We are live on ! Find out more
IDV icon

iShares International Select Dividend ETF

427 hedge funds and large institutions have $2.38B invested in iShares International Select Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 170 increasing their positions, 127 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 28

34% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 127

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

20% more capital invested

Capital invested by funds: $1.99B → $2.38B (+$397M)

13% more funds holding

Funds holding: 377427 (+50)

13% more call options, than puts

Call options by funds: $849K | Put options by funds: $753K

2.35% more ownership

Funds ownership: 46.74%49.08% (+2.3%)

Holders
427
Holders Change
+50
Holders Change %
+13.26%
% of All Funds
8.41%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.24%
New
85
Increased
170
Reduced
127
Closed
28
Calls
$849K
Puts
$753K
Net Calls
+$96K
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
401
GQ Asset Management
New York
$14K +$13K +406 New
RE
402
RBC Europe
United Kingdom
$13.6K
ME
403
McIlrath & Eck
Washington
$13K -$8.58K -267 -42%
PB
404
Pinnacle Bancorp
Nebraska
$13K
RFA
405
Reilly Financial Advisors
California
$13K
AWM
406
Atticus Wealth Management
Florida
$12K +$11.2K +350 New
CAAS
407
Capital Asset Advisory Services
Michigan
$11K +$10.9K +338 New
CHA
408
Carmichael Hill & Associates
Maryland
$9K +$8.84K +275 New
TWA
409
TCI Wealth Advisors
Arizona
$8K -$3.85K -120 -35%
DI
410
Disciplined Investments
Oklahoma
$8K +$7.45K +232 New
Chevy Chase Trust
411
Chevy Chase Trust
Maryland
$8K +$8.03K +250 New
AA
412
Ancora Advisors
Ohio
$7K +$6.43K +200 New
AF
413
Advisornet Financial
Minnesota
$6K -$31.7K -987 -85%
LFG
414
Larson Financial Group
Missouri
$6K +$2.67K +83 +77%
FWM
415
FSA Wealth Management
Massachusetts
$6K +$5.59K +174 New
TI
416
tru Independence
Oregon
$6K +$9.03K +281 New
SIS
417
Sound Income Strategies
Florida
$5K
WA
418
WestEnd Advisors
North Carolina
$4.3K
EWM
419
EPG Wealth Management
Georgia
$4K +$3.69K +115 New
SIC
420
Salem Investment Counselors
North Carolina
$3K
SCA
421
Stonebridge Capital Advisors
Minnesota
$3K
LWANC
422
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$32 +1 +1%
CAGAS
423
Capital Advisory Group Advisory Services
Minnesota
$2K
NL
424
NVWM LLC
Pennsylvania
$1K -$9.64K -300 -88%
SIM
425
Sonora Investment Management
Arizona
$1K

IDV Hedge Fund Activity: Q4 2019 in Review

427 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q4 2019, worth a combined $2.38B — up 20% from $1.99B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IDV positions and 28 closed out — a net gain of 57 holders — while 170 added to existing stakes and 127 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $35.7M. The largest seller was Fiduciary Trust International of Pennsylvania, exiting entirely with an estimated $11.5M sold.

  • 427 institutional investors held iShares International Select Dividend ETF (IDV) as of Q4 2019, up from 377 in Q3 2019.
  • Funds reported $2.38B of iShares International Select Dividend ETF stock for Q4 2019, up 20% quarter-over-quarter.
  • 85 funds opened new iShares International Select Dividend ETF positions in Q4 2019 and 28 closed out, a net change of +57 holders.
  • The largest iShares International Select Dividend ETF buyer in Q4 2019 was Bank of New York Mellon, an estimated $35.7M added.
  • The largest iShares International Select Dividend ETF seller in Q4 2019 was Fiduciary Trust International of Pennsylvania, an estimated $11.5M sold.

Based on aggregated 13F filings for Q4 2019.