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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
LPC
351
Loeb Partners Corp
New York
$859K -$185K -2,000 -18%
SIA
352
Starfire Investment Advisers
Michigan
$851K +$1.11K +12 +0.1%
CPO
353
Cerity Partners OCIO
New York
$851K +$49.4K +534 +6%
EAMA
354
EFG Asset Management (Americas)
Florida
$850K +$23.4K +253 +3%
BSWMG
355
Barrington Strategic Wealth Management Group
Illinois
$848K -$287K -3,105 -26%
CTA
356
Colonial Trust Advisors
South Carolina
$847K +$7.77K +84 +0.9%
BHWM
357
Bar Harbor Wealth Management
New Hampshire
$846K +$64.7K +700 +8%
WA
358
WBH Advisory
Maryland
$842K -$17.9K -193 -2%
DK
359
Darrell & King
Virginia
$838K -$1.67K -18 -0.2%
AI
360
Atria Investments
North Carolina
$838K +$348K +3,765 +73%
WP
361
WealthPLAN Partners
Nebraska
$833K -$16.6K -180 -2%
IWM
362
IHT Wealth Management
Illinois
$830K +$16.3K +176 +2%
CPSAC
363
Chas P. Smith & Associates (CPS)
Florida
$824K -$3.98K -43 -0.5%
FIM
364
Fernwood Investment Management
Massachusetts
$819K +$20.3K +220 +3%
AWM
365
AE Wealth Management
Kansas
$812K -$108K -1,172 -12%
PIA
366
Peachtree Investment Advisors
Georgia
$803K
AIP
367
ARS Investment Partners
New York
$798K
WA
368
Winfield Associates
Ohio
$792K -$10.2K -110 -1%
TCM
369
Traynor Capital Management
Pennsylvania
$788K +$117K +1,269 +18%
WCF
370
West Coast Financial
California
$787K -$28.3K -306 -4%
PP
371
Patten & Patten
Tennessee
$784K -$2.77K -30 -0.4%
LIC
372
Lodestar Investment Counsel
Illinois
$774K +$129K +1,390 +20%
SFSIG
373
San Francisco Sentry Investment Group
California
$773K +$380K +4,103 +99%
NA
374
NewEdge Advisors
Louisiana
$767K -$73K -789 -9%
SGAM
375
Steinberg Global Asset Management
Florida
$767K -$24.5K -265 -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.