iShares Select Dividend ETF
DVY
884 hedge funds and large institutions have $5.07B invested in iShares Select Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 206 increasing their positions, 425 reducing their positions, and 89 closing their positions.
91% more call options, than puts
Call options by funds: $102M | Put options by funds: $53.2M
1% less capital invested
Capital invested by funds: $5.12B → $5.07B (-$54.8M)
1.41% less ownership
Funds ownership: 40.82% → 39.42% (-1.4%)
3% less funds holding
Funds holding: 912 → 884 (-28)
17% less funds holding in top 10
Funds holding in top 10: 35 → 29 (-6)
24% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 89
52% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 425
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$26.2M |
| 2 |
AF
Ally Financial
Detroit,
Michigan
|
+$26M |
| 3 |
Bank of New York Mellon
New York
|
+$12.6M |
| 4 |
BlackRock
New York
|
+$9.62M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$113M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$65.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$58.3M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$34M |
| 5 |
MHI
Miller Howard Investments
Kingston,
New York
|
-$29.7M |
DVY Hedge Fund Activity: Q2 2020 in Review
884 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2020, worth a combined $5.07B — down 1.1% from $5.12B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of DVY and 68 opened new positions — a net loss of 21 holders — while 425 trimmed existing stakes and 206 added.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $26.2M. The largest seller was Morgan Stanley, cutting an estimated $113M.
- 884 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2020, down from 912 in Q1 2020.
- Funds reported $5.07B of iShares Select Dividend ETF stock for Q2 2020, down 1.1% quarter-over-quarter.
- 68 funds opened new iShares Select Dividend ETF positions in Q2 2020 and 89 closed out, a net change of -21 holders.
- The largest iShares Select Dividend ETF buyer in Q2 2020 was Raymond James Financial Services Advisors, an estimated $26.2M added.
- The largest iShares Select Dividend ETF seller in Q2 2020 was Morgan Stanley, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2020.