iShares Select Dividend ETF
835 hedge funds and large institutions have $6.79B invested in iShares Select Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 264 increasing their positions, 306 reducing their positions, and 38 closing their positions.
141% more call options, than puts
Call options by funds: $28.4M | Put options by funds: $11.8M
61% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 38
6% more capital invested
Capital invested by funds: $6.43B → $6.79B (+$356M)
2% more funds holding
Funds holding: 818 → 835 (+17)
0.15% more ownership
Funds ownership: 38.29% → 38.44% (+0.15%)
5% less funds holding in top 10
Funds holding in top 10: 40 → 38 (-2)
14% less repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 306
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$43.8M |
| 2 |
Goldman Sachs
New York
|
+$37.4M |
| 3 |
Morgan Stanley
New York
|
+$27.2M |
| 4 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
+$23M |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$13.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$30.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$16M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$15.3M |
| 4 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$12.4M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$12.3M |
DVY Hedge Fund Activity: Q3 2018 in Review
835 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2018, worth a combined $6.79B — up 5.5% from $6.43B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new DVY positions and 38 closed out — a net gain of 23 holders — while 264 added to existing stakes and 306 trimmed.
The largest buyer was PNC Financial Services Group, adding an estimated $43.8M. The largest seller was BlackRock, cutting an estimated $30.7M.
- 835 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2018, up from 818 in Q2 2018.
- Funds reported $6.79B of iShares Select Dividend ETF stock for Q3 2018, up 5.5% quarter-over-quarter.
- 61 funds opened new iShares Select Dividend ETF positions in Q3 2018 and 38 closed out, a net change of +23 holders.
- The largest iShares Select Dividend ETF buyer in Q3 2018 was PNC Financial Services Group, an estimated $43.8M added.
- The largest iShares Select Dividend ETF seller in Q3 2018 was BlackRock, an estimated $30.7M sold.
Based on aggregated 13F filings for Q3 2018.