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iShares International Select Dividend ETF

415 hedge funds and large institutions have $1.88B invested in iShares International Select Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,929% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $586K

107% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 27

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

16% more capital invested

Capital invested by funds: $1.62B → $1.88B (+$258M)

16% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 127

6% more funds holding

Funds holding: 390415 (+25)

2.52% more ownership

Funds ownership: 43.38%45.9% (+2.5%)

Holders
415
Holders Change
+25
Holders Change %
+6.41%
% of All Funds
7.29%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
56
Increased
147
Reduced
127
Closed
27
Calls
$23.6M
Puts
$586K
Net Calls
+$23M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
301
Wintrust Investments
Illinois
$234K +$231K +7,433 New
DC
302
Davenport & Co
Virginia
$232K -$270K -8,702 -54%
EWA
303
Exencial Wealth Advisors
Oklahoma
$230K -$7.42K -239 -3%
SWA
304
Sax Wealth Advisors
New Jersey
$227K +$2.92K +94 +1%
TGAM
305
TBH Global Asset Management
Tennessee
$226K -$61.5K -1,981 -22%
EFS
306
Essex Financial Services
Connecticut
$222K +$219K +7,050 New
HI
307
Harbour Investments
Wisconsin
$219K +$216K +6,945 New
GFS
308
GYL Financial Synergies
Connecticut
$218K +$215K +6,915 New
PA
309
PSI Advisors
Florida
$214K -$26.9K -867 -11%
SWM
310
Spire Wealth Management
Virginia
$211K +$208K +6,691 New
CAWM
311
Capital Advisors Wealth Management
Washington
$209K +$206K +6,630 New
VVP
312
Venture Visionary Partners
Ohio
$208K -$70.4K -2,267 -25%
PA
313
Pinnacle Associates
New York
$206K +$203K +6,550 New
BC
314
Burleson & Co
California
$195K +$192K +6,187 New
Jones Financial Companies
315
Jones Financial Companies
Missouri
$186K +$176K +5,658 +2,135%
CIAS
316
Capital Investment Advisory Services
North Carolina
$170K -$98.7K -3,176 -37%
FRA
317
Front Row Advisors
California
$159K +$6.15K +198 +4%
TFS
318
TrustCore Financial Services
Tennessee
$129K
BA
319
Ballast Advisors
Minnesota
$117K -$5.5K -177 -5%
HR
320
Howe & Rusling
New York
$113K -$898K -28,894 -89%
AIM
321
Anchor Investment Management
South Carolina
$111K -$9.32K -300 -8%
FHC
322
First Horizon Corporation
Tennessee
$106K
VFA
323
Valeo Financial Advisors
Indiana
$100K +$24.2K +780 +32%
Fidelity Investments
324
Fidelity Investments
Massachusetts
$97K +$55.9K +1,800 +139%
NSIM
325
North Star Investment Management
Illinois
$95K +$54.1K +1,743 +136%

IDV Hedge Fund Activity: Q1 2021 in Review

415 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q1 2021, worth a combined $1.88B — up 16% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IDV positions and 27 closed out — a net gain of 29 holders — while 147 added to existing stakes and 127 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $31.4M. The largest seller was First National Bank of Hutchinson, cutting an estimated $20.4M.

  • 415 institutional investors held iShares International Select Dividend ETF (IDV) as of Q1 2021, up from 390 in Q4 2020.
  • Funds reported $1.88B of iShares International Select Dividend ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 56 funds opened new iShares International Select Dividend ETF positions in Q1 2021 and 27 closed out, a net change of +29 holders.
  • The largest iShares International Select Dividend ETF buyer in Q1 2021 was Financial Perspectives, an estimated $31.4M added.
  • The largest iShares International Select Dividend ETF seller in Q1 2021 was First National Bank of Hutchinson, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2021.