iShares Select Dividend ETF
879 hedge funds and large institutions have $7.25B invested in iShares Select Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 302 increasing their positions, 260 reducing their positions, and 75 closing their positions.
101% more call options, than puts
Call options by funds: $15M | Put options by funds: $7.47M
68% more first-time investments, than exits
New positions opened: 126 | Existing positions closed: 75
18% more funds holding in top 10
Funds holding in top 10: 38 → 45 (+7)
16% more repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 260
7% more capital invested
Capital invested by funds: $6.79B → $7.25B (+$466M)
5.34% more ownership
Funds ownership: 38.44% → 43.77% (+5.3%)
5% more funds holding
Funds holding: 835 → 879 (+44)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$375M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$159M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$123M |
| 4 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$118M |
| 5 |
Morgan Stanley
New York
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Brave Asset Management
Summit,
New Jersey
|
-$16.4M |
| 2 |
Goldman Sachs
New York
|
-$14.3M |
| 3 |
SAS
Stelac Advisory Services
New York
|
-$6.99M |
| 4 |
Two Sigma Advisers
New York
|
-$5.66M |
| 5 |
BlackRock
New York
|
-$5.36M |
DVY Hedge Fund Activity: Q4 2018 in Review
879 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2018, worth a combined $7.25B — up 6.9% from $6.79B a quarter earlier.
Buyers outnumbered sellers: 126 funds opened new DVY positions and 75 closed out — a net gain of 51 holders — while 302 added to existing stakes and 260 trimmed.
The largest buyer was Bank of America, adding an estimated $375M. The largest seller was Brave Asset Management, cutting an estimated $16.4M.
- 879 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2018, up from 835 in Q3 2018.
- Funds reported $7.25B of iShares Select Dividend ETF stock for Q4 2018, up 6.9% quarter-over-quarter.
- 126 funds opened new iShares Select Dividend ETF positions in Q4 2018 and 75 closed out, a net change of +51 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2018 was Bank of America, an estimated $375M added.
- The largest iShares Select Dividend ETF seller in Q4 2018 was Brave Asset Management, an estimated $16.4M sold.
Based on aggregated 13F filings for Q4 2018.