iShares Select Dividend ETF
1,139 hedge funds and large institutions have $9B invested in iShares Select Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 417 increasing their positions, 318 reducing their positions, and 75 closing their positions.
145% more call options, than puts
Call options by funds: $63.8M | Put options by funds: $26M
31% more repeat investments, than reductions
Existing positions increased: 417 | Existing positions reduced: 318
9% more funds holding in top 10
Funds holding in top 10: 58 → 63 (+5)
0.86% more ownership
Funds ownership: 45.74% → 46.6% (+0.86%)
3% less funds holding
Funds holding: 1,174 → 1,139 (-35)
7% less capital invested
Capital invested by funds: $9.66B → $9B (-$659M)
19% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 75
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$47.1M |
| 2 |
Bank of New York Mellon
New York
|
+$42.5M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$38.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$30.2M |
| 5 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$108M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$40.2M |
| 3 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$23.1M |
| 4 |
BlackRock
New York
|
-$15.2M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$14M |
DVY Hedge Fund Activity: Q3 2022 in Review
1,139 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2022, worth a combined $9B — down 6.8% from $9.66B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of DVY and 61 opened new positions — a net loss of 14 holders — while 318 trimmed existing stakes and 417 added.
The largest buyer was Osaic Holdings, adding an estimated $47.1M. The largest seller was Wells Fargo, cutting an estimated $108M.
- 1,139 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2022, down from 1,174 in Q2 2022.
- Funds reported $9B of iShares Select Dividend ETF stock for Q3 2022, down 6.8% quarter-over-quarter.
- 61 funds opened new iShares Select Dividend ETF positions in Q3 2022 and 75 closed out, a net change of -14 holders.
- The largest iShares Select Dividend ETF buyer in Q3 2022 was Osaic Holdings, an estimated $47.1M added.
- The largest iShares Select Dividend ETF seller in Q3 2022 was Wells Fargo, an estimated $108M sold.
Based on aggregated 13F filings for Q3 2022.