iShares Select Dividend ETF
518 hedge funds and large institutions have $5.18B invested in iShares Select Dividend ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 209 increasing their positions, 167 reducing their positions, and 19 closing their positions.
214% more call options, than puts
Call options by funds: $18.6M | Put options by funds: $5.91M
95% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 19
25% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 167
7% more capital invested
Capital invested by funds: $4.85B → $5.18B (+$332M)
3% more funds holding
Funds holding: 502 → 518 (+16)
0% more funds holding in top 10
Funds holding in top 10: 42 → 42 (0)
0.62% less ownership
Funds ownership: 37.01% → 36.39% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$150M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$56.2M |
| 3 |
CC
Curian Capital
Denver,
Colorado
|
+$23.5M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$16.6M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$13.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$196M |
| 2 |
WJA
Williams Jones & Associates
New York
|
-$13.8M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$11.5M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$10.8M |
| 5 |
SG Americas Securities
New York
|
-$9.71M |
DVY Hedge Fund Activity: Q2 2014 in Review
518 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2014, worth a combined $5.18B — up 6.8% from $4.85B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new DVY positions and 19 closed out — a net gain of 18 holders — while 209 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.
- 518 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2014, up from 502 in Q1 2014.
- Funds reported $5.18B of iShares Select Dividend ETF stock for Q2 2014, up 6.8% 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.