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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
LFG
376
Larson Financial Group
Missouri
$6K +$1.93K +64 +34%
TWA
377
TCI Wealth Advisors
Arizona
$5K
SC
378
Stratford Consulting
Texas
$5K +$6.03K +200 New
JFGIW
379
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K +$6.15K +204 New
FWM
380
FSA Wealth Management
Massachusetts
$4K
SIS
381
Sound Income Strategies
Florida
$4K
AF
382
Advisornet Financial
Minnesota
$3K -$603 -20 -12%
EWM
383
EPG Wealth Management
Georgia
$3K
SWA
384
Stratos Wealth Advisors
Ohio
$3K +$3.38K +112 New
WA
385
WestEnd Advisors
North Carolina
$2.37K -$694 -23 -18%
CAGAS
386
Capital Advisory Group Advisory Services
Minnesota
$2K
SIC
387
Salem Investment Counselors
North Carolina
$2K
SCA
388
Stonebridge Capital Advisors
Minnesota
$2K
LWANC
389
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K +$90 +3 +4%
WAMC
390
Western Asset Management Company
California
$2K +$2.5K +83 New
PMFA
391
Plante Moran Financial Advisors
Michigan
$2K +$3.02K +100 New
FGAM
392
Financial Gravity Asset Management
Texas
$1.32K +$633 +21 +57%
LPWM
393
Lake Point Wealth Management
Texas
$1K
SIM
394
Sonora Investment Management
Arizona
$1K
WIM
395
Westside Investment Management
California
$11 +$15K +498 New
CWM
396
Chicago Wealth Management
Illinois
-$11.4M -339,699 Closed
AWM
397
Altus Wealth Management
Kentucky
-$7.36M -219,330 Closed
MWM
398
Merriman Wealth Management
Washington
-$6.62M -197,238 Closed
DF
399
Donoghue Forlines
Massachusetts
-$6.29M -187,346 Closed
SAS
400
Sage Advisory Services
Texas
-$1.12M -33,290 Closed

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.