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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
SBIA
351
Sheaff Brock Investment Advisors
Indiana
$845K -$62.7K -682 -7%
WP
352
WealthPLAN Partners
Nebraska
$837K +$615K +6,691 +281%
SIA
353
Starfire Investment Advisers
Michigan
$836K +$52.1K +567 +7%
DK
354
Darrell & King
Virginia
$827K -$40K -435 -5%
Asset Management One
355
Asset Management One
Japan
$826K +$178K +1,936 +28%
CTA
356
Colonial Trust Advisors
South Carolina
$826K +$303K +3,290 +58%
NA
357
NewEdge Advisors
Louisiana
$817K +$450K +4,898 +121%
CPSAC
358
Chas P. Smith & Associates (CPS)
Florida
$815K -$43.2K -470 -5%
EAMA
359
EFG Asset Management (Americas)
Florida
$813K
WCF
360
West Coast Financial
California
$804K -$86.5K -941 -10%
VCM
361
Versant Capital Management
Arizona
$791K -$219K -2,385 -22%
PIA
362
Peachtree Investment Advisors
Georgia
$790K -$41.6K -452 -5%
WA
363
Winfield Associates
Ohio
$790K -$26.5K -288 -3%
CPO
364
Cerity Partners OCIO
New York
$789K +$337K +3,662 +75%
DG
365
Davidson & Garrard
Virginia
$787K -$73.6K -800 -9%
AIP
366
ARS Investment Partners
New York
$786K
FIM
367
Fernwood Investment Management
Massachusetts
$786K +$197K +2,138 +33%
AWM
368
Avior Wealth Management
Nebraska
$782K -$126K -1,372 -14%
SGAM
369
Steinberg Global Asset Management
Florida
$780K +$9.47K +103 +1%
PP
370
Patten & Patten
Tennessee
$774K -$11K -120 -1%
CB
371
Chemical Bank
Michigan
$773K
BWA
372
BDO Wealth Advisors
Florida
$772K +$770K +8,371 New
BHWM
373
Bar Harbor Wealth Management
New Hampshire
$769K -$50.6K -550 -6%
BCFS
374
Butensky & Cohen Financial Security
Florida
$767K -$46.3K -503 -6%
EDRH
375
Edmond de Rothschild Holding
Switzerland
$765K -$115K -1,250 -13%

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.