We are live on ! Find out more
DVY icon

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
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$1.39M +$72.1K +784 +5%
DLHL
277
Donald L. Hagan LLC
Florida
$1.39M
TF
278
TIAA FSB
Florida
$1.38M +$1.38M +15,014 New
FCI
279
Financial Counselors Inc
Kansas
$1.36M -$2.03M -22,070 -60%
RWA
280
River Wealth Advisors
Pennsylvania
$1.35M +$644 +7 +0%
RCAG
281
Rehmann Capital Advisory Group
Michigan
$1.35M +$32.9K +358 +3%
PL
282
Plancorp LLC
Missouri
$1.34M
CAAS
283
Capital Asset Advisory Services
Michigan
$1.33M +$920 +10 +0.1%
SNBOSD
284
Security National Bank of So Dak
Iowa
$1.32M -$114K -1,245 -8%
WSCM
285
Wellington Shields Capital Management
New York
$1.32M -$158K -1,715 -11%
HFS
286
HL Financial Services
Kentucky
$1.31M +$137K +1,492 +12%
PAA
287
Peregrine Asset Advisers
Oregon
$1.31M
SBL
288
Sargent Bickham Lagudis
Colorado
$1.3M -$49.2K -535 -4%
SSB
289
Sandy Spring Bank
Maryland
$1.3M -$80.4K -874 -6%
CA
290
CapWealth Advisors
Tennessee
$1.3M -$34.6K -376 -3%
KA
291
Kovack Advisors
Florida
$1.29M +$226K +2,455 +21%
DWT
292
Dorsey & Whitney Trust
South Dakota
$1.28M
PFA
293
Pinnacle Family Advisors
Missouri
$1.27M +$15.1K +164 +1%
LPT
294
Legacy Private Trust
Wisconsin
$1.26M -$378K -4,115 -23%
PFS
295
Prospera Financial Services
Texas
$1.25M -$2.48M -26,974 -66%
HSA
296
HBK Sorce Advisory
Pennsylvania
$1.21M +$329K +3,576 +37%
Luther King Capital Management (LKCM)
297
Luther King Capital Management (LKCM)
Texas
$1.21M +$365K +3,973 +43%
CIC
298
Carnegie Investment Counsel
Ohio
$1.2M -$32K -348 -3%
WPP
299
Whalerock Point Partners
Rhode Island
$1.2M +$56.3K +612 +5%
GEA
300
Glen Eagle Advisors
New Jersey
$1.19M -$10.1K -110 -0.8%

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.