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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
BCFS
376
Butensky & Cohen Financial Security
Florida
$767K -$11.7K -127 -2%
BHB
377
Bank Hapoalim BM
Israel
$765K -$244K -2,638 -24%
MWM
378
Meridian Wealth Management
Kentucky
$750K +$1.02K +11 +0.1%
BA
379
Bristlecone Advisors
Washington
$735K -$39.4K -426 -5%
CCM
380
Coldstream Capital Management
Washington
$732K -$13.7K -148 -2%
CG
381
Colony Group
Massachusetts
$731K +$22.1K +239 +3%
PPA
382
Parametric Portfolio Associates
Washington
$727K +$291K +3,141 +68%
RW
383
Rand Wealth
Maryland
$720K +$81.1K +877 +13%
T
384
Thomaspartners
Massachusetts
$718K -$26.3K -284 -4%
GC
385
Guggenheim Capital
Illinois
$718K +$300K +3,242 +73%
HWA
386
HCR Wealth Advisors
California
$713K +$92 +1 +0%
GEA
387
Glen Eagle Advisors
New Jersey
$713K -$486K -5,254 -41%
CHC
388
City Holding Co
West Virginia
$712K +$13.9K +150 +2%
Lido Advisors
389
Lido Advisors
California
$711K
MA
390
Montag & Associates
Georgia
$711K
ZIC
391
ZWJ Investment Counsel
Georgia
$711K
NG
392
Northstar Group
New York
$710K -$6.2K -67 -0.9%
FA
393
Fagan Associates
New York
$706K -$4.81K -52 -0.7%
SHJ
394
Sharkey, Howes & Javer
Colorado
$702K -$49.1K -531 -7%
RE
395
RBC Europe
United Kingdom
$701K +$693K +7,490 New
Brown Advisory
396
Brown Advisory
Maryland
$698K -$60.6K -655 -8%
WA
397
WealthTrust Axiom
Pennsylvania
$694K
CAM
398
Carret Asset Management
New York
$690K -$6.01K -65 -0.9%
PCA
399
Peddock Capital Advisors
Massachusetts
$689K
MC
400
Moors & Cabot
Massachusetts
$687K -$57.7K -624 -8%

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.