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iShares Select Dividend ETF

705 hedge funds and large institutions have $6.52B invested in iShares Select Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 216 increasing their positions, 290 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $11.9M

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

0% more capital invested

Capital invested by funds: $6.51B → $6.52B (+$6.65M)

0% more funds holding in top 10

Funds holding in top 10: 4545 (0)

0.03% less ownership

Funds ownership: 38.29%38.27% (-0.03%)

0% less funds holding

Funds holding: 707705 (-2)

26% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 290

Holders
705
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
17.58%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.12%
New
43
Increased
216
Reduced
290
Closed
37
Calls
$36.6M
Puts
$11.9M
Net Calls
+$24.7M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
76
Mariner Independent Advisor Network
Kansas
$10.1M +$10.1M +109,697 New
Creative Planning
77
Creative Planning
Kansas
$9.83M -$49.7K -541 -0.5%
MM
78
Main Management
California
$9.75M +$541K +5,878 +6%
HNB
79
Huntington National Bank
Ohio
$9.68M -$1.49M -16,239 Closed
BWFA
80
Baltimore-Washington Financial Advisors
Maryland
$9.67M +$367K +3,991 +4%
CI
81
Conning Inc
Connecticut
$9.22M
NPC
82
National Planning Corporation
California
$8.98M +$466K +5,072 +6%
BTS
83
BB&T Securities
Virginia
$8.72M +$3.15M +34,303 +57%
LP
84
LGL Partners
Pennsylvania
$8.32M -$2.48M -27,005 -23%
BFA
85
Beaumont Financial Advisors
Massachusetts
$8.19M +$546K +5,937 +7%
DSN
86
D. Scott Neal
Kentucky
$8.14M -$45.7K -497 -0.6%
MML Investors Services
87
MML Investors Services
Massachusetts
$8.12M +$8.1M +88,055 New
AF
88
Allworth Financial
California
$8.11M -$767K -8,338 -9%
MA
89
MUFG Americas
New York
$8.1M -$369K -4,012 -4%
DBIA
90
Dumont & Blake Investment Advisors
New Jersey
$8.01M -$38.2K -415 -0.5%
RPGK
91
Retirement Planning Group (Kansas)
Kansas
$7.88M -$90.5K -984 -1%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$7.88M +$2.26M +24,600 +40%
LF
93
Lee Financial
Texas
$7.78M -$213K -2,314 -3%
KIA
94
KCM Investment Advisors
California
$7.68M +$15.2K +165 +0.2%
CIBC World Market
95
CIBC World Market
Ontario, Canada
$7.45M -$22.1K -240 -0.3%
SPC
96
Sigma Planning Corp
Michigan
$7.13M -$78.6K -855 -1%
William Blair & Company
97
William Blair & Company
Illinois
$7.07M -$484K -5,261 -6%
Citigroup
98
Citigroup
New York
$6.96M -$301K -3,274 -4%
FWP
99
FAS Wealth Partners
Kansas
$6.91M +$439K +4,769 +7%
HCMT
100
Highland Capital Management (Tennessee)
Tennessee
$6.91M +$50.7K +551 +0.7%

DVY Hedge Fund Activity: Q2 2017 in Review

705 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2017, worth a combined $6.52B — up 0.1% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DVY positions and 37 closed out — a net gain of 6 holders — while 216 added to existing stakes and 290 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $32.2M.

  • 705 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2017, down from 707 in Q1 2017.
  • Funds reported $6.52B of iShares Select Dividend ETF stock for Q2 2017, up 0.1% quarter-over-quarter.
  • 43 funds opened new iShares Select Dividend ETF positions in Q2 2017 and 37 closed out, a net change of +6 holders.
  • The largest iShares Select Dividend ETF buyer in Q2 2017 was Fifth Third Bancorp, an estimated $12.5M added.
  • The largest iShares Select Dividend ETF seller in Q2 2017 was Bank of America, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2017.