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iShares Select Dividend ETF
DVY

432 hedge funds and large institutions have $5.6B invested in iShares Select Dividend ETF in 2013 Q2 according to their latest regulatory filings, with 432 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

457% more call options, than puts

Call options by funds: $66.5M | Put options by funds: $12M

35.54% more ownership

Funds ownership: 0% → 35.54% (+36%)

Holders
432
Holders Change
+432
Holders Change %
–
% of All Funds
14.1%
Holding in Top 10
38
Holding in Top 10 Change
+38
Holding in Top 10 Change %
% of All Funds
1.24%
New
432
Increased
–
Reduced
–
Closed
–
Calls
$66.5M
Puts
$12M
Net Calls
+$54.6M
Net Calls Change
+$54.6M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1
JOYN Advisors
Georgia
$1.26B – – –
Bank of America
2
Bank of America
North Carolina
$580M +$587M +9,067,864 New
Wells Fargo
3
Wells Fargo
California
$311M +$314M +4,851,060 New
Morgan Stanley
4
Morgan Stanley
New York
$281M +$284M +4,391,114 New
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$251M +$254M +3,921,599 New
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$228M +$230M +3,558,597 New
Northern Trust
7
Northern Trust
Illinois
$201M +$203M +3,140,921 New
Bank of New York Mellon
8
Bank of New York Mellon
New York
$200M +$202M +3,126,465 New
NLI
9
Nippon Life Insurance
Japan
$170M +$172M +2,653,500 New
US Bancorp
10
US Bancorp
Minnesota
$130M +$131M +2,029,728 New
U
11
UBS
Switzerland
$121M +$123M +1,895,226 New
AC
12
Allstate Corporation
Illinois
$88.5M +$89.5M +1,382,770 New
LPL Financial
13
LPL Financial
California
$83.1M +$84.1M +1,298,888 New
JP Morgan Chase
14
JP Morgan Chase
New York
$80.8M +$81.7M +1,262,139 New
SB
15
Suntrust Banks
Georgia
$74.4M +$75.2M +1,162,079 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$53.2M +$53.8M +831,552 New
BIT
17
BlackRock Institutional Trust
California
$45M +$45.5M +702,998 New
WTNA
18
Wilmington Trust National Association
Delaware
$39.1M +$39.6M +611,484 New
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$37.5M +$37.9M +586,143 New
CB
20
Commerce Bank
Missouri
$32.9M +$33.3M +513,955 New
LW
21
Linscomb Wealth
Texas
$31.1M +$31.4M +485,901 New
Goldman Sachs
22
Goldman Sachs
New York
$28M +$28.3M +437,769 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$25.4M +$25.7M +396,488 New
TNBTD
24
Trustmark National Bank Trust Department
Mississippi
$24.9M +$25.2M +388,623 New
FTI
25
Fiduciary Trust International
Massachusetts
$24.6M +$24.8M +383,896 New
1
2 3 4 5

DVY Hedge Fund Activity: Q2 2013 in Review

432 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2013, worth a combined $5.6B.

Buyers outnumbered sellers: 432 funds opened new DVY positions and 0 closed out — a net gain of 432 holders — while 0 added to existing stakes and 0 trimmed.

  • 432 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $5.6B of iShares Select Dividend ETF stock for Q2 2013.
  • 432 funds opened new iShares Select Dividend ETF positions in Q2 2013 and 0 closed out, a net change of +432 holders.

Based on aggregated 13F filings for Q2 2013.