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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
SI
101
Stephens Inc
Arkansas
$6.39M -$204K -2,205 -3%
CAN
102
Cetera Advisor Networks
California
$6.35M -$410K -4,429 -6%
DSN
103
D. Scott Neal
Kentucky
$6.18M -$2.06M -22,275 -25%
EVM
104
Eaton Vance Management
Massachusetts
$6.12M +$70.4K +761 +1%
TPW
105
Tiller Private Wealth
Pennsylvania
$5.99M -$4.35K -47 -0.1%
JGIA
106
Jackson Grant Investment Advisers
Connecticut
$5.9M +$270K +2,921 +5%
SSW
107
Smith Shellnut Wilson
Mississippi
$5.76M +$299K +3,235 +6%
LI
108
Longer Investments
Arkansas
$5.76M +$36.1K +390 +0.6%
GKWIM
109
Gerber Kawasaki Wealth & Investment Management
California
$5.71M +$1.33M +14,342 +31%
KCM
110
Karp Capital Management
California
$5.66M -$64.3K -695 -1%
RG
111
Rathbones Group
United Kingdom
$5.64M -$89.1K -963 -2%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$5.57M +$748K +8,091 +16%
Edgewood Management
113
Edgewood Management
Connecticut
$5.55M -$37K -400 -0.7%
VA
114
Valmark Advisers
Ohio
$5.47M +$907K +9,803 +20%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$5.46M -$192K -2,080 -4%
Franklin Resources
116
Franklin Resources
California
$5.42M -$61.9K -669 -1%
FAAS
117
First Allied Advisory Services
California
$5.28M -$1.2K -13 -0%
BUB
118
BBVA USA Bancshares
Texas
$5.18M -$11.9K -129 -0.2%
CS
119
Comerica Securities
Michigan
$5.17M -$253K -2,736 -5%
BAS
120
Brown Advisory Securities
Maryland
$5.12M +$91.8K +993 +2%
BRWA
121
B. Riley Wealth Advisors
Florida
$5.09M -$16.6K -179 -0.3%
JIC
122
Joel Isaacson & Co
New York
$4.93M +$5.64K +61 +0.1%
OA
123
Oxbow Advisors
Texas
$4.66M -$136K -1,465 -3%
HCM
124
Howland Capital Management
Massachusetts
$4.62M +$115K +1,245 +3%
SI
125
SII Investments
Wisconsin
$4.61M +$950K +10,272 +26%

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.