We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

517 hedge funds and large institutions have $5.24B invested in iShares Select Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 208 increasing their positions, 167 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $18.6M | Put options by funds: $5.83M

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

25% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 167

7% more capital invested

Capital invested by funds: $4.91B → $5.24B (+$337M)

3% more funds holding

Funds holding: 501517 (+16)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

0.62% less ownership

Funds ownership: 37.01%36.39% (-0.62%)

Holders
517
Holders Change
+16
Holders Change %
+3.19%
% of All Funds
14.86%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.21%
New
37
Increased
208
Reduced
167
Closed
19
Calls
$18.6M
Puts
$5.83M
Net Calls
+$12.7M
Net Calls Change
-$10.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
201
Capstone Asset Management
Texas
$1.61M -$2.62K -35 -0.2%
PGA
202
Portland Global Advisors
Maine
$1.61M -$253K -3,390 -14%
AC
203
Alley Company
Illinois
$1.61M +$5.68K +76 +0.4%
NA
204
Nottingham Advisors
New York
$1.57M +$78.1K +1,045 +5%
FSA
205
Franklin Street Advisors
North Carolina
$1.55M +$344K +4,600 +29%
PNC
206
Park National Corp
Ohio
$1.55M +$145K +1,945 +11%
LPT
207
Legacy Private Trust
Wisconsin
$1.54M +$1.5M +20,025 New
IT
208
Investors Trust
Texas
$1.54M -$86.8K -1,161 -5%
PMG
209
ProVise Management Group
Florida
$1.53M -$7.47K -100 -0.5%
CBN
210
Cadence Bank NA
Texas
$1.51M -$50.8K -680 -3%
JIC
211
Johnson Investment Counsel
Ohio
$1.5M +$43.3K +580 +3%
BSB
212
Bangor Savings Bank
Maine
$1.5M
JA
213
JOYN Advisors
Georgia
$1.46M -$7.4K -99 -0.5%
SNBOSCI
214
Security National Bank of Sioux City Iowa
Iowa
$1.46M
MBT
215
Montecito Bank & Trust
California
$1.45M -$51.8K -693 -4%
NES
216
New England Securities
New York
$1.45M -$200K -2,674 -12%
CWM
217
Concert Wealth Management
California
$1.43M -$225K -3,014 -14%
EP
218
Edgestream Partners
New Jersey
$1.43M +$1.39M +18,535 New
RJT
219
Raymond James Trust
Florida
$1.43M +$99.3K +1,329 +8%
DAS
220
Dynamic Advisor Solutions
Arizona
$1.41M +$363K +4,863 +36%
FA
221
FMA Advisory
Pennsylvania
$1.39M +$20.5K +274 +2%
GCA
222
Greenwood Capital Associates
South Carolina
$1.39M -$1.04M -13,913 -44%
CA
223
CapWealth Advisors
Tennessee
$1.39M +$44.1K +590 +3%
DCM
224
Donaldson Capital Management
Indiana
$1.38M +$84.5K +1,131 +7%
RCAG
225
Rehmann Capital Advisory Group
Michigan
$1.35M +$65.1K +871 +5%

DVY Hedge Fund Activity: Q2 2014 in Review

517 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2014, worth a combined $5.24B — up 6.9% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new DVY positions and 19 closed out — a net gain of 18 holders — while 208 added to existing stakes and 167 trimmed.

The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $150M. The largest seller was Bank of New York Mellon, cutting an estimated $196M.

  • 517 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2014, up from 501 in Q1 2014.
  • Funds reported $5.24B of iShares Select Dividend ETF stock for Q2 2014, up 6.9% quarter-over-quarter.
  • 37 funds opened new iShares Select Dividend ETF positions in Q2 2014 and 19 closed out, a net change of +18 holders.
  • The largest iShares Select Dividend ETF buyer in Q2 2014 was Mirae Asset Global Investments, an estimated $150M added.
  • The largest iShares Select Dividend ETF seller in Q2 2014 was Bank of New York Mellon, an estimated $196M sold.

Based on aggregated 13F filings for Q2 2014.