iShares Select Dividend ETF
1,188 hedge funds and large institutions have $10.3B invested in iShares Select Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 482 increasing their positions, 311 reducing their positions, and 61 closing their positions.
181% more call options, than puts
Call options by funds: $99.2M | Put options by funds: $35.3M
55% more repeat investments, than reductions
Existing positions increased: 482 | Existing positions reduced: 311
51% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 61
23% more funds holding in top 10
Funds holding in top 10: 39 → 48 (+9)
22% more capital invested
Capital invested by funds: $8.46B → $10.3B (+$1.84B)
4.01% more ownership
Funds ownership: 42.5% → 46.51% (+4%)
1% more funds holding
Funds holding: 1,174 → 1,188 (+14)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
+$207M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$184M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$159M |
| 4 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$132M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$94.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Ally Financial
Detroit,
Michigan
|
-$90.8M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$22.1M |
| 3 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$17.6M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$12.4M |
| 5 |
NCM
Northside Capital Management
Hood River,
Oregon
|
-$7.73M |
DVY Hedge Fund Activity: Q1 2022 in Review
1,188 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2022, worth a combined $10.3B — up 22% from $8.46B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new DVY positions and 61 closed out — a net gain of 31 holders — while 482 added to existing stakes and 311 trimmed.
The largest buyer was Journey Strategic Wealth, adding an estimated $207M. The largest seller was Ally Financial, exiting entirely with an estimated $90.8M sold.
- 1,188 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2022, up from 1,174 in Q4 2021.
- Funds reported $10.3B of iShares Select Dividend ETF stock for Q1 2022, up 22% quarter-over-quarter.
- 92 funds opened new iShares Select Dividend ETF positions in Q1 2022 and 61 closed out, a net change of +31 holders.
- The largest iShares Select Dividend ETF buyer in Q1 2022 was Journey Strategic Wealth, an estimated $207M added.
- The largest iShares Select Dividend ETF seller in Q1 2022 was Ally Financial, an estimated $90.8M sold.
Based on aggregated 13F filings for Q1 2022.