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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
RWG
626
Regal Wealth Group
California
$169K +$1.29K +14 +0.8%
EWM
627
Edge Wealth Management
New York
$162K -$3.24K -35 -2%
OIA
628
OneDigital Investment Advisors
Kansas
$153K -$2.27M -24,519 -94%
WAM
629
Wealthspire Advisors (Maryland)
Maryland
$153K -$18.2K -197 -11%
HIIFS
630
Harel Insurance Investments & Financial Services
Israel
$147K +$139K +1,500 +2,273%
TCOV
631
Trust Company of Vermont
Vermont
$141K -$9.25K -100 -6%
PR
632
Payden & Rygel
California
$140K
CFD
633
Creative Financial Designs
Indiana
$138K -$8.23K -89 -6%
HDIM
634
Hanson & Doremus Investment Management
Vermont
$136K +$9.9K +107 +8%
AA
635
AlphaMark Advisors
Kentucky
$133K +$33.8K +365 +35%
JFA
636
JNBA Financial Advisors
Minnesota
$131K
BAM
637
Barrett Asset Management
New York
$129K -$27.7K -300 -18%
FFW
638
Fusion Family Wealth
New York
$128K -$49K -530 -28%
MMG
639
Monetary Management Group
Missouri
$121K +$1.39K +15 +1%
PAI
640
Pittenger & Anderson Inc
Nebraska
$119K -$6.94K -75 -6%
BFEC
641
Benjamin F. Edwards & Company
Missouri
$119K -$832 -9 -0.7%
FIB
642
First Interstate Bank
Montana
$116K +$68.4K +740 +148%
FA
643
Fortis Advisors
Pennsylvania
$113K +$112K +1,210 New
WEC
644
Winslow Evans & Crocker
Massachusetts
$105K -$200K -2,166 -66%
ATC
645
Adirondack Trust Company
New York
$102K
WOC
646
West Oak Capital
California
$98.3K -$19K -205 -16%
KF
647
Krilogy Financial
Missouri
$97K
MAM
648
Meeder Asset Management
Ohio
$95K
CB
649
Community Bank
New York
$90K -$53.2K -575 -38%
FPB
650
First PREMIER Bank
South Dakota
$90K

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.