We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

721 hedge funds and large institutions have $6.52B invested in iShares Select Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 216 increasing their positions, 284 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $13.3M

67% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 36

2% more funds holding

Funds holding: 705721 (+16)

0% less capital invested

Capital invested by funds: $6.52B → $6.52B (-$132K)

0.07% less ownership

Funds ownership: 38.27%38.2% (-0.07%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

24% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 284

Holders
721
Holders Change
+16
Holders Change %
+2.27%
% of All Funds
17.98%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
60
Increased
216
Reduced
284
Closed
36
Calls
$38.9M
Puts
$13.3M
Net Calls
+$25.6M
Net Calls Change
+$895K
Name Holding Trade Value Shares
Change
Change in
Stake
I
226
IberiaBank
Louisiana
$1.89M +$118K +1,279 +7%
Manulife (Manufacturers Life Insurance)
227
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.88M +$39K +422 +2%
HCM
228
Hollencrest Capital Management
California
$1.88M -$23.9K -258 -1%
BC
229
Brinker Capital
Pennsylvania
$1.86M -$172K -1,864 -9%
KeyBank National Association
230
KeyBank National Association
Ohio
$1.85M +$14.8K +160 +0.8%
TNB
231
Thomasville National Bank
Georgia
$1.81M -$169K -1,824 -9%
SQA
232
Simon Quick Advisors
New Jersey
$1.78M -$38.8K -419 -2%
FSA
233
Franklin Street Advisors
North Carolina
$1.78M -$77.2K -835 -4%
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$1.76M +$80.5K +870 +5%
SBSB
235
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.75M +$180K +1,942 +12%
NCM
236
Narwhal Capital Management
Georgia
$1.74M
DC
237
Davenport & Co
Virginia
$1.73M +$81K +876 +5%
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
$1.72M -$4.44K -48 -0.3%
Citadel Advisors
239
Citadel Advisors
Florida
$1.71M -$2.51M -27,138 -60%
RFC
240
Regions Financial Corp
Alabama
$1.7M -$46.6K -504 -3%
CL
241
CPWM LLC
Washington
$1.67M -$122K -1,321 -7%
CFG
242
Citizens Financial Group
Rhode Island
$1.65M -$117K -1,269 -7%
MFW
243
Mosaic Family Wealth
Missouri
$1.64M +$25K +270 +2%
FWM
244
FFT Wealth Management
Pennsylvania
$1.64M -$69K -746 -4%
JFGIW
245
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.63M -$1.85K -20 -0.1%
MAS
246
Madden Advisory Services
Florida
$1.62M +$10.7K +116 +0.7%
GAM
247
Gould Asset Management
California
$1.58M -$235K -2,545 -13%
BJ
248
Brouwer & Janachowski
California
$1.56M -$116K -1,255 -7%
SSWM
249
Sheets Smith Wealth Management
North Carolina
$1.56M -$2.04K -22 -0.1%
LIA
250
LS Investment Advisors
Michigan
$1.56M -$33.3K -360 -2%

DVY Hedge Fund Activity: Q3 2017 in Review

721 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2017, worth a combined $6.52B — down 0% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DVY positions and 36 closed out — a net gain of 24 holders — while 216 added to existing stakes and 284 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $12.7M. The largest seller was Credit Suisse, cutting an estimated $35.2M.

  • 721 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2017, up from 705 in Q2 2017.
  • Funds reported $6.52B of iShares Select Dividend ETF stock for Q3 2017, down 0% quarter-over-quarter.
  • 60 funds opened new iShares Select Dividend ETF positions in Q3 2017 and 36 closed out, a net change of +24 holders.
  • The largest iShares Select Dividend ETF buyer in Q3 2017 was Two Sigma Investments, an estimated $12.7M added.
  • The largest iShares Select Dividend ETF seller in Q3 2017 was Credit Suisse, an estimated $35.2M sold.

Based on aggregated 13F filings for Q3 2017.