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iShares Select Dividend ETF

916 hedge funds and large institutions have $7.18B invested in iShares Select Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 270 increasing their positions, 332 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $36.2M | Put options by funds: $10.8M

66% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 38

2% more funds holding

Funds holding: 900916 (+16)

1% more capital invested

Capital invested by funds: $7.1B → $7.18B (+$86M)

0.29% less ownership

Funds ownership: 40.83%40.54% (-0.29%)

10% less funds holding in top 10

Funds holding in top 10: 5045 (-5)

19% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 332

Holders
916
Holders Change
+16
Holders Change %
+1.78%
% of All Funds
20.09%
Holding in Top 10
45
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-10%
% of All Funds
0.99%
New
63
Increased
270
Reduced
332
Closed
38
Calls
$36.2M
Puts
$10.8M
Net Calls
+$25.5M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
926
OneAscent Financial Services
Alabama
-$412K -4,136 Closed
MG
927
Mather Group
Illinois
-$269K -2,704 Closed
MWA
928
Meridian Wealth Advisors
Texas
-$265K -2,665 Closed
FA
929
Freestate Advisors
Kansas
-$248K -2,491 Closed
JFG
930
JMG Financial Group
Illinois
-$228K -2,294 Closed
CL
931
Choreo LLC
Illinois
-$224K -2,248 Closed
AIM
932
Axiom Investment Management
New York
-$215K -2,155 Closed
FNBOMD
933
First National Bank of Mount Dora
Florida
-$206K -2,072 Closed
DSN
934
D. Scott Neal
Kentucky
-$205K -2,055 Closed
SAM
935
Summit Asset Management
Tennessee
-$203K -2,043 Closed
RCG
936
Ruggie Capital Group
Florida
-$161K -1,616 Closed
EWA
937
Evolution Wealth Advisors
Florida
-$160K -1,600 Closed
LA
938
Legacy Advisors
Pennsylvania
-$142K -1,424 Closed
DWM
939
Destination Wealth Management
California
-$138K -1,390 Closed
EWM
940
Executive Wealth Management
Michigan
-$112K -1,121 Closed
DWM
941
Doyle Wealth Management
Florida
-$100K -1,001 Closed
KCPG
942
Kavar Capital Partners Group
Kansas
-$99K -997 Closed
MWC
943
MKD Wealth Coaches
Michigan
-$90K -907 Closed
SFG
944
SevenBridge Financial Group
Pennsylvania
-$87K -875 Closed
IWA
945
IBEX Wealth Advisors
New Jersey
-$72K -730 Closed
CFA
946
Camarda Financial Advisors
Florida
-$46K -460 Closed
Simplex Trading
947
Simplex Trading
Illinois
-$34K -349 Closed
NCM
948
Northstar Capital Management
New York
-$32K -325 Closed
PFO
949
Pathstone Family Office
New Jersey
-$30K -302 Closed
AP
950
Atwood & Palmer
Missouri
-$20K -200 Closed

DVY Hedge Fund Activity: Q3 2019 in Review

916 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2019, worth a combined $7.18B — up 1.2% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new DVY positions and 38 closed out — a net gain of 25 holders — while 270 added to existing stakes and 332 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $14.3M. The largest seller was Bank of Montreal, cutting an estimated $90.1M.

  • 916 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2019, up from 900 in Q2 2019.
  • Funds reported $7.18B of iShares Select Dividend ETF stock for Q3 2019, up 1.2% quarter-over-quarter.
  • 63 funds opened new iShares Select Dividend ETF positions in Q3 2019 and 38 closed out, a net change of +25 holders.
  • The largest iShares Select Dividend ETF buyer in Q3 2019 was Royal Bank of Canada, an estimated $14.3M added.
  • The largest iShares Select Dividend ETF seller in Q3 2019 was Bank of Montreal, an estimated $90.1M sold.

Based on aggregated 13F filings for Q3 2019.