iShares Select Dividend ETF
643 hedge funds and large institutions have $6.15B invested in iShares Select Dividend ETF in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 220 increasing their positions, 228 reducing their positions, and 28 closing their positions.
54% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 28
1% more capital invested
Capital invested by funds: $6.09B → $6.15B (+$59.4M)
1% more funds holding
Funds holding: 637 → 643 (+6)
0% more funds holding in top 10
Funds holding in top 10: 54 → 54 (0)
4% less repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 228
1.58% less ownership
Funds ownership: 39.55% → 37.97% (-1.6%)
62% less call options, than puts
Call options by funds: $43.6M | Put options by funds: $116M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
+$34.5M |
| 2 |
CFS
Commonwealth Financial Services
Vienna,
West Virginia
|
+$11.8M |
| 3 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$11.1M |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$9.01M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$29.9M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$29.7M |
| 3 |
SF
Synovus Financial
Columbus,
Georgia
|
-$21.1M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
-$18.7M |
| 5 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$17.5M |
DVY Hedge Fund Activity: Q3 2016 in Review
643 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2016, worth a combined $6.15B — up 0.98% from $6.09B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DVY positions and 28 closed out — a net gain of 15 holders — while 220 added to existing stakes and 228 trimmed.
The largest buyer was Nippon Life Insurance, adding an estimated $34.5M. The largest seller was Bank of America, cutting an estimated $29.9M.
- 643 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2016, up from 637 in Q2 2016.
- Funds reported $6.15B of iShares Select Dividend ETF stock for Q3 2016, up 0.98% quarter-over-quarter.
- 43 funds opened new iShares Select Dividend ETF positions in Q3 2016 and 28 closed out, a net change of +15 holders.
- The largest iShares Select Dividend ETF buyer in Q3 2016 was Nippon Life Insurance, an estimated $34.5M added.
- The largest iShares Select Dividend ETF seller in Q3 2016 was Bank of America, an estimated $29.9M sold.
Based on aggregated 13F filings for Q3 2016.