iShares Select Dividend ETF
DVY
903 hedge funds and large institutions have $6.98B invested in iShares Select Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 291 increasing their positions, 320 reducing their positions, and 53 closing their positions.
64% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 53
31% more call options, than puts
Call options by funds: $13.7M | Put options by funds: $10.5M
3% more funds holding
Funds holding: 879 → 903 (+24)
2% more funds holding in top 10
Funds holding in top 10: 45 → 46 (+1)
4% less capital invested
Capital invested by funds: $7.25B → $6.98B (-$274M)
9% less repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 320
2.42% less ownership
Funds ownership: 43.77% → 41.35% (-2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$15.7M |
| 2 |
BlackRock
New York
|
+$13.4M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$10.9M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$8.22M |
| 5 |
Mariner
Overland Park,
Kansas
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$346M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$142M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$139M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$83.7M |
| 5 |
Morgan Stanley
New York
|
-$59M |
DVY Hedge Fund Activity: Q1 2019 in Review
903 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2019, worth a combined $6.98B — down 3.8% from $7.25B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new DVY positions and 53 closed out — a net gain of 34 holders — while 291 added to existing stakes and 320 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $15.7M. The largest seller was Bank of America, cutting an estimated $346M.
- 903 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2019, up from 879 in Q4 2018.
- Funds reported $6.98B of iShares Select Dividend ETF stock for Q1 2019, down 3.8% quarter-over-quarter.
- 87 funds opened new iShares Select Dividend ETF positions in Q1 2019 and 53 closed out, a net change of +34 holders.
- The largest iShares Select Dividend ETF buyer in Q1 2019 was Goldman Sachs, an estimated $15.7M added.
- The largest iShares Select Dividend ETF seller in Q1 2019 was Bank of America, an estimated $346M sold.
Based on aggregated 13F filings for Q1 2019.