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iShares Select Dividend ETF

817 hedge funds and large institutions have $6.46B invested in iShares Select Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 229 increasing their positions, 363 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $22.5M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 823817 (-6)

0.82% less ownership

Funds ownership: 39.43%38.6% (-0.82%)

8% less capital invested

Capital invested by funds: $7.06B → $6.46B (-$596M)

13% less funds holding in top 10

Funds holding in top 10: 5447 (-7)

37% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 363

Holders
817
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
18.73%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
1.08%
New
50
Increased
229
Reduced
363
Closed
50
Calls
$24.8M
Puts
$22.5M
Net Calls
+$2.35M
Net Calls Change
-$9.75M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
526
Corrado Advisors
New Jersey
$391K -$129K -1,317 -24%
CCT
527
Capital City Trust
Florida
$391K +$19.5K +200 +5%
SS
528
Sunbelt Securities
Texas
$389K -$4.3K -44 -1%
CA
529
Cambridge Advisors
Nebraska
$388K
FA
530
FC Advisory
Pennsylvania
$388K +$781 +8 +0.2%
DC
531
DeDora Capital
California
$384K +$75.9K +777 +24%
Luther King Capital Management (LKCM)
532
Luther King Capital Management (LKCM)
Texas
$383K -$924K -9,465 -70%
IFA
533
Interactive Financial Advisors
Illinois
$381K +$38.8K +397 +11%
MPPLM
534
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$379K -$67.2K -688 -15%
CIAS
535
Capital Investment Advisory Services
North Carolina
$379K +$51.1K +523 +15%
UR
536
USCA RIA
Texas
$371K -$1.47K -15 -0.4%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$371K +$8.3K +85 +2%
SC
538
Searle & Co
Connecticut
$367K
UBV
539
United Bank (Virginia)
Virginia
$365K -$129K -1,325 -26%
BBA
540
BLB&B Advisors
Pennsylvania
$363K +$373K +3,818 New
BA
541
Bristlecone Advisors
Washington
$362K -$309K -3,169 -45%
CCA
542
Clearwater Capital Advisors
Illinois
$360K -$9.77K -100 -3%
PFA
543
Paradigm Financial Advisors
Missouri
$360K +$8.59K +88 +2%
PIM
544
Penobscot Investment Management
Massachusetts
$356K +$36K +369 +11%
KC
545
Kingfisher Capital
North Carolina
$355K +$781 +8 +0.2%
BJL
546
Brighton Jones LLC
Washington
$351K +$75.9K +777 +27%
KFC
547
Klingenstein Fields & Co
New York
$349K
SFG
548
SNS Financial Group
Minnesota
$348K -$20.5K -210 -5%
MLL
549
Moody Lynn & Lieberson
Massachusetts
$348K
IAMOG
550
Investors Asset Management of Georgia
Georgia
$347K

DVY Hedge Fund Activity: Q1 2018 in Review

817 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2018, worth a combined $6.46B — down 8.4% from $7.06B a quarter earlier.

Fund positioning in DVY was balanced in Q1 2018: 50 funds opened new positions, 50 closed out, 229 added to existing stakes and 363 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.3M. The largest seller was Suntrust Banks, cutting an estimated $66.6M.

  • 817 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2018, down from 823 in Q4 2017.
  • Funds reported $6.46B of iShares Select Dividend ETF stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 50 funds opened new iShares Select Dividend ETF positions in Q1 2018 and 50 closed out, a net change of 0 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2018 was Goldman Sachs, an estimated $19.3M added.
  • The largest iShares Select Dividend ETF seller in Q1 2018 was Suntrust Banks, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2018.