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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
CWM
476
Circle Wealth Management
New Jersey
$398K
AA
477
Ancora Advisors
Ohio
$394K +$394K +4,281 New
MBT
478
Monroe Bank & Trust
Michigan
$393K
CA
479
Cambridge Advisors
Nebraska
$391K
GLA
480
Good Life Advisors
Pennsylvania
$389K +$24.8K +270 +7%
WFG
481
Windsor Financial Group
Minnesota
$388K
EWA
482
EP Wealth Advisors
California
$384K +$73.6K +800 +24%
IAMOG
483
Investors Asset Management of Georgia
Georgia
$383K
SFSIG
484
San Francisco Sentry Investment Group
California
$382K +$68.2K +742 +22%
FA
485
FC Advisory
Pennsylvania
$373K -$72.1K -784 -16%
YWP
486
YorkBridge Wealth Partners
New York
$369K -$18.4K -200 -5%
SFWA
487
Summit Financial Wealth Advisors
Louisiana
$361K -$40.2K -437 -10%
CCT
488
Capital City Trust
Florida
$361K
SIC
489
Sigma Investment Counselors
Michigan
$359K
OWD
490
Osborn Williams & Donohoe
Ohio
$356K -$27.4K -298 -7%
SC
491
Searle & Co
Connecticut
$356K
SFG
492
SNS Financial Group
Minnesota
$356K +$1.47K +16 +0.4%
BTNA
493
Bremer Trust National Association
Minnesota
$356K +$56K +609 +19%
PFA
494
Paradigm Financial Advisors
Missouri
$351K +$92 +1 +0%
AFM
495
Abbot Financial Management
Massachusetts
$350K +$349K +3,799 New
ODG
496
O'Dell Group
Ohio
$346K -$47.1K -512 -12%
KC
497
Kingfisher Capital
North Carolina
$342K -$6.34K -69 -2%
PBO
498
Peoples Bank (Ohio)
Ohio
$340K
AWM
499
Affinity Wealth Management
Delaware
$337K -$41K -446 -11%
MLL
500
Moody Lynn & Lieberson
Massachusetts
$337K -$32.6K -355 -9%

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.