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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
EVM
76
Eaton Vance Management
Massachusetts
$11.2M +$5.1M +52,187 +80%
GKWIM
77
Gerber Kawasaki Wealth & Investment Management
California
$11M +$2.8M +28,645 +33%
BWFA
78
Baltimore-Washington Financial Advisors
Maryland
$10.9M +$310K +3,177 +3%
Creative Planning
79
Creative Planning
Kansas
$10.7M +$431K +4,416 +4%
CA
80
Cumberland Advisors
Florida
$10M -$828K -8,475 -7%
BFA
81
Beaumont Financial Advisors
Massachusetts
$9.2M +$527K +5,392 +6%
LF
82
Lee Financial
Texas
$8.82M -$50.3K -515 -0.6%
Deutsche Bank
83
Deutsche Bank
Germany
$8.59M +$8.82M +90,346 New
VF
84
Virtu Financial
New York
$8.51M +$8.73M +89,413 New
KL
85
KWMG LLC
Kansas
$8.33M +$4.27M +43,748 +100%
MML Investors Services
86
MML Investors Services
Massachusetts
$8.27M -$1.31M -13,399 -13%
WAG
87
Winthrop Advisory Group
Massachusetts
$8.24M -$159K -1,625 -2%
CIBC World Market
88
CIBC World Market
Ontario, Canada
$8.21M +$8.43M +86,364 New
Baird Financial Group
89
Baird Financial Group
Wisconsin
$8.03M -$6.18M -63,329 -43%
DBIA
90
Dumont & Blake Investment Advisors
New Jersey
$8.02M -$66.9K -685 -0.8%
KIA
91
KCM Investment Advisors
California
$7.95M -$20.6K -211 -0.3%
RPGK
92
Retirement Planning Group (Kansas)
Kansas
$7.78M -$85.9K -880 -1%
LP
93
LGL Partners
Pennsylvania
$7.62M -$1.06M -10,835 -12%
AF
94
Allworth Financial
California
$7.6M -$365K -3,733 -4%
VA
95
Valmark Advisers
Ohio
$7.32M +$466K +4,768 +7%
HCMT
96
Highland Capital Management (Tennessee)
Tennessee
$7.22M -$76.5K -783 -1%
CFA
97
Camarda Financial Advisors
Florida
$7.16M +$7.15M +73,202 +3,573%
WLIM
98
White Lighthouse Investment Management
Massachusetts
$7.14M -$9.18K -94 -0.1%
SPC
99
Sigma Planning Corp
Michigan
$7.07M +$616K +6,310 +9%
William Blair & Company
100
William Blair & Company
Illinois
$7.04M -$124K -1,272 -2%

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.