iShares Select Dividend ETF
DVY
1,154 hedge funds and large institutions have $8.32B invested in iShares Select Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 245 increasing their positions, 463 reducing their positions, and 89 closing their positions.
218% more call options, than puts
Call options by funds: $60.4M | Put options by funds: $19M
0.89% less ownership
Funds ownership: 46.89% → 46.01% (-0.89%)
3% less funds holding
Funds holding: 1,184 → 1,154 (-30)
10% less funds holding in top 10
Funds holding in top 10: 41 → 37 (-4)
11% less capital invested
Capital invested by funds: $9.36B → $8.32B (-$1.04B)
16% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 89
47% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 463
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
+$64.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24M |
| 3 |
Two Sigma Investments
New York
|
+$22.1M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$18.5M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cetera Advisors
Denver,
Colorado
|
-$73M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$71.2M |
| 3 |
Bank of New York Mellon
New York
|
-$62.9M |
| 4 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
-$58.1M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$41.9M |
DVY Hedge Fund Activity: Q3 2023 in Review
1,154 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2023, worth a combined $8.32B — down 11% from $9.36B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of DVY and 75 opened new positions — a net loss of 14 holders — while 463 trimmed existing stakes and 245 added.
The largest buyer was Comerica Bank, opening a new position worth an estimated $64.6M. The largest seller was Cetera Advisors, cutting an estimated $73M.
- 1,154 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2023, down from 1,184 in Q2 2023.
- Funds reported $8.32B of iShares Select Dividend ETF stock for Q3 2023, down 11% quarter-over-quarter.
- 75 funds opened new iShares Select Dividend ETF positions in Q3 2023 and 89 closed out, a net change of -14 holders.
- The largest iShares Select Dividend ETF buyer in Q3 2023 was Comerica Bank, an estimated $64.6M added.
- The largest iShares Select Dividend ETF seller in Q3 2023 was Cetera Advisors, an estimated $73M sold.
Based on aggregated 13F filings for Q3 2023.