iShares Select Dividend ETF
1,201 hedge funds and large institutions have $10.5B invested in iShares Select Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 402 increasing their positions, 418 reducing their positions, and 89 closing their positions.
0.71% less ownership
Funds ownership: 48.8% → 48.09% (-0.71%)
4% less repeat investments, than reductions
Existing positions increased: 402 | Existing positions reduced: 418
8% less first-time investments, than exits
New positions opened: 82 | Existing positions closed: 89
3% less funds holding
Funds holding: 1,242 → 1,201 (-41)
6% less capital invested
Capital invested by funds: $11.2B → $10.5B (-$711M)
19% less funds holding in top 10
Funds holding in top 10: 68 → 55 (-13)
24% less call options, than puts
Call options by funds: $874M | Put options by funds: $1.14B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NAM
Nissay Asset Management
Tokyo,
Japan
|
+$217M |
| 2 |
Bank of New York Mellon
New York
|
+$29.5M |
| 3 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
+$18.3M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$13.4M |
| 5 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
+$11.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mariner
Overland Park,
Kansas
|
-$104M |
| 2 |
Morgan Stanley
New York
|
-$59.6M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$41.7M |
| 4 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
-$41.7M |
| 5 |
JP Morgan Chase
New York
|
-$39.6M |
DVY Hedge Fund Activity: Q1 2023 in Review
1,201 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2023, worth a combined $10.5B — down 6.4% from $11.2B a quarter earlier.
Sellers outnumbered buyers: 89 funds closed out of DVY and 82 opened new positions — a net loss of 7 holders — while 418 trimmed existing stakes and 402 added.
The largest buyer was Nissay Asset Management, opening a new position worth an estimated $217M. The largest seller was Mariner, cutting an estimated $104M.
- 1,201 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2023, down from 1,242 in Q4 2022.
- Funds reported $10.5B of iShares Select Dividend ETF stock for Q1 2023, down 6.4% quarter-over-quarter.
- 82 funds opened new iShares Select Dividend ETF positions in Q1 2023 and 89 closed out, a net change of -7 holders.
- The largest iShares Select Dividend ETF buyer in Q1 2023 was Nissay Asset Management, an estimated $217M added.
- The largest iShares Select Dividend ETF seller in Q1 2023 was Mariner, an estimated $104M sold.
Based on aggregated 13F filings for Q1 2023.