iShares Select Dividend ETF
817 hedge funds and large institutions have $6.43B invested in iShares Select Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 212 increasing their positions, 329 reducing their positions, and 35 closing their positions.
23% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 35
16% more call options, than puts
Call options by funds: $36M | Put options by funds: $31.1M
0% more funds holding
Funds holding: 817 → 817 (0)
0% less capital invested
Capital invested by funds: $6.46B → $6.43B (-$22.3M)
0.36% less ownership
Funds ownership: 38.57% → 38.21% (-0.36%)
15% less funds holding in top 10
Funds holding in top 10: 46 → 39 (-7)
36% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 329
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$29.4M |
| 2 |
MHI
Miller Howard Investments
Kingston,
New York
|
+$18.5M |
| 3 |
BTS
BB&T Securities
Richmond,
Virginia
|
+$14.1M |
| 4 |
BAM
Brave Asset Management
Summit,
New Jersey
|
+$12.5M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$9.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
-$33.1M |
| 2 |
Goldman Sachs
New York
|
-$28.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$25.6M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$23M |
| 5 |
PS
Portfolio Strategies
Monsey,
New York
|
-$15.6M |
DVY Hedge Fund Activity: Q2 2018 in Review
817 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2018, worth a combined $6.43B — down 0.35% from $6.46B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new DVY positions and 35 closed out — a net gain of 8 holders — while 212 added to existing stakes and 329 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $29.4M. The largest seller was Allstate Corporation, exiting entirely with an estimated $33.1M sold.
- 817 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2018, unchanged from Q1 2018.
- Funds reported $6.43B of iShares Select Dividend ETF stock for Q2 2018, down 0.35% quarter-over-quarter.
- 43 funds opened new iShares Select Dividend ETF positions in Q2 2018 and 35 closed out, a net change of +8 holders.
- The largest iShares Select Dividend ETF buyer in Q2 2018 was Envestnet Asset Management, an estimated $29.4M added.
- The largest iShares Select Dividend ETF seller in Q2 2018 was Allstate Corporation, an estimated $33.1M sold.
Based on aggregated 13F filings for Q2 2018.