iShares Select Dividend ETF
1,174 hedge funds and large institutions have $9.8B invested in iShares Select Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 453 increasing their positions, 318 reducing their positions, and 78 closing their positions.
116% more call options, than puts
Call options by funds: $53.7M | Put options by funds: $24.8M
42% more repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 318
21% more funds holding in top 10
Funds holding in top 10: 48 → 58 (+10)
5% more first-time investments, than exits
New positions opened: 82 | Existing positions closed: 78
0.77% less ownership
Funds ownership: 46.51% → 45.74% (-0.77%)
5% less capital invested
Capital invested by funds: $10.3B → $9.8B (-$497M)
1% less funds holding
Funds holding: 1,187 → 1,174 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCIA
Prime Capital Investment Advisors
Overland Park,
Kansas
|
+$106M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$103M |
| 3 |
Morgan Stanley
New York
|
+$75M |
| 4 |
Bank of New York Mellon
New York
|
+$70.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$60.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JSW
Journey Strategic Wealth
Summit,
New Jersey
|
-$207M |
| 2 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
-$116M |
| 3 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$113M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$53M |
| 5 |
PI
PFS Investments
Duluth,
Georgia
|
-$39.4M |
DVY Hedge Fund Activity: Q2 2022 in Review
1,174 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2022, worth a combined $9.8B — down 4.8% from $10.3B a quarter earlier.
Buyers outnumbered sellers: 82 funds opened new DVY positions and 78 closed out — a net gain of 4 holders — while 453 added to existing stakes and 318 trimmed.
The largest buyer was Prime Capital Investment Advisors, adding an estimated $106M. The largest seller was Journey Strategic Wealth, cutting an estimated $207M.
- 1,174 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2022, down from 1,187 in Q1 2022.
- Funds reported $9.8B of iShares Select Dividend ETF stock for Q2 2022, down 4.8% quarter-over-quarter.
- 82 funds opened new iShares Select Dividend ETF positions in Q2 2022 and 78 closed out, a net change of +4 holders.
- The largest iShares Select Dividend ETF buyer in Q2 2022 was Prime Capital Investment Advisors, an estimated $106M added.
- The largest iShares Select Dividend ETF seller in Q2 2022 was Journey Strategic Wealth, an estimated $207M sold.
Based on aggregated 13F filings for Q2 2022.