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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
HSBC Holdings
126
HSBC Holdings
United Kingdom
$4.61M -$571K -6,172 -11%
MCM
127
MV Capital Management
Maryland
$4.55M -$812K -8,774 -15%
JIC
128
Johnson Investment Counsel
Ohio
$4.5M -$31.2K -337 -0.7%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$4.47M +$2.32M +25,050 +110%
SCA
130
Stonebridge Capital Advisors
Minnesota
$4.42M +$372K +4,024 +9%
RGIA
131
Rainier Group Investment Advisory
Washington
$4.34M -$385K -4,160 -8%
PA
132
Pinnacle Associates
New York
$4.29M -$16.1K -174 -0.4%
HB
133
Homrich & Berg
Georgia
$4.18M +$2.61M +28,257 +172%
MBTD
134
Mechanics Bank - Trust Department
California
$4.14M +$144K +1,555 +4%
KA
135
Klingman & Associates
New York
$4.08M
CA
136
Clearstead Advisors
Ohio
$4.06M -$48.3K -522 -1%
PFPT
137
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.04M -$33.1K -358 -0.8%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$3.99M -$70.1K -758 -2%
FSA
139
Financial Sense Advisors
California
$3.98M +$236K +2,550 +6%
MCM
140
MAI Capital Management
Ohio
$3.95M +$168K +1,812 +4%
CAL
141
Capital Analysts LLC
Pennsylvania
$3.95M +$198K +2,137 +5%
AR
142
Advisory Research
Illinois
$3.94M
MAM
143
Marquette Asset Management
Minnesota
$3.94M -$910K -9,839 -19%
FUBT
144
First United Bank & Trust
Maryland
$3.87M -$52.3K -565 -1%
HS
145
Huntington Steele
Pennsylvania
$3.85M +$201K +2,175 +6%
ASN
146
Advisory Services Network
Georgia
$3.83M -$674K -7,289 -15%
GG
147
Gofen & Glossberg
Illinois
$3.83M
CGH
148
Crossmark Global Holdings
Texas
$3.56M +$3.52M +38,070 New
FDCDDQ
149
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.5M -$444K -4,805 -11%
FMBTD
150
First Midwest Bank Trust Division
Illinois
$3.48M +$43.5K +470 +1%

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.