Hedge Fund Activity: Q1 2017 in Review
707 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2017, worth a combined $6.51B — down 3.2% from $6.73B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new DVY positions and 40 closed out — a net gain of 19 holders — while 234 added to existing stakes and 266 trimmed.
The largest buyer was BlackRock, adding an estimated $82.9M. The largest seller was Wells Fargo, cutting an estimated $81.8M.
- 707 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2017, up from 700 in Q4 2016.
- Funds reported $6.51B of iShares Select Dividend ETF stock for Q1 2017, down 3.2% quarter-over-quarter.
- 59 funds opened new iShares Select Dividend ETF positions in Q1 2017 and 40 closed out, a net change of +19 holders.
- The largest iShares Select Dividend ETF buyer in Q1 2017 was BlackRock, an estimated $82.9M added.
- The largest iShares Select Dividend ETF seller in Q1 2017 was Wells Fargo, an estimated $81.8M sold.
Based on aggregated 13F filings for Q1 2017.