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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
VIP
576
Vantage Investment Partners
Missouri
$311K -$16.4K -168 -5%
FIAS
577
FinTrust Investment Advisory Services
South Carolina
$311K
BFPW
578
BOK Financial Private Wealth
Colorado
$309K
JIP
579
Jaffetilchin Investment Partners
Florida
$308K +$4.2K +43 +1%
DAC
580
Dividend Assets Capital
South Carolina
$307K +$59.7K +611 +23%
IWA
581
Intercontinental Wealth Advisors
Texas
$306K -$18.6K -190 -6%
PBO
582
Peoples Bank (Ohio)
Ohio
$306K
PMG
583
ProVise Management Group
Florida
$306K +$4.88K +50 +2%
SIC
584
Sigma Investment Counselors
Michigan
$304K
FT
585
Fiduciary Trust
Massachusetts
$303K +$311K +3,186 New
SYBT
586
Stock Yards Bank & Trust
Kentucky
$302K -$170K -1,745 -35%
WTB
587
Washington Trust Bank
Washington
$301K -$31.2K -320 -9%
NB
588
Northwest Bancshares
Pennsylvania
$300K
NPF
589
Norris Perne & French
Michigan
$299K -$2.44K -25 -0.8%
AI
590
Accredited Investors
Minnesota
$299K
Bessemer Group
591
Bessemer Group
New Jersey
$296K
VHAM
592
Van Hulzen Asset Management
California
$295K +$33.2K +340 +12%
MWM
593
Mascoma Wealth Management
New Hampshire
$294K -$98.7K -1,011 -25%
PTC
594
Philadelphia Trust Company
Pennsylvania
$294K +$29.3K +300 +11%
FI
595
FormulaFolio Investments
Michigan
$292K -$27.3K -280 -8%
SAM
596
Silvercrest Asset Management
New York
$291K -$36.1K -370 -11%
PG
597
Patten Group
Tennessee
$291K -$28.3K -290 -9%
PA
598
PFG Advisors
Arizona
$291K +$11.1K +114 +4%
SCP
599
Silverleafe Capital Partners
Tennessee
$291K +$12.3K +126 +4%
SCA
600
Sage Capital Advisors
South Dakota
$288K +$1.66K +17 +0.6%

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.