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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
AMG
176
Asset Management Group
Connecticut
$2.87M -$355K -3,842 -11%
SMFG
177
Sumitomo Mitsui Financial Group
Japan
$2.85M +$966K +10,445 +52%
HW
178
Hancock Whitney
Mississippi
$2.78M -$462K -4,990 -14%
SB
179
Simmons Bank
Arkansas
$2.77M +$294K +3,183 +12%
AC
180
Alexandria Capital
Virginia
$2.73M -$21.7K -235 -0.8%
RFS
181
Rockefeller Financial Services
New York
$2.72M +$2.68M +29,000 New
CCWA
182
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.71M +$15.6K +169 +0.6%
SFS
183
Sowell Financial Services
Arkansas
$2.7M -$388K -4,193 -13%
SPIA
184
Steward Partners Investment Advisory
New York
$2.67M +$36.3K +392 +1%
ZF
185
Zhang Financial
Michigan
$2.67M -$28.5K -308 -1%
SC
186
Scotia Capital
Ontario, Canada
$2.63M +$237K +2,559 +10%
CM
187
Cornerstone Management
Georgia
$2.59M +$12.6K +136 +0.5%
SG Americas Securities
188
SG Americas Securities
New York
$2.57M +$2.54M +27,409 New
FWM
189
Frontier Wealth Management
Missouri
$2.54M +$11.2K +121 +0.4%
ALIONA
190
Allianz Life Insurance of North America
Minnesota
$2.52M +$118K +1,277 +5%
ST
191
Smithfield Trust
Pennsylvania
$2.5M
NSCM
192
New South Capital Management
Tennessee
$2.43M
VF
193
Virtu Financial
New York
$2.43M +$2.4M +25,900 New
CGA
194
Crescent Grove Advisors
Illinois
$2.42M -$61.8K -668 -3%
PP
195
Palladium Partners
Virginia
$2.39M -$27.7K -300 -1%
FNT
196
First National Trust
Pennsylvania
$2.38M +$22.6K +244 +1%
PNC
197
Park National Corp
Ohio
$2.35M -$29.2K -316 -1%
Cerity Partners
198
Cerity Partners
New York
$2.35M +$2.32M +25,096 New
SWP
199
Stratos Wealth Partners
Ohio
$2.3M -$43.4K -469 -2%
AW
200
ACG Wealth
Georgia
$2.3M -$79.6K -861 -3%

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.