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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
LDB
476
Lee, Danner & Bass
Tennessee
$385K -$28.2K -305 -7%
WJA
477
Williams Jones & Associates
New York
$384K -$324K -3,500 -46%
WAP
478
Wealthcare Advisory Partners
Pennsylvania
$383K +$378K +4,086 New
FA
479
FC Advisory
Pennsylvania
$380K +$647 +7 +0.2%
SMC
480
Smith, Moore & Co
Missouri
$380K +$43.8K +474 +13%
AIM
481
Anchor Investment Management
South Carolina
$375K +$371K +4,009 New
FWM
482
Focused Wealth Management
New York
$366K -$79K -854 -18%
CA
483
Cambridge Advisors
Nebraska
$362K -$34.5K -373 -9%
SS
484
Sunbelt Securities
Texas
$362K +$358K +3,867 New
CCT
485
Capital City Trust
Florida
$361K
SC
486
Searle & Co
Connecticut
$361K
SFG
487
SNS Financial Group
Minnesota
$358K -$3.79K -41 -1%
BWM
488
BerganKDV Wealth Management
Minnesota
$354K -$55.4K -599 -14%
ODG
489
O'Dell Group
Ohio
$353K +$1.57K +17 +0.5%
SFWA
490
Summit Financial Wealth Advisors
Louisiana
$348K -$18K -195 -5%
KC
491
Kingfisher Capital
North Carolina
$348K +$1.11K +12 +0.3%
PFA
492
Paradigm Financial Advisors
Missouri
$346K -$9.8K -106 -3%
OWD
493
Osborn Williams & Donohoe
Ohio
$343K -$18.3K -198 -5%
AWM
494
Affinity Wealth Management
Delaware
$343K
MLL
495
Moody Lynn & Lieberson
Massachusetts
$343K
KFC
496
Klingenstein Fields & Co
New York
$343K +$136K +1,467 +67%
IAMOG
497
Investors Asset Management of Georgia
Georgia
$342K -$46.2K -500 -12%
Capital Fund Management (CFM)
498
Capital Fund Management (CFM)
France
$341K +$337K +3,643 New
RWM
499
Ritholtz Wealth Management
New York
$337K
CCA
500
Clearwater Capital Advisors
Illinois
$335K -$6.94K -75 -2%

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.