We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

916 hedge funds and large institutions have $7.18B invested in iShares Select Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 332 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $36.2M | Put options by funds: $10.8M

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

2% more funds holding

Funds holding: 900916 (+16)

1% more capital invested

Capital invested by funds: $7.1B → $7.18B (+$86M)

0.29% less ownership

Funds ownership: 40.83%40.54% (-0.29%)

10% less funds holding in top 10

Funds holding in top 10: 5045 (-5)

19% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 332

Holders
916
Holders Change
+16
Holders Change %
+1.78%
% of All Funds
20.09%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.99%
New
63
Increased
270
Reduced
332
Closed
38
Calls
$36.2M
Puts
$10.8M
Net Calls
+$25.5M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
476
Peddock Capital Advisors
Massachusetts
$731K
WA
477
WealthTrust Axiom
Pennsylvania
$728K -$9.07K -91 -1%
CPIG
478
Chicago Partners Investment Group
Illinois
$725K
JWA
479
JFS Wealth Advisors
Pennsylvania
$722K -$12.5K -125 -2%
MFW
480
Meristem Family Wealth
Minnesota
$722K +$706K +7,078 New
LIM
481
Leavell Investment Management
Alabama
$721K
Asset Management One
482
Asset Management One
Japan
$709K -$138K -1,380 -17%
SMFG
483
Sumitomo Mitsui Financial Group
Japan
$708K +$39.5K +396 +6%
OAM
484
Oppenheimer Asset Management
New York
$707K -$40.7K -408 -6%
BOS
485
Bingham Osborn & Scarborough
California
$707K +$49.9K +500 +8%
CA
486
Crewe Advisors
Utah
$706K +$34.3K +344 +5%
PP
487
Patten & Patten
Tennessee
$698K -$1.4K -14 -0.2%
BW
488
Bison Wealth
Georgia
$680K
FC
489
Ferris Capital
Massachusetts
$674K -$28.3K -284 -4%
TPW
490
Tiller Private Wealth
Pennsylvania
$669K -$1.99K -20 -0.3%
KCM
491
Kanawha Capital Management
Virginia
$666K +$4.49K +45 +0.7%
CTA
492
Colonial Trust Advisors
South Carolina
$665K -$46.5K -466 -7%
FPS
493
Fieldpoint Private Securities
Connecticut
$663K
EWF
494
Epstein & White Financial
California
$662K -$320K -3,213 -33%
First Manhattan
495
First Manhattan
New York
$659K
CFGS
496
Concourse Financial Group Securities
Alabama
$656K -$1.71M -17,099 -73%
CWM
497
Cahaba Wealth Management
Georgia
$656K -$37.8K -379 -6%
FA
498
Fagan Associates
New York
$655K -$2.09K -21 -0.3%
CPA
499
Clear Perspective Advisors
Illinois
$653K -$4.99K -50 -0.8%
Renaissance Technologies
500
Renaissance Technologies
New York
$652K +$638K +6,400 New

DVY Hedge Fund Activity: Q3 2019 in Review

916 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2019, worth a combined $7.18B — up 1.2% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new DVY positions and 38 closed out — a net gain of 25 holders — while 270 added to existing stakes and 332 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $14.3M. The largest seller was Bank of Montreal, cutting an estimated $90.1M.

  • 916 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2019, up from 900 in Q2 2019.
  • Funds reported $7.18B of iShares Select Dividend ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select Dividend ETF positions in Q3 2019 and 38 closed out, a net change of +25 holders.
  • The largest iShares Select Dividend ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $14.3M added.
  • The largest iShares Select Dividend ETF seller in Q3 2019 was Bank of Montreal, an estimated $90.1M sold.

Based on aggregated 13F filings for Q3 2019.