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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
NEPWA
651
New England Private Wealth Advisors
Massachusetts
$238K +$1.76K +18 +0.7%
11A
652
10-15 Associates
New York
$236K -$9.08K -93 -4%
FFA
653
First Foundation Advisors
California
$235K -$66.9K -685 -22%
ABC
654
Associated Banc-Corp
Wisconsin
$233K
FWSM
655
First Wilshire Securities Management
California
$233K
WI
656
Wintrust Investments
Illinois
$231K -$82.8K -848 -26%
GWS
657
Glassman Wealth Services
Virginia
$230K
SPI
658
Santori & Peters Inc
Pennsylvania
$230K
WIC
659
Woodmont Investment Counsel
Tennessee
$228K -$72.2K -739 -24%
AFC
660
AFT Forsyth & Company
Florida
$224K
DSN
661
D. Scott Neal
Kentucky
$221K -$24.4K -250 -10%
PP
662
Paloma Partners
Connecticut
$219K +$225K +2,305 New
RT
663
Rockland Trust
Massachusetts
$218K -$2.44K -25 -1%
JFG
664
JMG Financial Group
Illinois
$218K
ECM
665
Elgethun Capital Management
South Dakota
$216K
SNT
666
Security National Trust
West Virginia
$214K
GP
667
Girard Partners
Pennsylvania
$211K
WKWM
668
Walter & Keenan Wealth Management
Indiana
$209K
AP
669
Appleton Partners
Massachusetts
$208K -$62K -635 -22%
NWM
670
Northwest Wealth Management
Iowa
$208K +$213K +2,180 New
GD
671
Grandfield & Dodd
New York
$205K -$3.91K -40 -2%
BCM
672
BTR Capital Management
California
$205K
CT
673
CPF Texas
Texas
$205K +$9.67K +99 +5%
JFA
674
Johanson Financial Advisors
California
$204K -$13.7K -140 -6%
SDWMA
675
Schneider Downs Wealth Management Advisors
Pennsylvania
$204K

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.