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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
FWSM
576
First Wilshire Securities Management
California
$226K
11A
577
10-15 Associates
New York
$224K -$181K -1,964 -45%
IPC
578
Independent Portfolio Consultants
Florida
$224K -$112K -1,220 -33%
GWS
579
Glassman Wealth Services
Virginia
$223K
DAC
580
Dividend Assets Capital
South Carolina
$221K
GAG
581
GM Advisory Group
New York
$219K +$218K +2,376 New
RT
582
Rockland Trust
Massachusetts
$218K -$6.9K -75 -3%
MLIC
583
Mandatum Life Insurance Company
Finland
$217K -$47.1K -512 -18%
HCA
584
Harbour Capital Advisors
Virginia
$216K
AI
585
Accredited Investors
Minnesota
$215K
LWAC
586
Laurel Wealth Advisors (California)
California
$215K +$1.56K +17 +0.7%
JFG
587
JMG Financial Group
Illinois
$212K
IAS
588
IMA Advisory Services
Colorado
$211K -$54.5K -593 -21%
JFA
589
Johanson Financial Advisors
California
$210K +$552 +6 +0.3%
ECM
590
Elgethun Capital Management
South Dakota
$209K
BCM
591
BTR Capital Management
California
$208K
SNT
592
Security National Trust
West Virginia
$207K
GP
593
Girard Partners
Pennsylvania
$207K +$206K +2,241 New
BSW
594
Buckingham Strategic Wealth
Missouri
$207K +$206K +2,242 New
ECML
595
Eagle Capital Management (Louisiana)
Louisiana
$207K +$207K +2,250 New
KFC
596
Klingenstein Fields & Co
New York
$203K
WKWM
597
Walter & Keenan Wealth Management
Indiana
$203K
GD
598
Grandfield & Dodd
New York
$202K +$202K +2,193 New
FNT
599
First Nebraska Trust
Nebraska
$201K -$24.6K -267 -11%
SM
600
Sciencast Management
New Jersey
$201K +$200K +2,180 New

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.