iShares Select Dividend ETF
965 hedge funds and large institutions have $5.93B invested in iShares Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 245 increasing their positions, 362 reducing their positions, and 42 closing their positions.
293% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 42
279% more call options, than puts
Call options by funds: $163M | Put options by funds: $43.1M
22% more capital invested
Capital invested by funds: $4.86B → $5.93B (+$1.07B)
17% more funds holding in top 10
Funds holding in top 10: 24 → 28 (+4)
12% more funds holding
Funds holding: 858 → 965 (+107)
1.02% more ownership
Funds ownership: 39.36% → 40.38% (+1%)
32% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 362
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Allstate Corporation
Northbrook,
Illinois
|
+$48.1M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$43.5M |
| 3 |
PI
PFS Investments
Duluth,
Georgia
|
+$26M |
| 4 |
VFP
Verus Financial Partners
Richmond,
Virginia
|
+$19.5M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$17.9M |
| 2 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$13.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$10.1M |
| 4 |
HWA
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$8.69M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$7.73M |
DVY Hedge Fund Activity: Q4 2020 in Review
965 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q4 2020, worth a combined $5.93B — up 22% from $4.86B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new DVY positions and 42 closed out — a net gain of 123 holders — while 245 added to existing stakes and 362 trimmed.
The largest buyer was Allstate Corporation, opening a new position worth an estimated $48.1M. The largest seller was Goldman Sachs, cutting an estimated $17.9M.
- 965 institutional investors held iShares Select Dividend ETF (DVY) as of Q4 2020, up from 858 in Q3 2020.
- Funds reported $5.93B of iShares Select Dividend ETF stock for Q4 2020, up 22% quarter-over-quarter.
- 165 funds opened new iShares Select Dividend ETF positions in Q4 2020 and 42 closed out, a net change of +123 holders.
- The largest iShares Select Dividend ETF buyer in Q4 2020 was Allstate Corporation, an estimated $48.1M added.
- The largest iShares Select Dividend ETF seller in Q4 2020 was Goldman Sachs, an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2020.