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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
SYBT
451
Stock Yards Bank & Trust
Kentucky
$453K +$9.2K +100 +2%
NFC
452
Northeast Financial Consultants
Connecticut
$452K
BP
453
Ballentine Partners
Massachusetts
$452K +$23K +250 +5%
VNA
454
Valley National Advisers
Pennsylvania
$448K
HH
455
Hilltop Holdings
Texas
$444K -$95.7K -1,041 -18%
Chevy Chase Trust
456
Chevy Chase Trust
Maryland
$443K +$13.8K +150 +3%
FWM
457
Focused Wealth Management
New York
$440K -$184 -2 -0%
WSTAM
458
Wilbanks Smith & Thomas Asset Management
Virginia
$440K +$368 +4 +0.1%
RA
459
RFG Advisory
Alabama
$439K -$480K -5,217 -52%
UBWV
460
United Bank (West Virginia)
West Virginia
$438K +$110K +1,200 +34%
VIP
461
Vantage Investment Partners
Missouri
$433K -$23K -250 -5%
BL
462
Balentine LLC
Georgia
$429K +$428K +4,650 New
NIC
463
Northwest Investment Counselors
Oregon
$427K -$30.8K -335 -7%
PPA
464
Parametric Portfolio Associates
Washington
$426K -$549K -5,968 -56%
CAM
465
Crestone Asset Management
Colorado
$426K
EHPM
466
Emery Howard Portfolio Management
California
$426K
PSUF
467
People's United Financial
Connecticut
$422K -$36.8K -400 -8%
HIC
468
Holderness Investments Company
North Carolina
$421K -$9.2K -100 -2%
BTIS
469
BB&T Investment Services
North Carolina
$420K -$113K -1,227 -21%
CAI
470
Capital Advisors Inc
Oklahoma
$420K -$17.5K -190 -4%
Toronto Dominion Bank
471
Toronto Dominion Bank
Ontario, Canada
$419K
GC
472
Guggenheim Capital
Illinois
$408K +$150K +1,632 +58%
LDB
473
Lee, Danner & Bass
Tennessee
$407K -$2.76K -30 -0.7%
BWM
474
BerganKDV Wealth Management
Minnesota
$404K +$1.66K +18 +0.4%
RMAM
475
Raab & Moskowitz Asset Management
New Jersey
$400K +$23K +250 +6%

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.