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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
CBT
701
Capital Bank & Trust
California
$152K
MMG
702
Monetary Management Group
Missouri
$152K +$9.77K +100 +7%
AA
703
AlphaMark Advisors
Kentucky
$144K
PGWM
704
Parisi Gray Wealth Management
New Jersey
$143K
PR
705
Payden & Rygel
California
$143K
CFD
706
Creative Financial Designs
Indiana
$140K
TCOV
707
Trust Company of Vermont
Vermont
$138K
ATC
708
Adirondack Trust Company
New York
$136K
LA
709
Legacy Advisors
Pennsylvania
$136K +$107K +1,099 +338%
JFA
710
JNBA Financial Advisors
Minnesota
$134K
DWM
711
Destination Wealth Management
California
$133K +$137K +1,399 New
FFW
712
Fusion Family Wealth
New York
$130K
EWM
713
Edge Wealth Management
New York
$126K
ME
714
McIlrath & Eck
Washington
$126K
AWA
715
Acorn Wealth Advisors
Michigan
$123K +$488 +5 +0.4%
BFEC
716
Benjamin F. Edwards & Company
Missouri
$121K -$1.85K -19 -1%
PAI
717
Pittenger & Anderson Inc
Nebraska
$121K
FIB
718
First Interstate Bank
Montana
$118K
FA
719
Fortis Advisors
Pennsylvania
$115K
MOS
720
MGO One Seven
Ohio
$113K +$14.6K +150 +14%
BAM
721
Barrett Asset Management
New York
$112K
FEG
722
Financial Enhancement Group
Indiana
$111K -$99.9K -1,023 -47%
S
723
SignatureFD
Georgia
$102K +$104K +1,070 New
WEC
724
Winslow Evans & Crocker
Massachusetts
$101K
PWAG
725
Polaris Wealth Advisory Group
California
$100K +$103K +1,050 New

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.