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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
BDWM
201
Brewin Dolphin Wealth Management
Ireland
$2.3M +$2.27M +24,580 New
Calamos Advisors
202
Calamos Advisors
Illinois
$2.26M +$28.4K +307 +1%
CS
203
Credit Suisse
Switzerland
$2.25M -$35.2M -380,996 -94%
PCA
204
Private Capital Advisors
Connecticut
$2.24M
GP
205
Geneva Partners
Wisconsin
$2.22M +$2.19M +23,730 New
WF
206
Welch & Forbes
Massachusetts
$2.21M +$322K +3,485 +17%
CCG
207
Cypress Capital Group
Florida
$2.19M -$83.5K -903 -4%
LC
208
Landaas & Company
Wisconsin
$2.17M +$2.14M +23,125 New
FB
209
Fulton Bank
Pennsylvania
$2.15M +$378K +4,086 +22%
FWCM
210
Ferguson Wellman Capital Management
Oregon
$2.12M +$156K +1,690 +8%
SFM
211
Signet Financial Management
New Jersey
$2.12M -$126K -1,357 -6%
GFPC
212
Global Financial Private Capital
Florida
$2.1M +$2.07M +22,368 New
SFG
213
StrategIQ Financial Group
Indiana
$2.07M +$74.1K +801 +4%
Federated Hermes
214
Federated Hermes
Pennsylvania
$2.07M +$1.93M +20,868 +1,729%
CCP
215
Cardan Capital Partners
Colorado
$2.06M -$11.4K -123 -0.6%
CCG
216
Chatham Capital Group
Georgia
$2.04M
EWM
217
Evercore Wealth Management
New York
$2.04M +$58.7K +635 +3%
State Street
218
State Street
Massachusetts
$2.04M -$9.99K -108 -0.5%
WT
219
Whittier Trust
California
$2.02M +$433K +4,677 +28%
NL
220
NWAM LLC
Washington
$1.99M -$29.4K -318 -1%
SC
221
Stratford Consulting
Texas
$1.96M -$30.8K -333 -2%
SBWM
222
Sunflower Bank Wealth Management
Arizona
$1.96M +$21.7K +235 +1%
AC
223
Alley Company
Illinois
$1.94M -$51K -551 -3%
PGFC
224
Peapack-Gladstone Financial Corp
New Jersey
$1.92M -$33.6K -363 -2%
AFG
225
Albion Financial Group
Utah
$1.9M +$1.56M +16,894 +502%

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.