We are live on ! Find out more
DVY icon

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
JA
776
JOYN Advisors
Georgia
$38K +$39.4K +404 New
BC
777
Barnett & Company
Tennessee
$37K
BWP
778
Baldwin Wealth Partners
Massachusetts
$35K -$49K -502 -57%
RWP
779
RWA Wealth Partners
Massachusetts
$34K +$34.7K +355 New
ANBT
780
American National Bank & Trust
Texas
$33K +$34.2K +350 New
GRP
781
Global Retirement Partners
California
$30K -$45.9K -470 -59%
POIA
782
Pin Oak Investment Advisors
Texas
$30K
PA
783
Perennial Advisors
New York
$29K
TFA
784
Toth Financial Advisory
Virginia
$25K +$195 +2 +0.8%
EFSCE
785
Enterprise Financial Services Corp (EFSC)
Missouri
$24K
KFA
786
Kabarec Financial Advisors
Illinois
$22K
JCM
787
Jacobi Capital Management
Pennsylvania
$21K +$98 +1 +0.4%
TCM
788
Tradewinds Capital Management
Washington
$21K +$98 +1 +0.5%
MRCM
789
M&R Capital Management
New Jersey
$21K +$195 +2 +0.9%
MFT
790
Moisand Fitzgerald Tamayo
Florida
$20K
TDC
791
Thompson Davis & Co
Virginia
$20K
AP
792
Atwood & Palmer
Missouri
$19K
HCM
793
Highlander Capital Management
New Jersey
$19K
HR
794
Howe & Rusling
New York
$19K +$19.5K +200 New
MDCM
795
Morgan Dempsey Capital Management
Wisconsin
$16.6K
AC
796
Avestar Capital
New York
$12K
TC
797
Trilogy Capital
California
$12K +$11.8K +121 New
CBT
798
Central Bank & Trust
Kentucky
$10K
DAM
799
Delta Asset Management
Tennessee
$10K
QAM
800
QCI Asset Management
New York
$10K

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.