iShares Select Dividend ETF
493 hedge funds and large institutions have $4.83B invested in iShares Select Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 170 increasing their positions, 170 reducing their positions, and 30 closing their positions.
388% more call options, than puts
Call options by funds: $73.3M | Put options by funds: $15M
183% more first-time investments, than exits
New positions opened: 85 | Existing positions closed: 30
11% more funds holding
Funds holding: 444 → 493 (+49)
7% more capital invested
Capital invested by funds: $4.54B → $4.83B (+$295M)
1.47% more ownership
Funds ownership: 36.04% → 37.52% (+1.5%)
0% more repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 170
3% less funds holding in top 10
Funds holding in top 10: 39 → 38 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIC
Starr International Company
Zug,
Switzerland
|
+$12.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$11.1M |
| 3 |
Morgan Stanley
New York
|
+$9.91M |
| 4 |
MCM
Moore Capital Management
New York
|
+$9.26M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$9.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAA
Alpine Associates Advisors
Englewood Cliffs,
New Jersey
|
-$99.8M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$21.4M |
| 3 |
FMLI
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
-$15.3M |
| 4 |
IT
Investors Trust
Dallas,
Texas
|
-$14.6M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$11.8M |
DVY Hedge Fund Activity: Q4 2013 in Review
493 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2013, worth a combined $4.83B — up 6.5% from $4.54B a quarter earlier.
Buyers outnumbered sellers: 85 funds opened new DVY positions and 30 closed out — a net gain of 55 holders — while 170 added to existing stakes and 170 trimmed.
The largest buyer was Starr International Company, opening a new position worth an estimated $12.4M. The largest seller was Alpine Associates Advisors, exiting entirely with an estimated $99.8M sold.
- 493 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2013, up from 444 in Q3 2013.
- Funds reported $4.83B of iShares Select Dividend ETF stock for Q4 2013, up 6.5% quarter-over-quarter.
- 85 funds opened new iShares Select Dividend ETF positions in Q4 2013 and 30 closed out, a net change of +55 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2013 was Starr International Company, an estimated $12.4M added.
- The largest iShares Select Dividend ETF seller in Q4 2013 was Alpine Associates Advisors, an estimated $99.8M sold.
Based on aggregated 13F filings for Q4 2013.