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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
VCM
651
Vigilant Capital Management
Maine
$87K
BWP
652
Baldwin Wealth Partners
Massachusetts
$84K
CG
653
Cutler Group
California
$84K +$83.2K +900 New
WAM
654
Watermark Asset Management
California
$82K -$11.6K -125 -12%
CTB
655
Country Trust Bank
Illinois
$81K
RWA
656
Ropes Wealth Advisors
Massachusetts
$79K
CCM
657
Cribstone Capital Management
Maine
$78K
TIM
658
Tortoise Investment Management
New York
$77K
SIAS
659
Shine Investment Advisory Services
Colorado
$76K
FCB
660
First Command Bank
Texas
$73K
FCFS
661
First Command Financial Services
Texas
$73K
BWM
662
Baystate Wealth Management
Massachusetts
$72K -$3.24K -35 -4%
CWM
663
Catamount Wealth Management
Connecticut
$68K
GRP
664
Global Retirement Partners
California
$67K +$4.16K +45 +6%
GAM
665
Gemmer Asset Management
California
$67K +$22.4K +242 +51%
BWA
666
Burt Wealth Advisors
Maryland
$66K
UBS AM
667
UBS AM
Illinois
$65.6K
TFO
668
Tarbox Family Office
California
$62K
HS
669
Horan Securities
United States
$58K +$3.15K +34 +6%
First Manhattan
670
First Manhattan
New York
$58K +$31.3K +338 +118%
FBT
671
First Bank & Trust
South Dakota
$57K
LWA
672
Lowe Wealth Advisors
Maryland
$55K
EWM
673
Endurance Wealth Management
Rhode Island
$52K
MSFP
674
Mark Sheptoff Financial Planning
Connecticut
$52K
FMTCOCP
675
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$51.5K

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.