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iShares Select Dividend ETF
DVY

432 hedge funds and large institutions have $5.6B invested in iShares Select Dividend ETF in 2013 Q2 according to their latest regulatory filings, with 432 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $66.5M | Put options by funds: $12M

35.54% more ownership

Funds ownership: 0% → 35.54% (+36%)

Holders
432
Holders Change
+432
Holders Change %
–
% of All Funds
14.1%
Holding in Top 10
38
Holding in Top 10 Change
+38
Holding in Top 10 Change %
% of All Funds
1.24%
New
432
Increased
–
Reduced
–
Closed
–
Calls
$66.5M
Puts
$12M
Net Calls
+$54.6M
Net Calls Change
+$54.6M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
101
Marquette Asset Management
Minnesota
$4.34M +$4.38M +67,733 New
OC
102
Oppenheimer & Co
New York
$4.26M +$4.31M +66,559 New
AR
103
Advisory Research
Illinois
$4.13M +$4.18M +64,600 New
LNB
104
Ledyard National Bank
$4.08M +$4.12M +63,671 New
SCM
105
Steward Capital Management
Michigan
$3.92M +$3.97M +61,290 New
BRWA
106
B. Riley Wealth Advisors
Florida
$3.91M +$3.96M +61,138 New
SG Americas Securities
107
SG Americas Securities
New York
$3.91M +$3.95M +61,044 New
KeyBank National Association
108
KeyBank National Association
Ohio
$3.89M +$3.93M +60,703 New
HCM
109
Howland Capital Management
Massachusetts
$3.86M +$3.9M +60,252 New
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$3.82M +$3.86M +59,640 New
RTS
111
Round Table Services
New Jersey
$3.76M +$3.8M +58,758 New
PA
112
Pinnacle Associates
New York
$3.65M +$3.69M +57,011 New
SI
113
Stephens Inc
Arkansas
$3.48M +$3.52M +54,361 New
VFAM
114
Valley Forge Asset Management
Pennsylvania
$3.45M +$3.49M +53,900 New
Mariner
115
Mariner
Kansas
$3.41M +$3.45M +53,251 New
BAM
116
Berkshire Asset Management
Pennsylvania
$3.37M +$3.4M +52,574 New
CCG
117
Cypress Capital Group
Florida
$3.36M +$3.4M +52,462 New
Creative Planning
118
Creative Planning
Kansas
$3.31M +$3.34M +51,664 New
ICOA
119
Investment Centers of America
North Dakota
$3.3M +$3.34M +51,571 New
WF
120
Welch & Forbes
Massachusetts
$3.3M +$3.34M +51,530 New
SAG
121
Sterne Agee Group
Alabama
$3.29M +$3.32M +51,372 New
RG
122
Rathbones Group
United Kingdom
$3.21M +$3.24M +50,067 New
DS
123
DRW Securities
Illinois
$3.2M +$3.24M +50,050 New
FC
124
FCA Corp
Texas
$3.15M +$3.19M +49,215 New
HighTower Advisors
125
HighTower Advisors
Illinois
$3.13M +$3.16M +48,820 New
3 4
5
6 7

DVY Hedge Fund Activity: Q2 2013 in Review

432 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2013, worth a combined $5.6B.

Buyers outnumbered sellers: 432 funds opened new DVY positions and 0 closed out — a net gain of 432 holders — while 0 added to existing stakes and 0 trimmed.

  • 432 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $5.6B of iShares Select Dividend ETF stock for Q2 2013.
  • 432 funds opened new iShares Select Dividend ETF positions in Q2 2013 and 0 closed out, a net change of +432 holders.

Based on aggregated 13F filings for Q2 2013.