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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
TC
676
Trust Company
Kansas
$50K
HI
677
Hudock Inc
Pennsylvania
$49K
MIFH
678
Migdal Insurance & Financial Holdings
Israel
$46K
APSP
679
Asset Planning Services (Pennsylvania)
Pennsylvania
$44K +$92 +1 +0.2%
AIM
680
Arcadia Investment Management
Michigan
$43K -$250K -2,706 -85%
DBT
681
Dubuque Bank & Trust
Iowa
$37K -$36.1K -390 -49%
BC
682
Barnett & Company
Tennessee
$37K
ClearBridge Investments
683
ClearBridge Investments
New York
$37K
CGT
684
Capital Guardian Trust
California
$37K +$37K +400 New
PSC
685
Prentiss Smith & Co
Vermont
$36K
BWA
686
BDO Wealth Advisors
Florida
$34K -$740K -8,005 -96%
Carson Wealth (CWM LLC)
687
Carson Wealth (CWM LLC)
Nebraska
$32K
GWA
688
Guidant Wealth Advisors
Illinois
$31K
LA
689
Legacy Advisors
Pennsylvania
$30K
HWP
690
Hefty Wealth Partners
Indiana
$30K +$29.8K +322 New
MFBTD
691
MB Financial Bank - Trust Department
Illinois
$28K
PA
692
Perennial Advisors
New York
$28K
TRCT
693
Tower Research Capital (TRC)
New York
$25K +$24.4K +264 New
EFSCE
694
Enterprise Financial Services Corp (EFSC)
Missouri
$23K
AWMS
695
Advocacy Wealth Management Services
Georgia
$22K -$12.1M -130,465 -100%
TCM
696
Tradewinds Capital Management
Washington
$21K +$9.25K +100 +83%
JCM
697
Jacobi Capital Management
Pennsylvania
$21K +$20.5K +222 New
MRCM
698
M&R Capital Management
New Jersey
$20K
LNWWM
699
Laird Norton Wetherby Wealth Management
California
$20K +$19.4K +210 New
MFT
700
Moisand Fitzgerald Tamayo
Florida
$20K +$19.8K +214 New

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.