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iShares International Select Dividend ETF

395 hedge funds and large institutions have $1.61B invested in iShares International Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,740% more call options, than puts

Call options by funds: $384K | Put options by funds: $10K

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

1.11% less ownership

Funds ownership: 49.08%47.97% (-1.1%)

7% less funds holding

Funds holding: 427395 (-32)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

32% less capital invested

Capital invested by funds: $2.38B → $1.61B (-$770M)

39% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 64

Holders
395
Holders Change
-32
Holders Change %
-7.49%
% of All Funds
8.7%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
39
Increased
144
Reduced
156
Closed
64
Calls
$384K
Puts
$10K
Net Calls
+$374K
Net Calls Change
+$278K
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
276
Kingsview Wealth Management
Oregon
$251K +$335K +11,097 New
BRWA
277
B. Riley Wealth Advisors
Florida
$243K -$2.88M -95,611 -90%
SWP
278
Strategic Wealth Partners
Ohio
$241K
CWP
279
CFM Wealth Partners
Texas
$233K
IBOK
280
Independence Bank of Kentucky
Kentucky
$226K
WCWM
281
Wooster Corthell Wealth Management
Connecticut
$225K +$32.3K +1,072 +12%
GPA
282
Guidance Point Advisors
Massachusetts
$223K +$10.6K +351 +4%
HR
283
Hayden Royal
North Carolina
$223K +$297K +9,848 New
RPGK
284
Retirement Planning Group (Kansas)
Kansas
$221K -$101K -3,347 -25%
BC
285
Burleson & Co
California
$219K +$91K +3,018 +48%
TGAM
286
TBH Global Asset Management
Tennessee
$217K -$13.4K -444 -4%
AIM
287
Aspen Investment Management
Michigan
$215K -$96.8K -3,208 -25%
DWT
288
Dorsey & Whitney Trust
South Dakota
$215K
RA
289
RFG Advisory
Alabama
$208K -$1.38M -45,636 -83%
CWM
290
Calamos Wealth Management
Illinois
$207K
OFG
291
Oxford Financial Group
Indiana
$207K
FIM
292
Freedom Investment Management
Connecticut
$205K +$185K +6,122 New
NCM
293
Narwhal Capital Management
Georgia
$204K -$33.2K -1,100 -11%
RFN
294
RDA Financial Network
Iowa
$203K -$24.1K -800 -8%
FAIM
295
Financial Advocates Investment Management
Washington
$201K -$76.6K -2,539 -22%
Koshinski Asset Management
296
Koshinski Asset Management
Illinois
$201K -$43.7K -1,448 -14%
KOMWMG
297
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$200K -$9.71K -322 -4%
FM
298
Family Management
New York
$161K -$90.9K -3,015 -30%
AIM
299
Anchor Investment Management
South Carolina
$157K -$36.9K -1,225 -15%
CIAS
300
Capital Investment Advisory Services
North Carolina
$154K +$5.22K +173 +3%

IDV Hedge Fund Activity: Q1 2020 in Review

395 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q1 2020, worth a combined $1.61B — down 32% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of IDV and 39 opened new positions — a net loss of 25 holders — while 156 trimmed existing stakes and 144 added.

The largest buyer was Ameriprise, adding an estimated $80.2M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $34.1M.

  • 395 institutional investors held iShares International Select Dividend ETF (IDV) as of Q1 2020, down from 427 in Q4 2019.
  • Funds reported $1.61B of iShares International Select Dividend ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 39 funds opened new iShares International Select Dividend ETF positions in Q1 2020 and 64 closed out, a net change of -25 holders.
  • The largest iShares International Select Dividend ETF buyer in Q1 2020 was Ameriprise, an estimated $80.2M added.
  • The largest iShares International Select Dividend ETF seller in Q1 2020 was Moneta Group Investment Advisors, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2020.