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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
MHS
426
M Holdings Securities
Oregon
$560K -$71.3K -771 -11%
CRC
427
Curi RMB Capital
Illinois
$547K -$218K -2,360 -29%
TSWM
428
Triangle Securities Wealth Management
North Carolina
$540K -$10.3K -111 -2%
HCP
429
Holt Capital Partners
Texas
$537K -$222K -2,400 -30%
EWA
430
Exencial Wealth Advisors
Oklahoma
$531K +$8.79K +95 +2%
WS
431
Wedbush Securities
California
$526K -$51.2K -554 -9%
FC
432
FIC Capital
New York
$523K -$13.9K -150 -3%
GLA
433
Great Lakes Advisors
Illinois
$515K -$153K -1,655 -23%
CA
434
Corrado Advisors
New Jersey
$500K +$3.88K +42 +0.8%
JCM
435
Jag Capital Management
Missouri
$499K
BCA
436
Bray Capital Advisors
Florida
$492K -$10.6K -115 -2%
Neuberger Berman Group
437
Neuberger Berman Group
New York
$487K -$87.4K -945 -15%
BOS
438
Bingham Osborn & Scarborough
California
$485K +$462 +5 +0.1%
WSTAM
439
Wilbanks Smith & Thomas Asset Management
Virginia
$482K +$35.1K +380 +8%
VIA
440
Vantage Investment Advisors
Pennsylvania
$477K +$3.88K +42 +0.8%
BTNA
441
Bremer Trust National Association
Minnesota
$476K +$113K +1,220 +32%
AFP
442
Ausdal Financial Partners
Iowa
$472K +$142K +1,538 +44%
ST
443
Sentinel Trust
Texas
$465K
UBWV
444
United Bank (West Virginia)
West Virginia
$465K +$19.4K +210 +4%
RMAM
445
Raab & Moskowitz Asset Management
New Jersey
$461K +$46.2K +500 +11%
SYBT
446
Stock Yards Bank & Trust
Kentucky
$460K
NFC
447
Northeast Financial Consultants
Connecticut
$459K
OC
448
Oakworth Capital
Alabama
$458K
AIA
449
Arbor Investment Advisors
North Carolina
$457K -$5.37K -58 -1%
CCM
450
Covington Capital Management
California
$455K -$22.8M -246,033 -98%

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.