iShares Select Dividend ETF
444 hedge funds and large institutions have $4.67B invested in iShares Select Dividend ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 165 increasing their positions, 163 reducing their positions, and 26 closing their positions.
367% more call options, than puts
Call options by funds: $58.9M | Put options by funds: $12.6M
69% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 26
3% more funds holding
Funds holding: 432 → 444 (+12)
3% more funds holding in top 10
Funds holding in top 10: 38 → 39 (+1)
1% more repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 163
0.5% more ownership
Funds ownership: 35.54% → 36.04% (+0.5%)
17% less capital invested
Capital invested by funds: $5.6B → $4.67B (-$934M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAA
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
|
+$100M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$23.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$8.87M |
| 4 |
DBIA
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
+$7.22M |
| 5 |
Goldman Sachs
New York
|
+$5.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$19M |
| 2 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$15.3M |
| 3 |
Morgan Stanley
New York
|
-$13.2M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$11.4M |
| 5 |
AIA
Alerus Investment Advisors
Wayzata,
Minnesota
|
-$11.2M |
DVY Hedge Fund Activity: Q3 2013 in Review
444 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2013, worth a combined $4.67B — down 17% from $5.6B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new DVY positions and 26 closed out — a net gain of 18 holders — while 165 added to existing stakes and 163 trimmed.
The largest buyer was Alpine Associates Advisors, opening a new position worth an estimated $100M. The largest seller was PNC Financial Services Group, cutting an estimated $19M.
- 444 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2013, up from 432 in Q2 2013.
- Funds reported $4.67B of iShares Select Dividend ETF stock for Q3 2013, down 17% quarter-over-quarter.
- 44 funds opened new iShares Select Dividend ETF positions in Q3 2013 and 26 closed out, a net change of +18 holders.
- The largest iShares Select Dividend ETF buyer in Q3 2013 was Alpine Associates Advisors, an estimated $100M added.
- The largest iShares Select Dividend ETF seller in Q3 2013 was PNC Financial Services Group, an estimated $19M sold.
Based on aggregated 13F filings for Q3 2013.