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iShares Select Dividend ETF

817 hedge funds and large institutions have $6.46B invested in iShares Select Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 229 increasing their positions, 363 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $22.5M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 823817 (-6)

0.82% less ownership

Funds ownership: 39.43%38.6% (-0.82%)

8% less capital invested

Capital invested by funds: $7.06B → $6.46B (-$596M)

13% less funds holding in top 10

Funds holding in top 10: 5447 (-7)

37% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 363

Holders
817
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
18.73%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
1.08%
New
50
Increased
229
Reduced
363
Closed
50
Calls
$24.8M
Puts
$22.5M
Net Calls
+$2.35M
Net Calls Change
-$9.75M
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
376
Marietta Investment Partners
Wisconsin
$920K -$9.77K -100 -1%
CPO
377
Cerity Partners OCIO
New York
$920K +$3.03K +31 +0.3%
BSB
378
Bangor Savings Bank
Maine
$917K
EA
379
Edge Advisors
Georgia
$903K
CTA
380
Colonial Trust Advisors
South Carolina
$894K -$244K -2,501 -21%
DADC
381
D.A. Davidson & Co
Montana
$892K -$345K -3,531 -27%
DCM
382
Donaldson Capital Management
Indiana
$892K -$127K -1,298 -12%
WA
383
WBH Advisory
Maryland
$890K -$13.8K -141 -1%
AWM
384
Avior Wealth Management
Nebraska
$881K -$80.5K -824 -8%
EWA
385
Exencial Wealth Advisors
Oklahoma
$879K +$53.2K +545 +6%
BWA
386
BDO Wealth Advisors
Florida
$866K +$782K +8,008 +731%
CT
387
Cambridge Trust
Massachusetts
$864K -$5.66K -58 -0.6%
DK
388
Darrell & King
Virginia
$864K +$17.4K +178 +2%
BRF
389
B. Riley Financial
California
$861K -$159K -1,631 -15%
EFS
390
Essex Financial Services
Connecticut
$859K +$882K +9,033 New
BHWM
391
Bar Harbor Wealth Management
New Hampshire
$850K
TC
392
Telemus Capital
Michigan
$841K -$318K -3,260 -27%
EAMA
393
EFG Asset Management (Americas)
Florida
$839K
CPSAC
394
Chas P. Smith & Associates (CPS)
Florida
$838K -$5.37K -55 -0.6%
GHA
395
GW Henssler & Associates
Georgia
$827K -$292K -2,993 -26%
OAM
396
Oppenheimer Asset Management
New York
$824K -$229K -2,343 -21%
Cerity Partners
397
Cerity Partners
New York
$811K -$1.62M -16,566 -66%
AIP
398
ARS Investment Partners
New York
$810K
WP
399
WealthSource Partners
California
$803K -$589K -6,037 -42%
GEA
400
Glen Eagle Advisors
New Jersey
$798K +$23.9K +245 +3%

DVY Hedge Fund Activity: Q1 2018 in Review

817 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2018, worth a combined $6.46B — down 8.4% from $7.06B a quarter earlier.

Fund positioning in DVY was balanced in Q1 2018: 50 funds opened new positions, 50 closed out, 229 added to existing stakes and 363 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.3M. The largest seller was Suntrust Banks, cutting an estimated $66.6M.

  • 817 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2018, down from 823 in Q4 2017.
  • Funds reported $6.46B of iShares Select Dividend ETF stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 50 funds opened new iShares Select Dividend ETF positions in Q1 2018 and 50 closed out, a net change of 0 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2018 was Goldman Sachs, an estimated $19.3M added.
  • The largest iShares Select Dividend ETF seller in Q1 2018 was Suntrust Banks, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2018.