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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
PWM
401
PRW Wealth Management
Massachusetts
-$1.09M -32,415 Closed
SHA
402
Seneca House Advisors
Virginia
-$1.05M -31,283 Closed
UCMOK
403
United Capital Management of KS
Kansas
-$1.04M -31,030 Closed
PPW
404
Pasadena Private Wealth
California
-$841K -25,059 Closed
Millennium Management
405
Millennium Management
New York
-$822K -24,496 Closed
UAS
406
United Asset Strategies
New York
-$759K -22,606 Closed
NR
407
Newfound Research
Massachusetts
-$752K -22,407 Closed
AI
408
Atria Investments
North Carolina
-$658K -19,610 Closed
WR
409
Watson Rebecca
-$649K -19,339 Closed
BWA
410
BlueSky Wealth Advisors
North Carolina
-$598K -17,756 Closed
JWCA
411
J.W. Cole Advisors
Florida
-$586K -17,449 Closed
WSTAM
412
Wilbanks Smith & Thomas Asset Management
Virginia
-$560K -16,677 Closed
Kovitz Investment Group Partners
413
Kovitz Investment Group Partners
Illinois
-$530K -15,800 Closed
OSAM
414
O'Shaughnessy Asset Management
Connecticut
-$504K -15,000 Closed
Allianz Asset Management
415
Allianz Asset Management
Germany
-$488K -14,529 Closed
SC
416
Schoolcraft Capital
Colorado
-$475K -14,154 Closed
PA
417
Pinnacle Associates
New York
-$372K -11,094 Closed
PPW
418
Parcion Private Wealth
Washington
-$319K -9,500 Closed
ACM
419
Argent Capital Management
Missouri
-$312K -9,305 Closed
EWF
420
Epstein & White Financial
California
-$313K -9,301 Closed
CWA
421
Clarus Wealth Advisors
Arizona
-$303K -9,001 Closed
WS
422
Wedbush Securities
California
-$286K -8,533 Closed
PA
423
Prism Advisors
California
-$281K -8,385 Closed
CCT
424
Chemung Canal Trust
New York
-$275K -8,180 Closed
SWP
425
Stratos Wealth Partners
Ohio
-$271K -8,084 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.