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iShares Select Dividend ETF

721 hedge funds and large institutions have $6.52B invested in iShares Select Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 216 increasing their positions, 284 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $38.9M | Put options by funds: $13.3M

67% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 36

2% more funds holding

Funds holding: 705721 (+16)

0% less capital invested

Capital invested by funds: $6.52B → $6.52B (-$132K)

0.07% less ownership

Funds ownership: 38.27%38.2% (-0.07%)

9% less funds holding in top 10

Funds holding in top 10: 4541 (-4)

24% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 284

Holders
721
Holders Change
+16
Holders Change %
+2.27%
% of All Funds
17.98%
Holding in Top 10
41
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-8.89%
% of All Funds
1.02%
New
60
Increased
216
Reduced
284
Closed
36
Calls
$38.9M
Puts
$13.3M
Net Calls
+$25.6M
Net Calls Change
+$895K
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
76
Baltimore-Washington Financial Advisors
Maryland
$10.1M +$290K +3,132 +3%
MM
77
Main Management
California
$10.1M +$197K +2,127 +2%
Fiera Capital (Canada)
78
Fiera Capital (Canada)
Quebec, Canada
$9.93M -$5.21M -56,327 -35%
Creative Planning
79
Creative Planning
Kansas
$9.77M -$213K -2,304 -2%
CI
80
Conning Inc
Connecticut
$9.37M
HNB
81
Huntington National Bank
Ohio
$9.3M
NPC
82
National Planning Corporation
California
$9.24M +$149K +1,612 +2%
MML Investors Services
83
MML Investors Services
Massachusetts
$8.97M +$718K +7,767 +9%
LF
84
Lee Financial
Texas
$8.77M +$853K +9,227 +11%
BFA
85
Beaumont Financial Advisors
Massachusetts
$8.56M +$249K +2,690 +3%
LP
86
LGL Partners
Pennsylvania
$8.26M -$186K -2,016 -2%
DBIA
87
Dumont & Blake Investment Advisors
New Jersey
$8.04M -$93.9K -1,015 -1%
MA
88
MUFG Americas
New York
$8.04M -$183K -1,982 -2%
AF
89
Allworth Financial
California
$8.02M -$214K -2,309 -3%
KIA
90
KCM Investment Advisors
California
$7.83M +$30.2K +327 +0.4%
RPGK
91
Retirement Planning Group (Kansas)
Kansas
$7.7M -$306K -3,313 -4%
Capstone Investment Advisors
92
Capstone Investment Advisors
New York
$7.31M +$2.2M +23,805 +44%
HCMT
93
Highland Capital Management (Tennessee)
Tennessee
$7.14M +$126K +1,361 +2%
FWP
94
FAS Wealth Partners
Kansas
$7.12M +$96.6K +1,044 +1%
William Blair & Company
95
William Blair & Company
Illinois
$7.07M -$105K -1,134 -1%
MIAN
96
Mariner Independent Advisor Network
Kansas
$6.97M -$3.26M -35,240 -32%
SPC
97
Sigma Planning Corp
Michigan
$6.94M -$298K -3,219 -4%
ANB
98
Amarillo National Bank
Texas
$6.93M +$72.4K +783 +1%
OPCM
99
Osborne Partners Capital Management
California
$6.82M -$28K -303 -0.4%
Citigroup
100
Citigroup
New York
$6.48M -$574K -6,207 -8%

DVY Hedge Fund Activity: Q3 2017 in Review

721 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q3 2017, worth a combined $6.52B — down 0% from $6.52B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new DVY positions and 36 closed out — a net gain of 24 holders — while 216 added to existing stakes and 284 trimmed.

The largest buyer was Two Sigma Investments, opening a new position worth an estimated $12.7M. The largest seller was Credit Suisse, cutting an estimated $35.2M.

  • 721 institutional investors held iShares Select Dividend ETF (DVY) as of Q3 2017, up from 705 in Q2 2017.
  • Funds reported $6.52B of iShares Select Dividend ETF stock for Q3 2017, down 0% quarter-over-quarter.
  • 60 funds opened new iShares Select Dividend ETF positions in Q3 2017 and 36 closed out, a net change of +24 holders.
  • The largest iShares Select Dividend ETF buyer in Q3 2017 was Two Sigma Investments, an estimated $12.7M added.
  • The largest iShares Select Dividend ETF seller in Q3 2017 was Credit Suisse, an estimated $35.2M sold.

Based on aggregated 13F filings for Q3 2017.