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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
DBT
651
Dubuque Bank & Trust
Iowa
$73K
VWA
652
V Wealth Advisors
Kansas
$73K +$73.6K +800 New
FCB
653
First Command Bank
Texas
$71K -$20.7K -225 -23%
FCFS
654
First Command Financial Services
Texas
$71K -$20.7K -225 -23%
CWM
655
Catamount Wealth Management
Connecticut
$67K
UBS AM
656
UBS AM
Illinois
$64.5K
BWA
657
Burt Wealth Advisors
Maryland
$64K +$18.4K +200 +40%
GRP
658
Global Retirement Partners
California
$64K +$43.2K +470 +171%
TFO
659
Tarbox Family Office
California
$61K +$61.2K +666 New
FBT
660
First Bank & Trust
South Dakota
$56K
LWA
661
Lowe Wealth Advisors
Maryland
$54K
HS
662
Horan Securities
United States
$53K
EWM
663
Endurance Wealth Management
Rhode Island
$52K
BAM
664
Bruderman Asset Management
New York
$52K +$52K +565 New
RCG
665
Ruggie Capital Group
Florida
$52K +$52.3K +569 New
MSFP
666
Mark Sheptoff Financial Planning
Connecticut
$51K -$92 -1 -0.2%
FMTCOCP
667
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50.7K
TC
668
Trust Company
Kansas
$50K
HI
669
Hudock Inc
Pennsylvania
$48K
FIB
670
First Interstate Bank
Montana
$46K
MIFH
671
Migdal Insurance & Financial Holdings
Israel
$45K -$1.1K -12 -2%
GAM
672
Gemmer Asset Management
California
$43K -$46.9K -510 -52%
APSP
673
Asset Planning Services (Pennsylvania)
Pennsylvania
$43K -$9.93K -108 -19%
ClearBridge Investments
674
ClearBridge Investments
New York
$37K
BC
675
Barnett & Company
Tennessee
$36K

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.