We are live on ! Find out more
DVY icon

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
BSW
626
Buckingham Strategic Wealth
Missouri
$259K -$6.64K -68 -2%
STMM
627
South Texas Money Management
Texas
$258K -$27.9K -286 -10%
PCFFS
628
Pacific Center for Financial Services
California
$258K
CMP
629
Courage Miller Partners
Virginia
$258K +$9.57K +98 +4%
IC
630
Intersect Capital
California
$258K +$24.4K +250 +10%
CCMD
631
Cypress Capital Management (Delaware)
Delaware
$255K +$20.1K +206 +8%
SCP
632
Seizert Capital Partners
Michigan
$254K
BWM
633
BerganKDV Wealth Management
Minnesota
$252K -$112K -1,150 -30%
CF
634
Centaurus Financial
California
$252K -$80.2K -821 -24%
SSWM
635
Smith Salley Wealth Management
North Carolina
$251K +$258K +2,638 New
MCM
636
Murphy Capital Management
New Jersey
$248K -$16.5K -169 -6%
BFA
637
Benedict Financial Advisors
Georgia
$247K -$781 -8 -0.3%
PWW
638
Pettyjohn Wood & White
Virginia
$247K
Verition Fund Management
639
Verition Fund Management
Connecticut
$245K +$252K +2,579 New
FFC
640
First Financial Corp
Indiana
$244K
CAI
641
Capital Advisors Inc
Oklahoma
$243K -$50.4K -516 -17%
SCM
642
Schnieders Capital Management
California
$243K -$11.9K -122 -5%
RWG
643
Regal Wealth Group
California
$243K +$1.56K +16 +0.6%
DA
644
Doliver Advisors
Texas
$243K +$249K +2,551 New
M
645
MOTCO
Texas
$241K
EDRH
646
Edmond de Rothschild Holding
Switzerland
$240K -$196K -2,012 -44%
AOWM
647
Alpha Omega Wealth Management
Virginia
$240K -$9.67K -99 -4%
SFWA
648
Summit Financial Wealth Advisors
Louisiana
$240K +$8.4K +86 +4%
NSB
649
Norway Savings Bank
Maine
$239K -$31.7K -325 -11%
ZB
650
Zions Bancorporation
Utah
$238K

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.