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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
Stifel Financial
51
Stifel Financial
Missouri
$18.7M -$629K -6,838 -3%
IA
52
IFP Advisors
Florida
$18.4M +$1.94M +21,104 +12%
LW
53
Linscomb Wealth
Texas
$17.8M -$874K -9,501 -5%
PAG
54
Private Advisor Group
New Jersey
$17.7M -$10.4M -113,376 -37%
CCM
55
Covington Capital Management
California
$17.7M -$24.8M -269,270 -52%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$17.7M +$314K +3,417 +2%
FNBTCON
57
First National Bank & Trust Co of Newtown
Pennsylvania
$17.6M +$205K +2,230 +1%
V
58
Veritable
Delaware
$17.2M -$849K -9,237 -5%
HFA
59
High Falls Advisors
New York
$17.1M -$119K -1,291 -0.7%
AG
60
Advisor Group
Arizona
$17.1M -$175K -1,898 -1%
FAT
61
First American Trust
California
$16.9M +$1.86M +20,277 +12%
UCFA
62
United Capital Financial Advisors
Texas
$16.7M -$30.8K -335 -0.2%
Fiera Capital (Canada)
63
Fiera Capital (Canada)
Quebec, Canada
$15M -$3.5M -38,008 -19%
SAS
64
Stelac Advisory Services
New York
$14.7M -$56.3K -612 -0.4%
FTI
65
Fiduciary Trust International
Massachusetts
$14.5M +$585K +6,363 +4%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$13.8M +$745K +8,106 +6%
PP
67
Prudential plc
United Kingdom
$13.6M +$2.97M +32,250 +28%
CWM
68
Calamos Wealth Management
Illinois
$13.4M +$1.63M +17,694 +14%
TCM
69
Twele Capital Management
Minnesota
$13.2M -$113K -1,234 -0.9%
CA
70
Cumberland Advisors
Florida
$13.2M +$825K +8,975 +7%
Mariner
71
Mariner
Kansas
$13.1M +$485K +5,278 +4%
AWMS
72
Advocacy Wealth Management Services
Georgia
$12.1M -$2.69M -29,275 -18%
CA
73
Cetera Advisors
Colorado
$12M -$425K -4,618 -3%
IC
74
Iconiq Capital
California
$11.7M -$5.8M -63,057 -33%
NAM
75
NTV Asset Management
West Virginia
$11.4M +$41.4K +450 +0.4%

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.