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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
SMC
51
Smith, Moore & Co
Missouri
$1.03M +$667K +12,549 +118%
HC
52
Hamilton Capital
Ohio
$957K
PWA
53
Peterson Wealth Advisors
Utah
$903K +$1.08M +20,379 New
FVCM
54
F&V Capital Management
Florida
$902K
RZH
55
Relyea Zuckerberg Hanson
Connecticut
$782K +$705K +13,253 +301%
LFA
56
Legacy Financial Advisors
Kentucky
$754K +$845K +15,894 New
VCM
57
Vivaldi Capital Management
Illinois
$683K -$470K -8,840 -36%
AAS
58
Avantax Advisory Services
Texas
$683K +$821K +15,436 New
GBBWRPM
59
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$675K -$3.39M -63,799 -81%
IWM
60
IHT Wealth Management
Illinois
$671K -$1.7M -31,881 -68%
NCM
61
Northwest Capital Management
Oregon
$665K -$145K -2,731 -15%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$661K +$169K +3,184 +27%
CI
63
Cordant Inc
Oregon
$634K -$188K -3,537 -20%
Osaic Holdings
64
Osaic Holdings
Arizona
$587K +$704K +13,245 New
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$569K -$672K -12,645 -50%
SXL
66
Summit X LLC
Missouri
$564K +$680K +12,790 New
HA
67
Harborview Advisors
Maine
$534K +$641K +12,054 New
WC
68
Waterloo Capital
Texas
$468K +$562K +10,564 New
ACP
69
Aveo Capital Partners
Colorado
$413K +$585 +11 +0.1%
CAN
70
Cetera Advisor Networks
California
$407K +$20.4K +384 +4%
MCM
71
MV Capital Management
Maryland
$405K -$3.58M -67,392 -88%
SWPG
72
Strategic Wealth Partners Group
Illinois
$351K
CWA
73
Clarus Wealth Advisors
Arizona
$316K -$215K -4,049 -35%
MAFM
74
Mid Atlantic Financial Management
Pennsylvania
$302K -$34.6K -650 -9%
US Bancorp
75
US Bancorp
Minnesota
$288K

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.