iShares Select Dividend ETF
702 hedge funds and large institutions have $6.73B invested in iShares Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 234 increasing their positions, 224 reducing their positions, and 41 closing their positions.
171% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 41
9% more capital invested
Capital invested by funds: $6.15B → $6.73B (+$580M)
9% more funds holding
Funds holding: 643 → 702 (+59)
1.84% more ownership
Funds ownership: 37.97% → 39.81% (+1.8%)
4% more repeat investments, than reductions
Existing positions increased: 234 | Existing positions reduced: 224
0% more funds holding in top 10
Funds holding in top 10: 54 → 54 (0)
37% less call options, than puts
Call options by funds: $22.6M | Put options by funds: $36.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$57.5M |
| 2 |
SB
Suntrust Banks
Atlanta,
Georgia
|
+$57.1M |
| 3 |
NLI
Nippon Life Insurance
Tokyo,
Japan
|
+$50.7M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$46M |
| 5 |
Morgan Stanley
New York
|
+$23.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arrow Investment Advisors
Laurel,
Maryland
|
-$22.1M |
| 2 |
SVCP
Silicon Valley Capital Partners
San Jose,
California
|
-$15.5M |
| 3 |
ONB
Old National Bancorp
Evansville,
Indiana
|
-$9.72M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$8.06M |
| 5 |
OIM
Opus Investment Management
Worcester,
Massachusetts
|
-$7.2M |
DVY Hedge Fund Activity: Q4 2016 in Review
702 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2016, worth a combined $6.73B — up 9.4% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new DVY positions and 41 closed out — a net gain of 70 holders — while 234 added to existing stakes and 224 trimmed.
The largest buyer was Wells Fargo, adding an estimated $57.5M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $22.1M sold.
- 702 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2016, up from 643 in Q3 2016.
- Funds reported $6.73B of iShares Select Dividend ETF stock for Q4 2016, up 9.4% quarter-over-quarter.
- 111 funds opened new iShares Select Dividend ETF positions in Q4 2016 and 41 closed out, a net change of +70 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2016 was Wells Fargo, an estimated $57.5M added.
- The largest iShares Select Dividend ETF seller in Q4 2016 was Arrow Investment Advisors, an estimated $22.1M sold.
Based on aggregated 13F filings for Q4 2016.