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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
WOC
726
West Oak Capital
California
$99.9K +$103K +1,050 New
KF
727
Krilogy Financial
Missouri
$98K
FMII
728
Farmers & Merchants Investments Inc
Nebraska
$96K -$24.4K -250 -20%
IBOK
729
Independence Bank of Kentucky
Kentucky
$95K -$28.3K -290 -22%
MAM
730
Meeder Asset Management
Ohio
$95K
KCPG
731
Kavar Capital Partners Group
Kansas
$95K +$97.4K +997 New
AF
732
Advisornet Financial
Minnesota
$92K +$4.39K +45 +5%
CB
733
Community Bank
New York
$91K
FPB
734
First PREMIER Bank
South Dakota
$91K
HDIM
735
Hanson & Doremus Investment Management
Vermont
$89K -$41K -420 -31%
SWPG
736
Strategic Wealth Partners Group
Illinois
$84.3K +$86.4K +885 New
HFP
737
Holistic Financial Partners
Indiana
$79K
WAM
738
Watermark Asset Management
California
$79K +$293 +3 +0.4%
BAM
739
Bruderman Asset Management
New York
$79K +$80.7K +826 New
SIAS
740
Shine Investment Advisory Services
Colorado
$77K -$28.3K -290 -26%
CCM
741
Cribstone Capital Management
Maine
$77K -$4.88K -50 -6%
TIM
742
Tortoise Investment Management
New York
$76K -$1.95K -20 -2%
BWM
743
Baystate Wealth Management
Massachusetts
$74K
FCFS
744
First Command Financial Services
Texas
$74K
FCB
745
First Command Bank
Texas
$73.7K
VCM
746
Vigilant Capital Management
Maine
$69K -$19.7K -202 -22%
GAM
747
Gemmer Asset Management
California
$69K -$19.2K -197 -21%
CWM
748
Catamount Wealth Management
Connecticut
$69K
SIS
749
Sound Income Strategies
Florida
$67K -$8.4K -86 -11%
BWA
750
Burt Wealth Advisors
Maryland
$67K

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.