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iShares Select Dividend ETF

705 hedge funds and large institutions have $6.52B invested in iShares Select Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 216 increasing their positions, 290 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $11.9M

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

0% more capital invested

Capital invested by funds: $6.51B → $6.52B (+$6.65M)

0% more funds holding in top 10

Funds holding in top 10: 4545 (0)

0.03% less ownership

Funds ownership: 38.29%38.27% (-0.03%)

0% less funds holding

Funds holding: 707705 (-2)

26% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 290

Holders
705
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
17.58%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.12%
New
43
Increased
216
Reduced
290
Closed
37
Calls
$36.6M
Puts
$11.9M
Net Calls
+$24.7M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
226
Summit Securities Group
New York
$1.83M +$864K +9,400 +90%
Manulife (Manufacturers Life Insurance)
227
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.81M +$775K +8,432 +75%
KeyBank National Association
228
KeyBank National Association
Ohio
$1.81M +$32.2K +350 +2%
SQA
229
Simon Quick Advisors
New Jersey
$1.79M +$123K +1,339 +7%
GAM
230
Gould Asset Management
California
$1.79M -$10.1K -110 -0.6%
CL
231
CPWM LLC
Washington
$1.77M +$47.7K +519 +3%
SC
232
SouthState Corp
Florida
$1.76M -$36.8K -400 -2%
CFG
233
Citizens Financial Group
Rhode Island
$1.75M -$29.4K -320 -2%
FB
234
Fulton Bank
Pennsylvania
$1.74M +$25.7K +280 +2%
I
235
IberiaBank
Louisiana
$1.74M -$226K -2,461 -12%
KL
236
KWMG LLC
Kansas
$1.73M -$37.2K -404 -2%
MPM
237
Meritage Portfolio Management
Kansas
$1.72M +$50.6K +550 +3%
RFC
238
Regions Financial Corp
Alabama
$1.72M +$204K +2,219 +14%
NCM
239
Narwhal Capital Management
Georgia
$1.72M +$5.79K +63 +0.3%
RIA
240
Regal Investment Advisors
Michigan
$1.7M -$6.34K -69 -0.4%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$1.69M +$147K +1,603 +10%
FWM
242
FFT Wealth Management
Pennsylvania
$1.68M +$50.9K +554 +3%
BJ
243
Brouwer & Janachowski
California
$1.65M -$20K -217 -1%
Cetera Investment Advisers
244
Cetera Investment Advisers
Illinois
$1.65M +$206K +2,242 +14%
ONB
245
Old National Bancorp
Indiana
$1.65M -$1.2K -13 -0.1%
APP
246
Avantax Planning Partners
Iowa
$1.64M -$122K -1,330 -7%
DC
247
Davenport & Co
Virginia
$1.62M +$228K +2,484 +16%
JFGIW
248
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.61M -$14.4K -157 -0.9%
MFW
249
Mosaic Family Wealth
Missouri
$1.59M -$36.8K -400 -2%
MAS
250
Madden Advisory Services
Florida
$1.58M -$21.6K -235 -1%

DVY Hedge Fund Activity: Q2 2017 in Review

705 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2017, worth a combined $6.52B — up 0.1% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DVY positions and 37 closed out — a net gain of 6 holders — while 216 added to existing stakes and 290 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $32.2M.

  • 705 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2017, down from 707 in Q1 2017.
  • Funds reported $6.52B of iShares Select Dividend ETF stock for Q2 2017, up 0.1% quarter-over-quarter.
  • 43 funds opened new iShares Select Dividend ETF positions in Q2 2017 and 37 closed out, a net change of +6 holders.
  • The largest iShares Select Dividend ETF buyer in Q2 2017 was Fifth Third Bancorp, an estimated $12.5M added.
  • The largest iShares Select Dividend ETF seller in Q2 2017 was Bank of America, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2017.