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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
CCA
501
Clearwater Capital Advisors
Illinois
$332K +$57.7K +627 +21%
RWM
502
Ritholtz Wealth Management
New York
$332K +$331K +3,600 New
SMC
503
Smith, Moore & Co
Missouri
$331K +$18.5K +201 +6%
DWM
504
Destination Wealth Management
California
$323K -$99.3K -1,080 -24%
AFP
505
Ausdal Financial Partners
Iowa
$323K -$184 -2 -0.1%
ACM
506
Azimuth Capital Management
Michigan
$323K
WI
507
Wintrust Investments
Illinois
$323K +$1.01K +11 +0.3%
RMC
508
Regis Management Company
California
$322K -$16.6K -181 -5%
MWP
509
MYCIO Wealth Partners
Pennsylvania
$322K -$11K -120 -3%
PG
510
Patten Group
Tennessee
$315K -$3.68K -40 -1%
PWW
511
Pettyjohn Wood & White
Virginia
$315K +$15K +163 +5%
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$315K
CSIC
513
Clifford Swan Investment Counsel
California
$314K
CA
514
Cornerstone Advisory
Maryland
$314K
TC
515
Telemus Capital
Michigan
$314K
IWA
516
Intercontinental Wealth Advisors
Texas
$314K +$4.6K +50 +1%
CIAS
517
Capital Investment Advisory Services
North Carolina
$313K -$20.8K -226 -6%
FNBOMD
518
First National Bank of Mount Dora
Florida
$311K +$15.1K +164 +5%
PIM
519
Penobscot Investment Management
Massachusetts
$311K +$98.9K +1,075 +47%
AFG
520
Albion Financial Group
Utah
$310K -$7.36K -80 -2%
BFA
521
Benedict Financial Advisors
Georgia
$309K -$6.34K -69 -2%
WWM
522
Willingdon Wealth Management
North Carolina
$308K -$10.4K -113 -3%
CCM
523
Catawba Capital Management
Virginia
$306K -$4.6K -50 -1%
CFA
524
Camarda Financial Advisors
Florida
$304K -$382K -4,157 -56%
WEC
525
Winslow Evans & Crocker
Massachusetts
$304K -$184 -2 -0.1%

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.