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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
UBS AM
751
UBS AM
Illinois
$66.6K
TFO
752
Tarbox Family Office
California
$63K
PCM
753
Princeton Capital Management
New Jersey
$61K +$63K +645 New
FNB
754
Farmers National Bank
Kentucky
$58K
FBT
755
First Bank & Trust
South Dakota
$58K
HS
756
Horan Securities
United States
$58K
TL
757
TrueWealth LLC
Georgia
$57K -$7.42K -76 -11%
WP
758
WealthShield Partners
North Carolina
$56K -$16.1K -165 -22%
LWA
759
Lowe Wealth Advisors
Maryland
$56K
SFC
760
SYM Financial Corp
Indiana
$53K -$19.3K -198 -26%
EWM
761
Endurance Wealth Management
Rhode Island
$53K
FMTCOCP
762
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$52.3K
MSFP
763
Mark Sheptoff Financial Planning
Connecticut
$52K
TC
764
Trust Company
Kansas
$51K
HI
765
Hudock Inc
Pennsylvania
$50K
APSP
766
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K +$98 +1 +0.2%
AIM
767
Arcadia Investment Management
Michigan
$44K
WF
768
WealthTrust Fairport
Ohio
$44K +$45.2K +463 New
TFS
769
TrustCore Financial Services
Tennessee
$42K -$1.27K -13 -3%
WWMSC
770
Wagner Wealth Management (South Carolina)
South Carolina
$41K
HWP
771
Hefty Wealth Partners
Indiana
$40K -$11.5K -118 -22%
SWMG
772
Signature Wealth Management Group
Georgia
$39K
AWM
773
Aevitas Wealth Management
Massachusetts
$39K +$293 +3 +0.7%
ClearBridge Investments
774
ClearBridge Investments
New York
$38K
DBT
775
Dubuque Bank & Trust
Iowa
$38K

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.