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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
NWP
251
Northstar Wealth Partners
Connecticut
$1.57M +$33.4K +363 +2%
LIA
252
LS Investment Advisors
Michigan
$1.57M
WA
253
WFG Advisors
Texas
$1.55M +$277K +3,014 +22%
WT
254
Whittier Trust
California
$1.55M
HCIA
255
Hochman Cole Investment Advisors
Illinois
$1.55M -$107K -1,161 -6%
SBSB
256
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.54M -$31.4K -341 -2%
SSWM
257
Sheets Smith Wealth Management
North Carolina
$1.54M -$5.88K -64 -0.4%
ATC
258
Argent Trust Co
Tennessee
$1.54M +$644 +7 +0%
PFT
259
Providence First Trust
Arizona
$1.54M +$1.53M +16,686 New
BAM
260
Baring Asset Management
United Kingdom
$1.54M -$303K -3,300 -16%
OAM
261
Occidental Asset Management
California
$1.53M +$28.2K +307 +2%
TSS
262
Two Sigma Securities
New York
$1.53M +$1.29M +14,036 +552%
HB
263
Homrich & Berg
Georgia
$1.51M -$35.9K -390 -2%
OC
264
Oppenheimer & Co
New York
$1.51M +$23.8K +259 +2%
IH
265
IFC Holdings
Florida
$1.49M +$281K +3,060 +23%
PGA
266
Portland Global Advisors
Maine
$1.45M -$39.1K -425 -3%
CAL
267
Capital Advisors Ltd
Ohio
$1.45M -$17.8K -194 -1%
CL
268
Choreo LLC
Illinois
$1.44M -$128K -1,393 -8%
SNBOSCI
269
Security National Bank of Sioux City Iowa
Iowa
$1.44M
KM
270
Kalos Management
Georgia
$1.43M -$173K -1,883 -11%
HPC
271
HM Payson & Co
Maine
$1.42M -$59.4K -646 -4%
VFA
272
Voya Financial Advisors
Connecticut
$1.41M +$32.8K +357 +2%
PWAP
273
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.4M +$99.1K +1,078 +8%
FHA
274
Flagship Harbor Advisors
Massachusetts
$1.4M +$132K +1,439 +10%
SCG
275
Sonata Capital Group
Washington
$1.39M +$62.1K +675 +5%

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.