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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
DLHL
276
Donald L. Hagan LLC
Florida
$1.41M
ZB
277
Zions Bancorporation
Utah
$1.41M +$1.16M +12,508 +500%
PFS
278
Prospera Financial Services
Texas
$1.4M +$122K +1,314 +10%
RCAG
279
Rehmann Capital Advisory Group
Michigan
$1.4M +$28.1K +304 +2%
HPC
280
HM Payson & Co
Maine
$1.36M -$83.2K -900 -6%
PL
281
Plancorp LLC
Missouri
$1.36M
FCI
282
Financial Counselors Inc
Kansas
$1.35M -$30.8K -333 -2%
WPP
283
Whalerock Point Partners
Rhode Island
$1.34M +$120K +1,300 +10%
KA
284
Kovack Advisors
Florida
$1.34M +$28.9K +313 +2%
RWA
285
River Wealth Advisors
Pennsylvania
$1.33M -$41.9K -453 -3%
HFS
286
HL Financial Services
Kentucky
$1.32M -$6.01K -65 -0.5%
SNBOSD
287
Security National Bank of So Dak
Iowa
$1.32M -$18.5K -200 -1%
SBL
288
Sargent Bickham Lagudis
Colorado
$1.32M
CAAS
289
Capital Asset Advisory Services
Michigan
$1.32M -$34.8K -376 -3%
FA
290
FMA Advisory
Pennsylvania
$1.31M +$1.3M +14,029 New
PAA
291
Peregrine Asset Advisers
Oregon
$1.3M -$27.2K -294 -2%
DWT
292
Dorsey & Whitney Trust
South Dakota
$1.3M
PFA
293
Pinnacle Family Advisors
Missouri
$1.3M +$12.3K +133 +1%
SSG
294
Summit Securities Group
New York
$1.29M -$555K -6,000 -30%
CA
295
CapWealth Advisors
Tennessee
$1.29M -$28.7K -310 -2%
Simplex Trading
296
Simplex Trading
Illinois
$1.28M +$1.18M +12,711 +1,347%
WSCM
297
Wellington Shields Capital Management
New York
$1.22M -$117K -1,269 -9%
SSB
298
Sandy Spring Bank
Maryland
$1.21M -$108K -1,170 -8%
WB
299
Webster Bank
Connecticut
$1.21M +$50.2K +543 +4%
CIC
300
Carnegie Investment Counsel
Ohio
$1.2M -$41K -443 -3%

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.