We are live on ! Find out more
DVY icon

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
HH
501
Hilltop Holdings
Texas
$331K -$119K -1,284 -27%
CCM
502
Catawba Capital Management
Virginia
$331K +$20.3K +220 +7%
CIAS
503
Capital Investment Advisory Services
North Carolina
$329K +$10.6K +115 +3%
ACM
504
Azimuth Capital Management
Michigan
$328K
MWP
505
MYCIO Wealth Partners
Pennsylvania
$327K
RMC
506
Regis Management Company
California
$327K
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$327K +$6.94K +75 +2%
PBO
508
Peoples Bank (Ohio)
Ohio
$324K -$20.8K -225 -6%
WTB
509
Washington Trust Bank
Washington
$321K +$317K +3,425 New
CA
510
Cornerstone Advisory
Maryland
$320K +$647 +7 +0.2%
CSIC
511
Clifford Swan Investment Counsel
California
$319K
IWA
512
Intercontinental Wealth Advisors
Texas
$319K
PG
513
Patten Group
Tennessee
$318K
FNBOMD
514
First National Bank of Mount Dora
Florida
$316K
PIM
515
Penobscot Investment Management
Massachusetts
$316K
AFM
516
Abbot Financial Management
Massachusetts
$314K -$46.6K -504 -13%
MIM
517
Marco Investment Management
Georgia
$310K +$9.25K +100 +3%
CCMG
518
Clark Capital Management Group
Pennsylvania
$310K +$306K +3,307 New
IFA
519
Interactive Financial Advisors
Illinois
$309K +$17.9K +194 +6%
B
520
Brightworth
Georgia
$309K +$305K +3,296 New
FTUS
521
Flow Traders U.S.
New York
$309K +$305K +3,300 New
ABC
522
Associated Banc-Corp
Wisconsin
$305K +$302K +3,261 New
BFPW
523
BOK Financial Private Wealth
Colorado
$304K
JIP
524
Jaffetilchin Investment Partners
Florida
$300K +$15.1K +163 +5%
SIC
525
Sigma Investment Counselors
Michigan
$299K -$64.3K -695 -18%

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.