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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
BCM
601
BTR Capital Management
California
$211K
ECML
602
Eagle Capital Management (Louisiana)
Louisiana
$211K
SNT
603
Security National Trust
West Virginia
$211K
FCBT
604
First Citizens Bank & Trust
North Carolina
$211K +$209K +2,255 New
BSW
605
Buckingham Strategic Wealth
Missouri
$210K
BP
606
Ballentine Partners
Massachusetts
$206K -$245K -2,650 -55%
WKWM
607
Walter & Keenan Wealth Management
Indiana
$206K
AWM
608
AllSquare Wealth Management
New York
$206K +$204K +2,203 New
GD
609
Grandfield & Dodd
New York
$205K
PMG
610
ProVise Management Group
Florida
$204K -$268K -2,900 -57%
WSFS
611
Wilmington Savings Fund Society
Delaware
$204K +$202K +2,180 New
HCA
612
Harbour Capital Advisors
Virginia
$202K -$17.5K -189 -8%
SDWMA
613
Schneider Downs Wealth Management Advisors
Pennsylvania
$201K +$199K +2,149 New
CA
614
Commerzbank Aktiengesellschaft
Germany
$201K +$199K +2,150 New
MA
615
MCF Advisors
Kentucky
$194K +$9.99K +108 +6%
SA
616
SRH Advisors
Kansas
$191K
PCP
617
Proficio Capital Partners
Massachusetts
$187K
OSNBOA
618
Old Second National Bank of Aurora
Illinois
$184K
KPCM
619
Kings Point Capital Management
New York
$180K
LWA
620
Lenox Wealth Advisors
New York
$180K +$178K +1,923 New
CDIA
621
Capital Directions Investment Advisors
Georgia
$178K -$5.18K -56 -3%
AIA
622
Armor Investment Advisors
North Carolina
$177K
MWM
623
MinichMacGregor Wealth Management
New York
$177K
IP
624
Intellectus Partners
California
$176K
WIM
625
Westside Investment Management
California
$173K +$185 +2 +0.1%

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.