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iShares Core MSCI International Developed Markets ETF

102 hedge funds and large institutions have $1.63B invested in iShares Core MSCI International Developed Markets ETF in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 17

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

5% more funds holding

Funds holding: 97102 (+5)

2% more capital invested

Capital invested by funds: $1.6B → $1.63B (+$26.6M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17.29% less ownership

Funds ownership: 89.49%72.2% (-17%)

Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
2.25%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
25
Increased
34
Reduced
30
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
26
Capital Asset Advisory Services
Michigan
$7.05M +$8M +150,411 +18,343%
DCM
27
DeGreen Capital Management
Arizona
$6.6M +$7.92M +148,886 New
SEIA
28
Signature Estate & Investment Advisors
California
$5.71M +$14.7K +276 +0.2%
LPT
29
Legacy Private Trust
Wisconsin
$5.58M +$3.89M +73,200 +139%
RJA
30
Raymond James & Associates
Florida
$5.49M +$4.84M +91,019 +277%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$5.44M +$1.48M +27,745 +29%
BC
32
Brinker Capital
Pennsylvania
$4.71M -$849K -15,971 -13%
CWG
33
Cornerstone Wealth Group
North Carolina
$4.53M +$296K +5,575 +6%
SAM
34
Securian Asset Management
Minnesota
$4.06M +$457K +8,600 +10%
FAN
35
Financial Advisors Network
California
$4.05M +$1.5M +28,132 +45%
UCFA
36
United Capital Financial Advisors
Texas
$3.6M -$1.9M -35,641 -30%
GFPC
37
Global Financial Private Capital
Florida
$3.32M -$588K -11,050 -13%
Cerity Partners
38
Cerity Partners
New York
$2.81M +$2.17M +40,727 +180%
SIC
39
Sigma Investment Counselors
Michigan
$2.59M -$1.47M -27,625 -32%
PI
40
Parkside Investments
Illinois
$1.81M -$54.8K -1,030 -2%
MHS
41
M Holdings Securities
Oregon
$1.79M +$2.15M +40,482 New
LWAC
42
Laurel Wealth Advisors (California)
California
$1.75M +$2.09M +39,386 New
SPIA
43
Steward Partners Investment Advisory
New York
$1.52M +$1.82M +34,237 New
PA
44
Probity Advisors
Texas
$1.4M +$313K +5,881 +23%
LPL Financial
45
LPL Financial
California
$1.27M +$245K +4,603 +19%
CFG
46
Citizens Financial Group
Rhode Island
$1.23M +$1.48M +27,778 New
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.21M +$1.46M +27,401 New
HighTower Advisors
48
HighTower Advisors
Illinois
$1.15M -$271K -5,099 -16%
JMPWA
49
JP Morgan Private Wealth Advisors
California
$1.1M -$239K -4,500 -15%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$1.06M

IDEV Hedge Fund Activity: Q1 2020 in Review

102 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI International Developed Markets ETF (IDEV) for Q1 2020, worth a combined $1.63B — up 1.7% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IDEV positions and 17 closed out — a net gain of 8 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was Creative Planning, opening a new position worth an estimated $345M. The largest seller was UBS Group, cutting an estimated $26.8M.

  • 102 institutional investors held iShares Core MSCI International Developed Markets ETF (IDEV) as of Q1 2020, up from 97 in Q4 2019.
  • Funds reported $1.63B of iShares Core MSCI International Developed Markets ETF stock for Q1 2020, up 1.7% quarter-over-quarter.
  • 25 funds opened new iShares Core MSCI International Developed Markets ETF positions in Q1 2020 and 17 closed out, a net change of +8 holders.
  • The largest iShares Core MSCI International Developed Markets ETF buyer in Q1 2020 was Creative Planning, an estimated $345M added.
  • The largest iShares Core MSCI International Developed Markets ETF seller in Q1 2020 was UBS Group, an estimated $26.8M sold.

Based on aggregated 13F filings for Q1 2020.