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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
MML Investors Services
26
MML Investors Services
Massachusetts
$13.2M -$514K -16,654 -4%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$12.9M -$1.08M -35,097 -8%
LW
28
Linscomb Wealth
Texas
$12.8M +$355K +11,510 +3%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$12.4M +$1.22M +39,610 +11%
DWM
30
Destination Wealth Management
California
$11.3M +$165K +5,356 +1%
CI
31
CX Institutional
Indiana
$9.51M -$552K -17,887 -5%
IWA
32
Independence Wealth Advisors
Virginia
$9.27M +$2.06M +66,916 +29%
SB
33
Suntrust Banks
Georgia
$8.52M +$475K +15,398 +6%
PWPCM
34
Perella Weinberg Partners Capital Management
New York
$8.47M +$8.46M +274,505 New
M&T Bank
35
M&T Bank
New York
$8.2M -$541K -17,553 -6%
HS
36
Horan Securities
United States
$8.12M -$378K -12,257 -4%
AL
37
Aspiriant LLC
California
$8.07M +$533K +17,290 +7%
BW
38
Biegel & Waller
Maryland
$8.02M -$113K -3,654 -1%
AT
39
Arden Trust
Delaware
$7.39M +$397K +12,889 +6%
AG
40
Advisor Group
Arizona
$6.9M +$422K +13,675 +7%
BTS
41
BB&T Securities
Virginia
$6.54M +$1.2M +38,894 +22%
JP Morgan Chase
42
JP Morgan Chase
New York
$6.19M +$1.52M +49,363 +33%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$6.03M +$667K +21,629 +12%
GBT
44
Grove Bank & Trust
Florida
$5.95M +$1.04M +33,777 +21%
AAS
45
Avantax Advisory Services
Texas
$5.41M -$24.1K -783 -0.4%
DADC
46
D.A. Davidson & Co
Montana
$5.13M -$1.53M -49,715 -23%
DF
47
Donoghue Forlines
Massachusetts
$4.87M -$157K -5,078 -3%
PI
48
PFS Investments
Georgia
$4.86M +$1.16M +37,556 +31%
Goldman Sachs
49
Goldman Sachs
New York
$4.83M +$33K +1,070 +0.7%
SFG
50
StrategIQ Financial Group
Indiana
$4.73M +$20.8K +673 +0.4%

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.