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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
FCC
726
Florin Court Capital
United Kingdom
-$1.17M -12,637 Closed
FTIOP
727
Fiduciary Trust International of Pennsylvania
Pennsylvania
-$1.1M -11,889 Closed
TI
728
Telemetry Investments
New York
-$1.01M -11,000 Closed
SCA
729
Salient Capital Advisors
Texas
-$984K -10,672 Closed
EFS
730
Essex Financial Services
Connecticut
-$967K -10,483 Closed
SCA
731
Stillwater Capital Advisors
Pennsylvania
-$918K -9,956 Closed
TCM
732
Tuttle Capital Management
Connecticut
-$618K -6,700 Closed
AG
733
Aperio Group
California
-$599K -6,498 Closed
WPC
734
White Pine Capital
Minnesota
-$532K -5,773 Closed
Allianz Asset Management
735
Allianz Asset Management
Germany
-$460K -5,000 Closed
PSUF
736
People's United Financial
Connecticut
-$422K -4,580 Closed
DWM
737
Destination Wealth Management
California
-$323K -3,504 Closed
TC
738
Telemus Capital
Michigan
-$314K -3,404 Closed
MHI
739
Miller Howard Investments
New York
-$303K -3,284 Closed
S
740
SignatureFD
Georgia
-$299K -3,243 Closed
SXL
741
Summit X LLC
Missouri
-$286K -3,121 Closed
SFSG
742
Stearns Financial Services Group
North Carolina
-$281K -3,047 Closed
DDPIC
743
Deroy & Devereaux Private Investment Counsel
Michigan
-$242K -2,625 Closed
MLIC
744
Mandatum Life Insurance Company
Finland
-$217K -2,353 Closed
IAS
745
IMA Advisory Services
Colorado
-$211K -2,288 Closed
CWM
746
Concert Wealth Management
California
-$200K -2,176 Closed
BA
747
BKS Advisors
Michigan
-$200K -2,174 Closed
FT
748
Fiduciary Trust
Massachusetts
-$174K -1,886 Closed
Schroder Investment Management Group
749
Schroder Investment Management Group
United Kingdom
-$158K -1,720 Closed
PS
750
Portfolio Solutions
Michigan
-$138K -1,500 Closed

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.