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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
WS
426
Wedbush Securities
California
$569K -$23K -250 -4%
Neuberger Berman Group
427
Neuberger Berman Group
New York
$567K +$127K +1,383 +29%
WPA
428
West Paces Advisors
Georgia
$558K -$557K -6,053 -50%
GA
429
Geneva Advisors
Illinois
$556K -$6.71K -73 -1%
LIM
430
Leavell Investment Management
Alabama
$553K -$4.6K -50 -0.8%
GCMG
431
Gyroscope Capital Management Group
Florida
$550K -$351K -3,818 -39%
TSWM
432
Triangle Securities Wealth Management
North Carolina
$542K
WPC
433
White Pine Capital
Minnesota
$532K
FC
434
FIC Capital
New York
$529K -$30.3K -330 -5%
SCP
435
Seizert Capital Partners
Michigan
$516K
EWA
436
Exencial Wealth Advisors
Oklahoma
$515K -$466K -5,064 -48%
BCA
437
Bray Capital Advisors
Florida
$494K -$1.38K -15 -0.3%
JCM
438
Jag Capital Management
Missouri
$491K
Kayne Anderson Rudnick Investment Management
439
Kayne Anderson Rudnick Investment Management
California
$489K -$19.3K -210 -4%
CA
440
Corrado Advisors
New Jersey
$488K
IF
441
Ironwood Financial
Arizona
$484K -$6.44K -70 -1%
AI
442
Atria Investments
North Carolina
$478K +$178K +1,940 +60%
BOS
443
Bingham Osborn & Scarborough
California
$477K -$26.4K -287 -5%
MSAM
444
Moloney Securities Asset Management
Missouri
$470K -$1.29K -14 -0.3%
PMG
445
ProVise Management Group
Florida
$468K -$195K -2,125 -30%
VIA
446
Vantage Investment Advisors
Pennsylvania
$465K +$16.7K +182 +4%
Allianz Asset Management
447
Allianz Asset Management
Germany
$460K +$460K +5,000 New
OC
448
Oakworth Capital
Alabama
$459K
ST
449
Sentinel Trust
Texas
$458K
AIA
450
Arbor Investment Advisors
North Carolina
$456K -$7.72K -84 -2%

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.