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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
NWP
251
Northstar Wealth Partners
Connecticut
$1.56M -$63.7K -689 -4%
ATC
252
Argent Trust Co
Tennessee
$1.55M -$10.7K -116 -0.7%
RIA
253
Regal Investment Advisors
Michigan
$1.55M -$175K -1,893 -10%
PFT
254
Providence First Trust
Arizona
$1.54M -$18.5K -200 -1%
HCIA
255
Hochman Cole Investment Advisors
Illinois
$1.54M -$34.6K -374 -2%
APP
256
Avantax Planning Partners
Iowa
$1.54M -$124K -1,336 -8%
TF
257
TIAA FSB
Florida
$1.53M +$121K +1,303 +9%
OAM
258
Occidental Asset Management
California
$1.53M -$28.4K -307 -2%
IH
259
IFC Holdings
Florida
$1.52M +$7.95K +86 +0.5%
PWAP
260
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.52M +$96.8K +1,047 +7%
CBN
261
Cadence Bank NA
Texas
$1.51M +$1.49M +16,156 New
ONB
262
Old National Bancorp
Indiana
$1.5M -$165K -1,788 -10%
OC
263
Oppenheimer & Co
New York
$1.49M -$44.3K -479 -3%
AP
264
Advisors Preferred
Maryland
$1.48M -$1.24M -13,402 -46%
CAL
265
Capital Advisors Ltd
Ohio
$1.47M +$185 +2 +0%
FHA
266
Flagship Harbor Advisors
Massachusetts
$1.47M +$31.1K +336 +2%
CL
267
Choreo LLC
Illinois
$1.46M +$832 +9 +0.1%
Barclays
268
Barclays
United Kingdom
$1.46M +$832K +8,996 +136%
SNBOSCI
269
Security National Bank of Sioux City Iowa
Iowa
$1.46M
LPT
270
Legacy Private Trust
Wisconsin
$1.46M +$176K +1,900 +14%
PGA
271
Portland Global Advisors
Maine
$1.44M -$35.6K -385 -2%
BAM
272
Baring Asset Management
United Kingdom
$1.43M -$139K -1,500 -9%
VFA
273
Voya Financial Advisors
Connecticut
$1.43M -$14K -151 -1%
Koshinski Asset Management
274
Koshinski Asset Management
Illinois
$1.42M +$9.62K +104 +0.7%
SCG
275
Sonata Capital Group
Washington
$1.42M

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.