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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
VBFP
76
Valtinson Bruner Financial Planning
Minnesota
$267K
CL
77
Choreo LLC
Illinois
$266K +$319K +6,000 New
HWA
78
Heartwood Wealth Advisors
Virginia
$243K +$30.4K +572 +12%
W
79
WealthStone
Ohio
$238K -$17.7M -333,172 -98%
HSA
80
HBK Sorce Advisory
Pennsylvania
$227K
TP
81
Tranquility Partners
Tennessee
$202K -$75.2K -1,415 -24%
AF
82
Allworth Financial
California
$184K +$221K +4,150 New
RCA
83
Rowland Carmichael Advisors
Arizona
$160K +$192K +3,609 New
GSWM
84
Golden State Wealth Management
California
$142K +$171K +3,210 New
JP Morgan Chase
85
JP Morgan Chase
New York
$135K +$162K +3,042 New
AIC
86
Ameritas Investment Company
Nebraska
$134K
CAL
87
Capital Advisors Ltd
Ohio
$121K -$94.2K -1,772 -39%
FCA
88
FinTrust Capital Advisors
South Carolina
$109K -$191K -3,584 -59%
GRP
89
Global Retirement Partners
California
$80K +$95.7K +1,800 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$59K -$16K -301 -19%
NSIM
91
North Star Investment Management
Illinois
$53K
GAM
92
Gemmer Asset Management
California
$35K
HWA
93
HHM Wealth Advisors
Tennessee
$34K +$40.9K +769 New
IA
94
IFP Advisors
Florida
$30K -$661K -12,434 -95%
William Blair & Company
95
William Blair & Company
Illinois
$20K
CFGS
96
Concourse Financial Group Securities
Alabama
$18K +$6.38K +120 +43%
AAP
97
Arax Advisory Partners
Colorado
$16K +$19.1K +359 New
OIA
98
Optimum Investment Advisors
Illinois
$10K +$1.59K +30 +15%
DI
99
Disciplined Investments
Oklahoma
$7K
PA
100
Parallel Advisors
California
$5K -$46.6K -876 -88%

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.