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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
VCM
401
Versant Capital Management
Arizona
$685K -$117K -1,267 -15%
PWLP
402
Prio Wealth Limited Partnership
Massachusetts
$685K -$34.2K -370 -5%
TYCC
403
Texas Yale Capital Corp
Florida
$683K
DY
404
Dowling & Yahnke
California
$679K +$92.5K +1,000 +16%
LPIC
405
LeJeune Puetz Investment Counsel
Michigan
$676K
Kayne Anderson Rudnick Investment Management
406
Kayne Anderson Rudnick Investment Management
California
$656K +$157K +1,702 +32%
CB
407
Chemical Bank
Michigan
$652K -$131K -1,417 -17%
OCM
408
Orleans Capital Management
Louisiana
$651K +$18.5K +200 +3%
BAC
409
Boys Arnold & Co
North Carolina
$643K -$30.2K -326 -5%
DJSG
410
D.J. St. Germain
Massachusetts
$637K +$30.5K +330 +5%
BW
411
Bison Wealth
Georgia
$635K -$50.4K -545 -7%
FHB
412
First Hawaiian Bank
Hawaii
$629K +$24.8K +268 +4%
CWM
413
Cahaba Wealth Management
Georgia
$615K +$608K +6,569 New
SBH
414
Segall Bryant & Hamill
Illinois
$614K -$10.7K -116 -2%
UR
415
USCA RIA
Texas
$614K
FPFS
416
First Personal Financial Services
North Carolina
$607K +$92 +1 +0%
NAMP
417
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$606K
GS
418
Girard Securities
California
$604K -$167K -1,809 -22%
JWA
419
JFS Wealth Advisors
Pennsylvania
$589K +$582K +6,294 New
NCM
420
Neumann Capital Management
California
$581K
KCM
421
Kanawha Capital Management
Virginia
$569K -$10.8K -117 -2%
GCMG
422
Gyroscope Capital Management Group
Florida
$567K +$9.06K +98 +2%
WPA
423
West Paces Advisors
Georgia
$566K
LIM
424
Leavell Investment Management
Alabama
$562K
HCM
425
HMS Capital Management
Tennessee
$562K +$370K +4,000 +200%

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.