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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
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$3.44M +$1.44M +15,537 +73%
FC
152
FCA Corp
Texas
$3.39M -$73.8K -798 -2%
KL
153
KWMG LLC
Kansas
$3.39M +$1.61M +17,402 +93%
Millennium Management
154
Millennium Management
New York
$3.39M +$201K +2,168 +6%
HBWM
155
Hollow Brook Wealth Management
New York
$3.31M -$513K -5,541 -14%
RTS
156
Round Table Services
New Jersey
$3.26M -$8.32K -90 -0.3%
HTC
157
Haverford Trust Company
Pennsylvania
$3.22M -$9.16K -99 -0.3%
LFAS
158
Level Four Advisory Services
Texas
$3.22M +$93.9K +1,015 +3%
NFG
159
Noven Financial Group
Colorado
$3.21M -$118K -1,281 -4%
TWA
160
TCI Wealth Advisors
Arizona
$3.2M -$47.6K -515 -1%
ICOA
161
Investment Centers of America
North Dakota
$3.2M +$143K +1,544 +5%
GWM
162
Geneos Wealth Management
Colorado
$3.19M +$628K +6,785 +25%
GB
163
Gunma Bank
Japan
$3.18M
NFG
164
Next Financial Group
Texas
$3.17M -$292K -3,162 -9%
BOTW
165
Bank of the West
California
$3.17M -$156K -1,683 -5%
RJT
166
Raymond James Trust
Florida
$3.15M +$165K +1,779 +6%
VC
167
Vicus Capital
Pennsylvania
$3.13M -$145K -1,572 -4%
PVH
168
Psagot Value Holdings
Israel
$3.1M -$573K -6,199 -16%
LNB
169
Ledyard National Bank
$3.09M -$105K -1,135 -3%
OIA
170
Optimum Investment Advisors
Illinois
$3.08M -$69.3K -749 -2%
PWSG
171
Pacific Wealth Strategies Group
California
$3.01M +$207K +2,233 +7%
AIM
172
Advantage Investment Management
Iowa
$2.98M +$179K +1,933 +6%
FWIA
173
Fort Washington Investment Advisors
Ohio
$2.95M -$135K -1,455 -4%
PA
174
Parallel Advisors
California
$2.91M +$3.98K +43 +0.1%
EAM
175
Evanson Asset Management
California
$2.9M +$370 +4 +0%

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.