We are live on ! Find out more
DVY icon

iShares Select Dividend ETF

817 hedge funds and large institutions have $6.46B invested in iShares Select Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 229 increasing their positions, 363 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $22.5M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 823817 (-6)

0.82% less ownership

Funds ownership: 39.43%38.6% (-0.82%)

8% less capital invested

Capital invested by funds: $7.06B → $6.46B (-$596M)

13% less funds holding in top 10

Funds holding in top 10: 5447 (-7)

37% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 363

Holders
817
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
18.73%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
1.08%
New
50
Increased
229
Reduced
363
Closed
50
Calls
$24.8M
Puts
$22.5M
Net Calls
+$2.35M
Net Calls Change
-$9.75M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
201
Sowell Financial Services
Arkansas
$2.58M -$262K -2,685 -9%
SIC
202
Starr International Company
Switzerland
$2.56M -$7.81M -80,000 -80%
NWP
203
Northstar Wealth Partners
Connecticut
$2.56M +$1.09M +11,128 +70%
CGA
204
Crescent Grove Advisors
Illinois
$2.53M +$186K +1,909 +8%
FWCM
205
Ferguson Wellman Capital Management
Oregon
$2.51M +$241K +2,465 +10%
ZF
206
Zhang Financial
Michigan
$2.5M -$131K -1,337 -5%
CG
207
Cutler Group
California
$2.47M +$1.5M +15,357 +144%
NSCM
208
New South Capital Management
Tennessee
$2.46M
VCM
209
Vivaldi Capital Management
Illinois
$2.46M -$296K -3,028 -10%
SC
210
Scotia Capital
Ontario, Canada
$2.45M -$281K -2,882 -10%
AW
211
ACG Wealth
Georgia
$2.39M +$112K +1,144 +5%
MMHP
212
Murphy Middleton Hinkle & Parker
Georgia
$2.38M -$47.8K -490 -2%
HBWM
213
Hollow Brook Wealth Management
New York
$2.38M -$427K -4,375 -15%
FWIA
214
Fort Washington Investment Advisors
Ohio
$2.37M -$118K -1,212 -5%
PP
215
Palladium Partners
Virginia
$2.36M -$68.4K -700 -3%
IC
216
Iconiq Capital
California
$2.35M -$2.3M -23,535 -49%
OIA
217
OneDigital Investment Advisors
Kansas
$2.34M -$49.6K -508 -2%
BDWM
218
Brewin Dolphin Wealth Management
Ireland
$2.33M -$6.83K -70 -0.3%
GP
219
Geneva Partners
Wisconsin
$2.32M +$26.9K +276 +1%
CCG
220
Cypress Capital Group
Florida
$2.3M +$191K +1,951 +9%
AI
221
Atria Investments
North Carolina
$2.3M +$1.29M +13,212 +120%
FWM
222
Frontier Wealth Management
Missouri
$2.29M +$36.4K +373 +2%
GTAM
223
Global Trust Asset Management
Florida
$2.26M -$36.5K -374 -2%
NL
224
NWAM LLC
Washington
$2.26M +$216K +2,211 +10%
GFPC
225
Global Financial Private Capital
Florida
$2.24M -$92.9K -951 -4%

DVY Hedge Fund Activity: Q1 2018 in Review

817 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2018, worth a combined $6.46B — down 8.4% from $7.06B a quarter earlier.

Fund positioning in DVY was balanced in Q1 2018: 50 funds opened new positions, 50 closed out, 229 added to existing stakes and 363 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.3M. The largest seller was Suntrust Banks, cutting an estimated $66.6M.

  • 817 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2018, down from 823 in Q4 2017.
  • Funds reported $6.46B of iShares Select Dividend ETF stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 50 funds opened new iShares Select Dividend ETF positions in Q1 2018 and 50 closed out, a net change of 0 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2018 was Goldman Sachs, an estimated $19.3M added.
  • The largest iShares Select Dividend ETF seller in Q1 2018 was Suntrust Banks, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2018.