iShares Select Dividend ETF
900 hedge funds and large institutions have $7.1B invested in iShares Select Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 314 increasing their positions, 305 reducing their positions, and 42 closing their positions.
29% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 42
9% more funds holding in top 10
Funds holding in top 10: 46 → 50 (+4)
3% more repeat investments, than reductions
Existing positions increased: 314 | Existing positions reduced: 305
2% more capital invested
Capital invested by funds: $6.98B → $7.1B (+$115M)
0% less funds holding
Funds holding: 904 → 900 (-4)
0.53% less ownership
Funds ownership: 41.35% → 40.83% (-0.53%)
4% less call options, than puts
Call options by funds: $14M | Put options by funds: $14.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$63.7M |
| 2 |
Morgan Stanley
New York
|
+$19.7M |
| 3 |
MGM
Miura Global Management
New York
|
+$17.3M |
| 4 |
AF
Ally Financial
Detroit,
Michigan
|
+$15.3M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$9.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JPLA
Joseph P. Lucia & Associates
Yorktown Heights,
New York
|
-$74.8M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$60.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$41.7M |
| 4 |
Goldman Sachs
New York
|
-$34.1M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$8.09M |
DVY Hedge Fund Activity: Q2 2019 in Review
900 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2019, worth a combined $7.1B — up 1.6% from $6.98B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new DVY positions and 42 closed out — a net gain of 12 holders — while 314 added to existing stakes and 305 trimmed.
The largest buyer was Cabana LLC, adding an estimated $63.7M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $74.8M.
- 900 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2019, down from 904 in Q1 2019.
- Funds reported $7.1B of iShares Select Dividend ETF stock for Q2 2019, up 1.6% quarter-over-quarter.
- 54 funds opened new iShares Select Dividend ETF positions in Q2 2019 and 42 closed out, a net change of +12 holders.
- The largest iShares Select Dividend ETF buyer in Q2 2019 was Cabana LLC, an estimated $63.7M added.
- The largest iShares Select Dividend ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $74.8M sold.
Based on aggregated 13F filings for Q2 2019.