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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
PAG
51
Private Advisor Group
New Jersey
$19.5M +$1.27M +13,753 +7%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$19.4M +$1.44M +15,553 +8%
UCFA
53
United Capital Financial Advisors
Texas
$18.8M +$1.73M +18,687 +10%
IA
54
IFP Advisors
Florida
$18.5M -$163K -1,757 -0.9%
FNBTCON
55
First National Bank & Trust Co of Newtown
Pennsylvania
$18.3M +$434K +4,688 +2%
NSIM
56
North Star Investment Management
Illinois
$18.1M -$2.29M -24,743 -11%
HFA
57
High Falls Advisors
New York
$17.8M +$383K +4,138 +2%
LW
58
Linscomb Wealth
Texas
$17.5M -$599K -6,474 -3%
V
59
Veritable
Delaware
$17M -$403K -4,356 -2%
AG
60
Advisor Group
Arizona
$17M -$356K -3,850 -2%
SAS
61
Stelac Advisory Services
New York
$15.7M +$803K +8,684 +5%
PP
62
Prudential plc
United Kingdom
$14.9M +$1.07M +11,550 +8%
FTI
63
Fiduciary Trust International
Massachusetts
$14.6M -$126K -1,363 -0.9%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$13.9M -$80.3K -868 -0.6%
CWM
65
Calamos Wealth Management
Illinois
$13.8M +$189K +2,043 +1%
TCM
66
Twele Capital Management
Minnesota
$13.4M
TSS
67
Two Sigma Securities
New York
$13.3M +$11.6M +125,254 +755%
Mariner
68
Mariner
Kansas
$13.2M -$94.8K -1,025 -0.7%
Two Sigma Investments
69
Two Sigma Investments
New York
$12.9M +$12.7M +137,621 New
CA
70
Cumberland Advisors
Florida
$12.2M -$1.16M -12,590 -9%
IC
71
Iconiq Capital
California
$11.8M
NAM
72
NTV Asset Management
West Virginia
$11.6M +$13.9K +150 +0.1%
CA
73
Cetera Advisors
Colorado
$11.5M -$680K -7,347 -6%
BTS
74
BB&T Securities
Virginia
$10.5M +$1.66M +17,897 +19%
Two Sigma Advisers
75
Two Sigma Advisers
New York
$10.3M +$2.25M +24,300 +28%

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.