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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
MHI
526
Miller Howard Investments
New York
$303K +$302K +3,284 New
AL
527
Aspiriant LLC
California
$302K +$4.6K +50 +2%
BFPW
528
BOK Financial Private Wealth
Colorado
$299K
S
529
SignatureFD
Georgia
$299K +$1.66K +18 +0.6%
MIM
530
Marco Investment Management
Georgia
$296K
PCM
531
Parsons Capital Management
Rhode Island
$293K
AIM
532
Arcadia Investment Management
Michigan
$292K -$25.4K -276 -8%
NPF
533
Norris Perne & French
Michigan
$292K -$4.6K -50 -2%
FFA
534
First Foundation Advisors
California
$291K
WIC
535
Woodmont Investment Counsel
Tennessee
$289K -$162K -1,761 -36%
PAS
536
Partnervest Advisory Services
California
$288K -$460 -5 -0.2%
Bessemer Group
537
Bessemer Group
New Jersey
$287K +$144K +1,567 +101%
IFA
538
Interactive Financial Advisors
Illinois
$286K -$28.3K -308 -9%
SXL
539
Summit X LLC
Missouri
$286K +$287K +3,121 New
SFSG
540
Stearns Financial Services Group
North Carolina
$281K
FI
541
FormulaFolio Investments
Michigan
$280K -$129K -1,406 -32%
JIP
542
Jaffetilchin Investment Partners
Florida
$280K -$12K -130 -4%
AAS
543
Annex Advisory Services
Wisconsin
$277K -$736 -8 -0.3%
WSC
544
Wellington Shields & Co
New York
$277K
PFGIA
545
Patriot Financial Group Insurance Agency
Massachusetts
$276K -$4.46M -48,450 -94%
SCA
546
Sage Capital Advisors
South Dakota
$276K +$275K +2,988 New
CMP
547
Courage Miller Partners
Virginia
$272K +$272K +2,953 New
MCM
548
Murphy Capital Management
New Jersey
$268K -$5.52K -60 -2%
FCCM
549
First City Capital Management
Georgia
$268K
CFA
550
Carroll Financial Associates
North Carolina
$267K

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.