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iShares International Select Dividend ETF

282 hedge funds and large institutions have $1.47B invested in iShares International Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

4% more funds holding

Funds holding: 271282 (+11)

1.17% more ownership

Funds ownership: 44.29%45.47% (+1.2%)

5% more capital invested

Capital invested by funds: $1.4B → $1.47B (+$68M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

32% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.55M

Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
7.05%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
42
Increased
108
Reduced
94
Closed
28
Calls
$1.05M
Puts
$1.55M
Net Calls
-$503K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
226
Federated Hermes
Pennsylvania
$89K +$87.9K +3,008 New
PFGIA
227
Patriot Financial Group Insurance Agency
Massachusetts
$80K +$76.9K +2,630 New
SAM
228
Shamrock Asset Management
Texas
$76K
CP
229
Corbenic Partners
Pennsylvania
$72K -$30.1K -1,029 -30%
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$59K -$31.3K -1,070 -35%
IWM
231
IHT Wealth Management
Illinois
$55K +$53.9K +1,845 New
HCM
232
Highlander Capital Management
New Jersey
$52K -$17.8K -609 -26%
TCOV
233
Trust Company of Vermont
Vermont
$41K
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$37K -$2.08K -71 -5%
CB
235
Community Bank
New York
$35K -$2.19K -75 -6%
CLOS
236
Compagnie Lombard Odier SCmA
Switzerland
$33K
PCP
237
Proficio Capital Partners
Massachusetts
$30K
WAM
238
Wealthspire Advisors (Maryland)
Maryland
$30K
GRP
239
Global Retirement Partners
California
$29K +$28.9K +989 New
BTIS
240
BB&T Investment Services
North Carolina
$28K +$25.9K +887 New
TWA
241
TCI Wealth Advisors
Arizona
$27K -$11.1K -378 -29%
WEC
242
Winslow Evans & Crocker
Massachusetts
$26.5K +$17.6K +602 +203%
BAM
243
Barrett Asset Management
New York
$24K
QI
244
QS Investors
New York
$24K +$1.14K +39 +5%
PA
245
Parallel Advisors
California
$24K +$24K +821 New
Simplex Trading
246
Simplex Trading
Illinois
$23K -$33.6K -1,149 -59%
TFA
247
Transamerica Financial Advisors
Florida
$22K -$81.2K -2,776 -79%
AA
248
Ancora Advisors
Ohio
$21K +$20.5K +700 New
ZB
249
Zions Bancorporation
Utah
$20K +$19.5K +668 New
CFD
250
Creative Financial Designs
Indiana
$18K +$18K +615 New

IDV Hedge Fund Activity: Q4 2016 in Review

282 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q4 2016, worth a combined $1.47B — up 4.9% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IDV positions and 28 closed out — a net gain of 14 holders — while 108 added to existing stakes and 94 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $21.2M. The largest seller was Spruce Investment Advisors, cutting an estimated $19.9M.

  • 282 institutional investors held iShares International Select Dividend ETF (IDV) as of Q4 2016, up from 271 in Q3 2016.
  • Funds reported $1.47B of iShares International Select Dividend ETF stock for Q4 2016, up 4.9% quarter-over-quarter.
  • 42 funds opened new iShares International Select Dividend ETF positions in Q4 2016 and 28 closed out, a net change of +14 holders.
  • The largest iShares International Select Dividend ETF buyer in Q4 2016 was Janney Montgomery Scott, an estimated $21.2M added.
  • The largest iShares International Select Dividend ETF seller in Q4 2016 was Spruce Investment Advisors, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2016.