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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
KM
301
Kalos Management
Georgia
$1.19M -$260K -2,808 -18%
WP
302
WealthSource Partners
California
$1.18M -$555 -6 -0%
AC
303
Abbrea Capital
California
$1.17M +$34.8K +376 +3%
SFS
304
Summit Financial Strategies
Ohio
$1.17M
DADC
305
D.A. Davidson & Co
Montana
$1.17M +$242K +2,616 +27%
MPI
306
Mairs & Power Inc
Minnesota
$1.16M +$462K +5,000 +67%
SWA
307
Sutton Wealth Advisors
Florida
$1.16M +$26.4K +285 +2%
FNBT
308
FineMark National Bank & Trust
Florida
$1.16M +$38.9K +421 +4%
CIA
309
Choate Investment Advisors
Massachusetts
$1.15M -$43K -465 -4%
CCP
310
Corient Capital Partners
California
$1.13M
BAM
311
Berkshire Asset Management
Pennsylvania
$1.11M
WB
312
WesBanco Bank
West Virginia
$1.1M +$2.68K +29 +0.2%
MPM
313
Meritage Portfolio Management
Kansas
$1.1M -$638K -6,900 -37%
CPA
314
Clear Perspective Advisors
Illinois
$1.08M +$108K +1,173 +11%
KTA
315
Keeley-Teton Advisors
Illinois
$1.07M
GHA
316
GW Henssler & Associates
Georgia
$1.07M -$50.3K -544 -5%
TH
317
Timber Hill
Connecticut
$1.07M -$2.49M -26,901 -70%
PMFA
318
Plante Moran Financial Advisors
Michigan
$1.05M -$3.42K -37 -0.3%
CTC
319
Central Trust Company
Missouri
$1.04M -$8.6K -93 -0.8%
KBFS
320
Kohmann Bosshard Financial Services
Ohio
$1.04M +$1.03M +11,090 New
ADL
321
Asset Dedication LLC
California
$1.04M -$5.09K -55 -0.5%
WAM
322
Weatherly Asset Management
California
$1.03M -$4.27M -46,181 -81%
OAM
323
Oppenheimer Asset Management
New York
$1.03M +$4.07K +44 +0.4%
AF
324
Alerus Financial
North Dakota
$1.02M -$115K -1,242 -10%
FHA
325
First Horizon Advisors
Tennessee
$1.01M -$29.8K -322 -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.