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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
NPF
526
Norris Perne & French
Michigan
$297K
PCM
527
Parsons Capital Management
Rhode Island
$297K
WWM
528
Willingdon Wealth Management
North Carolina
$296K -$16.9K -183 -5%
FFA
529
First Foundation Advisors
California
$296K
AI
530
Accredited Investors
Minnesota
$295K +$75.1K +812 +35%
STMM
531
South Texas Money Management
Texas
$295K +$291K +3,149 New
MWM
532
Mascoma Wealth Management
New Hampshire
$294K -$382K -4,127 -57%
WIC
533
Woodmont Investment Counsel
Tennessee
$294K
FIAS
534
FinTrust Investment Advisory Services
South Carolina
$294K +$290K +3,140 New
Bessemer Group
535
Bessemer Group
New Jersey
$292K
BJL
536
Brighton Jones LLC
Washington
$292K +$289K +3,120 New
DIA
537
Denver Investment Advisors
Colorado
$287K +$24K +260 +9%
PAS
538
Partnervest Advisory Services
California
$286K -$5.92K -64 -2%
SAM
539
Silvercrest Asset Management
New York
$286K +$18.5K +200 +7%
PFGIA
540
Patriot Financial Group Insurance Agency
Massachusetts
$285K +$185 +2 +0.1%
FI
541
FormulaFolio Investments
Michigan
$282K -$2.04K -22 -0.7%
WSC
542
Wellington Shields & Co
New York
$281K
SCA
543
Sage Capital Advisors
South Dakota
$281K +$925 +10 +0.3%
AAS
544
Annex Advisory Services
Wisconsin
$279K -$2.22K -24 -0.8%
CAI
545
Capital Advisors Inc
Oklahoma
$276K -$149K -1,608 -35%
CFA
546
Camarda Financial Advisors
Florida
$276K -$32.3K -349 -11%
CTA
547
Chesley Taft & Associates
Illinois
$276K +$41.6K +450 +18%
PWW
548
Pettyjohn Wood & White
Virginia
$273K -$46.2K -500 -15%
FCCM
549
First City Capital Management
Georgia
$272K
DWA
550
Douglass Winthrop Advisors
New York
$267K

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.