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iShares Select Dividend ETF

817 hedge funds and large institutions have $6.46B invested in iShares Select Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 229 increasing their positions, 363 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $22.5M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 823817 (-6)

0.82% less ownership

Funds ownership: 39.43%38.6% (-0.82%)

8% less capital invested

Capital invested by funds: $7.06B → $6.46B (-$596M)

13% less funds holding in top 10

Funds holding in top 10: 5447 (-7)

37% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 363

Holders
817
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
18.73%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
1.08%
New
50
Increased
229
Reduced
363
Closed
50
Calls
$24.8M
Puts
$22.5M
Net Calls
+$2.35M
Net Calls Change
-$9.75M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
276
LS Investment Advisors
Michigan
$1.49M -$93.2K -954 -6%
CA
277
CapWealth Advisors
Tennessee
$1.49M +$212K +2,172 +16%
FHA
278
Flagship Harbor Advisors
Massachusetts
$1.48M +$41K +420 +3%
CWS
279
Cypress Wealth Services
California
$1.48M -$72.6K -743 -5%
VFA
280
Voya Financial Advisors
Connecticut
$1.47M +$46.7K +478 +3%
WPP
281
Whalerock Point Partners
Rhode Island
$1.47M +$23.3K +239 +2%
PFS
282
Prospera Financial Services
Texas
$1.46M +$813K +8,325 +119%
OAM
283
Occidental Asset Management
California
$1.45M -$78.1K -800 -5%
FA
284
FMA Advisory
Pennsylvania
$1.45M -$64.8K -664 -4%
CPIA
285
Cornell Pochily Investment Advisors
New York
$1.44M +$65.5K +671 +5%
KA
286
Kovack Advisors
Florida
$1.44M -$400K -4,099 -21%
LPT
287
Legacy Private Trust
Wisconsin
$1.43M -$19.5K -200 -1%
DLHL
288
Donald L. Hagan LLC
Florida
$1.43M
SCG
289
Sonata Capital Group
Washington
$1.43M -$12.2K -125 -0.8%
BJ
290
Brouwer & Janachowski
California
$1.42M -$109K -1,113 -7%
VCA
291
Verdence Capital Advisors
Maryland
$1.42M -$75K -768 -5%
Millennium Management
292
Millennium Management
New York
$1.41M -$1.77M -18,157 -55%
AWM
293
AE Wealth Management
Kansas
$1.41M -$418K -4,276 -22%
APP
294
Avantax Planning Partners
Iowa
$1.4M +$129K +1,318 +10%
RWA
295
River Wealth Advisors
Pennsylvania
$1.39M +$50.4K +516 +4%
SC
296
SouthState Corp
Florida
$1.39M -$334K -3,417 -19%
GAM
297
Gould Asset Management
California
$1.37M -$196K -2,005 -12%
OC
298
Oppenheimer & Co
New York
$1.36M -$24.5K -251 -2%
Koshinski Asset Management
299
Koshinski Asset Management
Illinois
$1.36M -$97K -993 -7%
SWM
300
SeaCrest Wealth Management
New York
$1.35M +$699K +7,158 +101%

DVY Hedge Fund Activity: Q1 2018 in Review

817 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2018, worth a combined $6.46B — down 8.4% from $7.06B a quarter earlier.

Fund positioning in DVY was balanced in Q1 2018: 50 funds opened new positions, 50 closed out, 229 added to existing stakes and 363 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.3M. The largest seller was Suntrust Banks, cutting an estimated $66.6M.

  • 817 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2018, down from 823 in Q4 2017.
  • Funds reported $6.46B of iShares Select Dividend ETF stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 50 funds opened new iShares Select Dividend ETF positions in Q1 2018 and 50 closed out, a net change of 0 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2018 was Goldman Sachs, an estimated $19.3M added.
  • The largest iShares Select Dividend ETF seller in Q1 2018 was Suntrust Banks, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2018.