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iShares Select Dividend ETF

705 hedge funds and large institutions have $6.52B invested in iShares Select Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 216 increasing their positions, 290 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

208% more call options, than puts

Call options by funds: $36.6M | Put options by funds: $11.9M

16% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 37

0% more capital invested

Capital invested by funds: $6.51B → $6.52B (+$6.65M)

0% more funds holding in top 10

Funds holding in top 10: 4545 (0)

0.03% less ownership

Funds ownership: 38.29%38.27% (-0.03%)

0% less funds holding

Funds holding: 707705 (-2)

26% less repeat investments, than reductions

Existing positions increased: 216 | Existing positions reduced: 290

Holders
705
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
17.58%
Holding in Top 10
45
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.12%
New
43
Increased
216
Reduced
290
Closed
37
Calls
$36.6M
Puts
$11.9M
Net Calls
+$24.7M
Net Calls Change
+$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
176
Raymond James Trust
Florida
$2.94M -$36.1K -393 -1%
EAM
177
Evanson Asset Management
California
$2.86M +$76K +826 +3%
PA
178
Parallel Advisors
California
$2.83M +$47.6K +518 +2%
PWSG
179
Pacific Wealth Strategies Group
California
$2.76M +$7.63K +83 +0.3%
AIM
180
Advantage Investment Management
Iowa
$2.76M +$182K +1,980 +7%
AC
181
Alexandria Capital
Virginia
$2.71M -$12.1K -132 -0.4%
AP
182
Advisors Preferred
Maryland
$2.69M +$1.2M +13,052 +81%
CCWA
183
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M -$44.6K -485 -2%
ZF
184
Zhang Financial
Michigan
$2.62M +$53.6K +583 +2%
SPIA
185
Steward Partners Investment Advisory
New York
$2.6M +$564K +6,135 +28%
CM
186
Cornerstone Management
Georgia
$2.53M +$258K +2,806 +11%
GWM
187
Geneos Wealth Management
Colorado
$2.51M -$222K -2,409 -8%
FWM
188
Frontier Wealth Management
Missouri
$2.49M -$702K -7,638 -22%
ST
189
Smithfield Trust
Pennsylvania
$2.46M -$55.3K -601 -2%
CGA
190
Crescent Grove Advisors
Illinois
$2.44M +$2.44M +26,494 New
SB
191
Simmons Bank
Arkansas
$2.43M -$17.1K -186 -0.7%
OIA
192
OneDigital Investment Advisors
Kansas
$2.41M +$2.4M +26,148 New
NSCM
193
New South Capital Management
Tennessee
$2.39M
PP
194
Palladium Partners
Virginia
$2.38M -$73.7K -801 -3%
ALIONA
195
Allianz Life Insurance of North America
Minnesota
$2.37M -$1.31M -14,224 -35%
SC
196
Scotia Capital
Ontario, Canada
$2.36M -$14.6K -159 -0.6%
AW
197
ACG Wealth
Georgia
$2.35M +$97.1K +1,056 +4%
PNC
198
Park National Corp
Ohio
$2.34M -$113K -1,228 -5%
FNT
199
First National Trust
Pennsylvania
$2.32M +$817K +8,883 +55%
SWP
200
Stratos Wealth Partners
Ohio
$2.31M +$472K +5,138 +26%

DVY Hedge Fund Activity: Q2 2017 in Review

705 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q2 2017, worth a combined $6.52B — up 0.1% from $6.51B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new DVY positions and 37 closed out — a net gain of 6 holders — while 216 added to existing stakes and 290 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $12.5M. The largest seller was Bank of America, cutting an estimated $32.2M.

  • 705 institutional investors held iShares Select Dividend ETF (DVY) as of Q2 2017, down from 707 in Q1 2017.
  • Funds reported $6.52B of iShares Select Dividend ETF stock for Q2 2017, up 0.1% quarter-over-quarter.
  • 43 funds opened new iShares Select Dividend ETF positions in Q2 2017 and 37 closed out, a net change of +6 holders.
  • The largest iShares Select Dividend ETF buyer in Q2 2017 was Fifth Third Bancorp, an estimated $12.5M added.
  • The largest iShares Select Dividend ETF seller in Q2 2017 was Bank of America, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2017.