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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
PSC
676
Prentiss Smith & Co
Vermont
$35K
Carson Wealth (CWM LLC)
677
Carson Wealth (CWM LLC)
Nebraska
$31K
GWA
678
Guidant Wealth Advisors
Illinois
$30K
LA
679
Legacy Advisors
Pennsylvania
$29K
MFBTD
680
MB Financial Bank - Trust Department
Illinois
$28K
PA
681
Perennial Advisors
New York
$28K
First Manhattan
682
First Manhattan
New York
$26K +$5.88K +64 +29%
EFSCE
683
Enterprise Financial Services Corp (EFSC)
Missouri
$23K
MRCM
684
M&R Capital Management
New Jersey
$20K +$276 +3 +1%
HCM
685
Highlander Capital Management
New Jersey
$19K
MDCM
686
Morgan Dempsey Capital Management
Wisconsin
$16K +$16.1K +175 New
DPA
687
Delphi Private Advisors
California
$15K
TCM
688
Tradewinds Capital Management
Washington
$11K
PFSC
689
Peoples Financial Services Corp
Pennsylvania
$9K -$34.5K -375 -79%
CBT
690
Central Bank & Trust
Kentucky
$9K -$32.2K -350 -78%
DAM
691
Delta Asset Management
Tennessee
$9K
DOA
692
D'Orazio & Associates
Virginia
$9K
KTC
693
Kistler-Tiffany Companies
Pennsylvania
$9K
QAM
694
QCI Asset Management
New York
$9K
TDC
695
Thompson Davis & Co
Virginia
$9K
LWM
696
Lenox Wealth Management
Ohio
$8K +$8.46K +92 New
BC
697
Bartlett & Co
Ohio
$6K -$36.8K -400 -87%
HIIFS
698
Harel Insurance Investments & Financial Services
Israel
$6K
CP
699
Corbenic Partners
Pennsylvania
$5K -$8.37K -91 -64%
VCM
700
Vivaldi Capital Management
Illinois
$3.3K -$817K -8,886 -20%

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.