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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
WI
551
Wintrust Investments
Illinois
$266K -$61.5K -665 -19%
CMP
552
Courage Miller Partners
Virginia
$265K -$10.9K -118 -4%
CFA
553
Carroll Financial Associates
North Carolina
$265K -$8.05K -87 -3%
AP
554
Appleton Partners
Massachusetts
$265K
HL
555
HeadInvest LLC
Maine
$265K
NSB
556
Norway Savings Bank
Maine
$263K -$6.94K -75 -3%
FA
557
FDx Advisors
Illinois
$262K -$423K -4,576 -62%
PCFFS
558
Pacific Center for Financial Services
California
$262K
MCM
559
Murphy Capital Management
New Jersey
$261K -$11.7K -126 -4%
TTWM
560
TCV Trust & Wealth Management
Virginia
$260K +$22.7K +245 +10%
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$259K -$6.94K -75 -3%
PTC
562
Philadelphia Trust Company
Pennsylvania
$259K +$925 +10 +0.4%
JG
563
Jefferies Group
New York
$258K +$9.25K +100 +4%
11A
564
10-15 Associates
New York
$257K +$29K +314 +13%
SAM
565
SignalPoint Asset Management
Missouri
$257K +$255K +2,752 New
1SB
566
1ST Source Bank
Indiana
$256K
BBHC
567
Brown Brothers Harriman & Co
New York
$255K
AL
568
Aspiriant LLC
California
$252K -$54.2K -586 -18%
WTC
569
WhitTier Trust Company
Nevada
$252K
BFA
570
Benedict Financial Advisors
Georgia
$251K -$59.6K -644 -19%
SCP
571
Seizert Capital Partners
Michigan
$250K -$271K -2,925 -52%
AOWM
572
Alpha Omega Wealth Management
Virginia
$249K -$3.7K -40 -1%
VFA
573
Valeo Financial Advisors
Indiana
$248K +$245K +2,652 New
DAC
574
Dividend Assets Capital
South Carolina
$245K +$19.9K +215 +9%
CWM
575
Cabot Wealth Management
Massachusetts
$244K

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.