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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
FFC
576
First Financial Corp
Indiana
$240K +$55.5K +600 +30%
M
577
MOTCO
Texas
$237K
GHAM
578
Gilman Hill Asset Management
Connecticut
$234K
CCMD
579
Cypress Capital Management (Delaware)
Delaware
$232K +$229K +2,475 New
FNT
580
First Nebraska Trust
Nebraska
$231K +$26.4K +285 +13%
IC
581
Intersect Capital
California
$230K -$17.6K -190 -7%
FWSM
582
First Wilshire Securities Management
California
$229K
BBA
583
BLB&B Advisors
Pennsylvania
$229K +$227K +2,450 New
RMCM
584
Reynders McVeigh Capital Management
Massachusetts
$229K +$227K +2,450 New
GWS
585
Glassman Wealth Services
Virginia
$226K
GP
586
Girard Partners
Pennsylvania
$224K +$14.3K +155 +7%
GAG
587
GM Advisory Group
New York
$223K
NB
588
NBT Bank
New York
$222K -$41.9K -453 -16%
RT
589
Rockland Trust
Massachusetts
$221K
SM
590
Sciencast Management
New Jersey
$220K +$12.9K +140 +6%
LWAC
591
Laurel Wealth Advisors (California)
California
$219K
CCT
592
Chemung Canal Trust
New York
$217K +$214K +2,310 New
SFP
593
Shepherd Financial Partners
Massachusetts
$216K +$212K +2,291 New
JFG
594
JMG Financial Group
Illinois
$215K
JIC
595
JRM Investment Counsel
Nebraska
$215K +$213K +2,300 New
ACP
596
Aveo Capital Partners
Colorado
$214K +$211K +2,283 New
ECM
597
Elgethun Capital Management
South Dakota
$213K
JFA
598
Johanson Financial Advisors
California
$213K +$555 +6 +0.3%
BAM
599
Belpointe Asset Management
Nevada
$213K +$210K +2,271 New
FEG
600
Financial Enhancement Group
Indiana
$211K -$23.9K -258 -10%

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.