iShares Select Dividend ETF
1,186 hedge funds and large institutions have $9.36B invested in iShares Select Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 303 increasing their positions, 519 reducing their positions, and 79 closing their positions.
6% less call options, than puts
Call options by funds: $35.2M | Put options by funds: $37.5M
9% less first-time investments, than exits
New positions opened: 72 | Existing positions closed: 79
1.2% less ownership
Funds ownership: 48.09% → 46.89% (-1.2%)
1% less funds holding
Funds holding: 1,203 → 1,186 (-17)
25% less funds holding in top 10
Funds holding in top 10: 55 → 41 (-14)
42% less repeat investments, than reductions
Existing positions increased: 303 | Existing positions reduced: 519
75% less capital inflows, than outflows
Capital inflows: $256M | Capital outflows: $1.02B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Horizon Investments
Charlotte,
North Carolina
|
+$28.7M |
| 2 |
Rockefeller Capital Management
New York
|
+$21.7M |
| 3 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$18.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$12.1M |
| 5 |
Jane Street
New York
|
+$11.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$85.9M |
| 2 |
Nissay Asset Management
Tokyo,
Japan
|
-$71.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$67.7M |
| 4 |
Bank of New York Mellon
New York
|
-$63.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$40.3M |
DVY Hedge Fund Activity: Q2 2023 in Review
1,186 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2023, worth a combined $9.36B — down 11% from $10.5B a quarter earlier.
Sellers outnumbered buyers: 79 funds closed out of DVY and 72 opened new positions — a net loss of 7 holders — while 519 trimmed existing stakes and 303 added.
The largest buyer was Horizon Investments, adding an estimated $28.7M. The largest seller was Truist Financial, cutting an estimated $85.9M.
- 1,186 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2023, down from 1,203 in Q1 2023.
- Funds reported $9.36B of iShares Select Dividend ETF stock for Q2 2023, down 11% quarter-over-quarter.
- 72 funds opened new iShares Select Dividend ETF positions in Q2 2023 and 79 closed out, a net change of -7 holders.
- The largest iShares Select Dividend ETF buyer in Q2 2023 was Horizon Investments, an estimated $28.7M added.
- The largest iShares Select Dividend ETF seller in Q2 2023 was Truist Financial, an estimated $85.9M sold.
Based on aggregated 13F filings for Q2 2023.