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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
CWM
601
Concert Wealth Management
California
$200K -$2.75M -29,926 -93%
BA
602
BKS Advisors
Michigan
$200K +$200K +2,174 New
SA
603
SRH Advisors
Kansas
$188K
PCP
604
Proficio Capital Partners
Massachusetts
$185K
HCM
605
HMS Capital Management
Tennessee
$184K +$184K +2,000 New
FFC
606
First Financial Corp
Indiana
$181K -$206K -2,239 -53%
CDIA
607
Capital Directions Investment Advisors
Georgia
$181K -$149K -1,625 -45%
OSNBOA
608
Old Second National Bank of Aurora
Illinois
$181K
MA
609
MCF Advisors
Kentucky
$181K +$59.9K +651 +50%
KPCM
610
Kings Point Capital Management
New York
$177K
FFW
611
Fusion Family Wealth
New York
$175K -$4.6K -50 -3%
FT
612
Fiduciary Trust
Massachusetts
$174K -$66K -718 -28%
MWM
613
MinichMacGregor Wealth Management
New York
$174K -$5.33K -58 -3%
AIA
614
Armor Investment Advisors
North Carolina
$174K
IP
615
Intellectus Partners
California
$174K +$173K +1,884 New
WAM
616
Wealthspire Advisors (Maryland)
Maryland
$169K +$15.4K +167 +10%
WIM
617
Westside Investment Management
California
$168K +$276 +3 +0.2%
RWG
618
Regal Wealth Group
California
$166K -$2.85K -31 -2%
EWM
619
Edge Wealth Management
New York
$162K +$44.1K +480 +37%
Schroder Investment Management Group
620
Schroder Investment Management Group
United Kingdom
$158K
BAM
621
Barrett Asset Management
New York
$154K -$18.4K -200 -11%
TCOV
622
Trust Company of Vermont
Vermont
$148K
CFD
623
Creative Financial Designs
Indiana
$144K -$11.5K -125 -7%
AP
624
Atwood & Palmer
Missouri
$142K
CB
625
Community Bank
New York
$141K

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.