iShares Select Dividend ETF
DVY
515 hedge funds and large institutions have $5.14B invested in iShares Select Dividend ETF in 2014 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 200 increasing their positions, 180 reducing their positions, and 26 closing their positions.
266% more call options, than puts
Call options by funds: $13.4M | Put options by funds: $3.66M
19% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 26
11% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 180
0.2% less ownership
Funds ownership: 36.39% → 36.19% (-0.2%)
0% less funds holding
Funds holding: 517 → 515 (-2)
2% less capital invested
Capital invested by funds: $5.24B → $5.14B (-$105M)
10% less funds holding in top 10
Funds holding in top 10: 42 → 38 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
+$71.5M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$43.2M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$39.6M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$28.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$21.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$76.4M |
| 2 |
B
Baird
Milwaukee,
Wisconsin
|
-$14.4M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$14.1M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$10.4M |
| 5 |
CC
Curian Capital
Denver,
Colorado
|
-$7.92M |
DVY Hedge Fund Activity: Q3 2014 in Review
515 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2014, worth a combined $5.14B — down 2% from $5.24B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new DVY positions and 26 closed out — a net gain of 5 holders — while 200 added to existing stakes and 180 trimmed.
The largest buyer was M&T Bank, adding an estimated $71.5M. The largest seller was Mirae Asset Global Investments, cutting an estimated $76.4M.
- 515 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2014, down from 517 in Q2 2014.
- Funds reported $5.14B of iShares Select Dividend ETF stock for Q3 2014, down 2% quarter-over-quarter.
- 31 funds opened new iShares Select Dividend ETF positions in Q3 2014 and 26 closed out, a net change of +5 holders.
- The largest iShares Select Dividend ETF buyer in Q3 2014 was M&T Bank, an estimated $71.5M added.
- The largest iShares Select Dividend ETF seller in Q3 2014 was Mirae Asset Global Investments, an estimated $76.4M sold.
Based on aggregated 13F filings for Q3 2014.