iShares Select Dividend ETF
589 hedge funds and large institutions have $6.69B invested in iShares Select Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 239 increasing their positions, 153 reducing their positions, and 17 closing their positions.
494% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 17
56% more repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 153
30% more capital invested
Capital invested by funds: $5.14B → $6.69B (+$1.56B)
16% more funds holding in top 10
Funds holding in top 10: 38 → 44 (+6)
14% more funds holding
Funds holding: 515 → 589 (+74)
3.5% more ownership
Funds ownership: 36.19% → 39.69% (+3.5%)
53% less call options, than puts
Call options by funds: $6.07M | Put options by funds: $12.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
ALPS Advisors
Denver,
Colorado
|
+$126M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$74M |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$52M |
| 4 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$46.7M |
| 5 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$40.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$86.9M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$52.9M |
| 3 |
SIC
Starr International Company
Zug,
Switzerland
|
-$10.6M |
| 4 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$5.02M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$4.93M |
DVY Hedge Fund Activity: Q4 2014 in Review
589 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2014, worth a combined $6.69B — up 30% from $5.14B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new DVY positions and 17 closed out — a net gain of 84 holders — while 239 added to existing stakes and 153 trimmed.
The largest buyer was ALPS Advisors, opening a new position worth an estimated $126M. The largest seller was Allstate Corporation, cutting an estimated $86.9M.
- 589 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2014, up from 515 in Q3 2014.
- Funds reported $6.69B of iShares Select Dividend ETF stock for Q4 2014, up 30% quarter-over-quarter.
- 101 funds opened new iShares Select Dividend ETF positions in Q4 2014 and 17 closed out, a net change of +84 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2014 was ALPS Advisors, an estimated $126M added.
- The largest iShares Select Dividend ETF seller in Q4 2014 was Allstate Corporation, an estimated $86.9M sold.
Based on aggregated 13F filings for Q4 2014.