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iShares Select Dividend ETF

817 hedge funds and large institutions have $6.46B invested in iShares Select Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 229 increasing their positions, 363 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $22.5M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 823817 (-6)

0.82% less ownership

Funds ownership: 39.43%38.6% (-0.82%)

8% less capital invested

Capital invested by funds: $7.06B → $6.46B (-$596M)

13% less funds holding in top 10

Funds holding in top 10: 5447 (-7)

37% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 363

Holders
817
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
18.73%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
1.08%
New
50
Increased
229
Reduced
363
Closed
50
Calls
$24.8M
Puts
$22.5M
Net Calls
+$2.35M
Net Calls Change
-$9.75M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
476
Triangle Securities Wealth Management
North Carolina
$517K -$13.2K -135 -2%
NWS
477
Newport Wealth Strategies
California
$513K -$27.3K -280 -5%
BB
478
Busey Bank
Illinois
$513K
HIC
479
Holderness Investments Company
North Carolina
$508K -$4.88K -50 -0.9%
SBH
480
Segall Bryant & Hamill
Illinois
$500K -$66.4K -680 -11%
CAN
481
Claraphi Advisory Network
United States
$498K +$58K +594 +13%
MHS
482
M Holdings Securities
Oregon
$488K -$7.32K -75 -1%
Marshall Wace
483
Marshall Wace
United Kingdom
$480K +$493K +5,049 New
OC
484
Oakworth Capital
Alabama
$479K
JCM
485
Jag Capital Management
Missouri
$476K -$31.2K -320 -6%
GFP
486
Gryphon Financial Partners
Ohio
$470K -$7.71K -79 -2%
CG
487
Corundum Group
Colorado
$470K +$25.7K +263 +6%
WS
488
Wedbush Securities
California
$468K -$58.6K -600 -11%
CB
489
Chemical Bank
Michigan
$467K -$161K -1,648 -25%
NFC
490
Northeast Financial Consultants
Connecticut
$466K
SS
491
Simplicity Solutions
Minnesota
$463K -$482K -4,939 -50%
CCM
492
Covington Capital Management
California
$463K
AIA
493
Arbor Investment Advisors
North Carolina
$461K +$5.57K +57 +1%
CA
494
Calton & Associates
Florida
$457K +$118K +1,213 +34%
First Manhattan
495
First Manhattan
New York
$456K
EHPM
496
Emery Howard Portfolio Management
California
$447K +$3.71K +38 +0.8%
BFC
497
Bedel Financial Consulting
Indiana
$446K
RMAM
498
Raab & Moskowitz Asset Management
New Jersey
$446K +$67.4K +690 +17%
SMFS
499
Squar Milner Financial Services
California
$445K +$1.47K +15 +0.3%
EWA
500
EP Wealth Advisors
California
$441K +$45.9K +470 +11%

DVY Hedge Fund Activity: Q1 2018 in Review

817 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2018, worth a combined $6.46B — down 8.4% from $7.06B a quarter earlier.

Fund positioning in DVY was balanced in Q1 2018: 50 funds opened new positions, 50 closed out, 229 added to existing stakes and 363 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.3M. The largest seller was Suntrust Banks, cutting an estimated $66.6M.

  • 817 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2018, down from 823 in Q4 2017.
  • Funds reported $6.46B of iShares Select Dividend ETF stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 50 funds opened new iShares Select Dividend ETF positions in Q1 2018 and 50 closed out, a net change of 0 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2018 was Goldman Sachs, an estimated $19.3M added.
  • The largest iShares Select Dividend ETF seller in Q1 2018 was Suntrust Banks, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2018.