iShares Select Dividend ETF
606 hedge funds and large institutions have $5.32B invested in iShares Select Dividend ETF in 2015 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 198 increasing their positions, 205 reducing their positions, and 32 closing their positions.
156% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 32
9% more capital invested
Capital invested by funds: $4.87B → $5.32B (+$451M)
8% more funds holding in top 10
Funds holding in top 10: 37 → 40 (+3)
8% more funds holding
Funds holding: 563 → 606 (+43)
2.38% more ownership
Funds ownership: 37.94% → 40.33% (+2.4%)
3% less repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 205
16% less call options, than puts
Call options by funds: $6.43M | Put options by funds: $7.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$62.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$58.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$50M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
+$40.5M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$22.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
-$54.8M |
| 2 |
Goldman Sachs
New York
|
-$13.6M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
-$13.2M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$11.4M |
| 5 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
-$9.16M |
DVY Hedge Fund Activity: Q4 2015 in Review
606 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2015, worth a combined $5.32B — up 9.3% from $4.87B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new DVY positions and 32 closed out — a net gain of 50 holders — while 198 added to existing stakes and 205 trimmed.
The largest buyer was Miller Howard Investments, adding an estimated $62.5M. The largest seller was Gray Financial Group, cutting an estimated $54.8M.
- 606 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2015, up from 563 in Q3 2015.
- Funds reported $5.32B of iShares Select Dividend ETF stock for Q4 2015, up 9.3% quarter-over-quarter.
- 82 funds opened new iShares Select Dividend ETF positions in Q4 2015 and 32 closed out, a net change of +50 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2015 was Miller Howard Investments, an estimated $62.5M added.
- The largest iShares Select Dividend ETF seller in Q4 2015 was Gray Financial Group, an estimated $54.8M sold.
Based on aggregated 13F filings for Q4 2015.