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iShares International Select Dividend ETF

392 hedge funds and large institutions have $2.04B invested in iShares International Select Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 157 increasing their positions, 119 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

32% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 119

3% more funds holding

Funds holding: 379392 (+13)

4% more capital invested

Capital invested by funds: $1.97B → $2.04B (+$73.5M)

2.71% less ownership

Funds ownership: 51.04%48.33% (-2.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

21% less call options, than puts

Call options by funds: $497K | Put options by funds: $633K

Holders
392
Holders Change
+13
Holders Change %
+3.43%
% of All Funds
8.48%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
50
Increased
157
Reduced
119
Closed
30
Calls
$497K
Puts
$633K
Net Calls
-$136K
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
401
Comerica Bank
Texas
-$338K -11,087 Closed
HCMT
402
Highland Capital Management (Tennessee)
Tennessee
-$283K -9,851 Closed
FIM
403
Freedom Investment Management
Connecticut
-$268K -9,339 Closed
Verition Fund Management
404
Verition Fund Management
Connecticut
-$259K -9,008 Closed
PEA
405
Pacific Edge Advisors
California
-$234K -8,150 Closed
UBV
406
United Bank (Virginia)
Virginia
-$226K -7,874 Closed
W
407
WealthOne
New York
-$91K -3,152 Closed
EWA
408
ERTS Wealth Advisors
Michigan
-$71K -2,460 Closed
CA
409
Claro Advisors
Massachusetts
-$68K -2,094 Closed
JA
410
JOYN Advisors
Georgia
-$44K -1,519 Closed
KCM
411
Karp Capital Management
California
-$43K -1,500 Closed
S
412
SignatureFD
Georgia
-$42K -1,452 Closed
MOS
413
MGO One Seven
Ohio
-$34K -1,205 Closed
CFD
414
Creative Financial Designs
Indiana
-$29K -1,000 Closed
PG
415
Patten Group
Tennessee
-$18K -620 Closed
RWA
416
Ropes Wealth Advisors
Massachusetts
-$11K -400 Closed
VNA
417
Valley National Advisers
Pennsylvania
-$8K -271 Closed
DWM
418
Doyle Wealth Management
Florida
-$3K -100 Closed
FGAM
419
Financial Gravity Asset Management
Texas
+$432 +14 New
CRWM
420
Castle Rock Wealth Management
California
+$444K +14,398 New

IDV Hedge Fund Activity: Q1 2019 in Review

392 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q1 2019, worth a combined $2.04B — up 3.7% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IDV positions and 30 closed out — a net gain of 20 holders — while 157 added to existing stakes and 119 trimmed.

The largest buyer was Moneta Group Investment Advisors, adding an estimated $29.1M. The largest seller was Ameriprise, cutting an estimated $114M.

  • 392 institutional investors held iShares International Select Dividend ETF (IDV) as of Q1 2019, up from 379 in Q4 2018.
  • Funds reported $2.04B of iShares International Select Dividend ETF stock for Q1 2019, up 3.7% quarter-over-quarter.
  • 50 funds opened new iShares International Select Dividend ETF positions in Q1 2019 and 30 closed out, a net change of +20 holders.
  • The largest iShares International Select Dividend ETF buyer in Q1 2019 was Moneta Group Investment Advisors, an estimated $29.1M added.
  • The largest iShares International Select Dividend ETF seller in Q1 2019 was Ameriprise, an estimated $114M sold.

Based on aggregated 13F filings for Q1 2019.