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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
CIA
301
Choate Investment Advisors
Massachusetts
$1.18M -$164K -1,785 -12%
WP
302
WealthSource Partners
California
$1.17M +$35K +381 +3%
FCC
303
Florin Court Capital
United Kingdom
$1.17M +$349K +3,800 +43%
SFS
304
Summit Financial Strategies
Ohio
$1.15M
WB
305
Webster Bank
Connecticut
$1.14M -$26.6K -289 -2%
AF
306
Alerus Financial
North Dakota
$1.12M -$121K -1,313 -10%
BSWMG
307
Barrington Strategic Wealth Management Group
Illinois
$1.12M -$232K -2,520 -17%
AC
308
Abbrea Capital
California
$1.12M
SWA
309
Sutton Wealth Advisors
Florida
$1.12M +$35.9K +390 +3%
CCP
310
Corient Capital Partners
California
$1.11M
GHA
311
GW Henssler & Associates
Georgia
$1.11M -$48.7K -530 -4%
FNBT
312
FineMark National Bank & Trust
Florida
$1.11M -$92K -1,000 -8%
FTIOP
313
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.1M +$361K +3,922 +49%
BAM
314
Berkshire Asset Management
Pennsylvania
$1.09M
WB
315
WesBanco Bank
West Virginia
$1.08M +$16.1K +175 +2%
FTS
316
Fifth Third Securities
Ohio
$1.07M -$214K -2,332 -17%
KTA
317
Keeley-Teton Advisors
Illinois
$1.06M +$65K +707 +7%
PMFA
318
Plante Moran Financial Advisors
Michigan
$1.04M +$276 +3 +0%
CTC
319
Central Trust Company
Missouri
$1.03M +$30.3K +330 +3%
LPC
320
Loeb Partners Corp
New York
$1.03M
DCM
321
Donaldson Capital Management
Indiana
$1.03M -$22.8K -248 -2%
FHA
322
First Horizon Advisors
Tennessee
$1.03M +$92 +1 +0%
ADL
323
Asset Dedication LLC
California
$1.02M
BRF
324
B. Riley Financial
California
$1.02M -$2.3K -25 -0.2%
TI
325
Telemetry Investments
New York
$1.01M +$1.01M +11,000 New

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.