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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
SEIA
26
Signature Estate & Investment Advisors
California
$15.8M -$136K -4,236 -0.9%
LW
27
Linscomb Wealth
Texas
$15.5M +$486K +15,127 +3%
RJA
28
Raymond James & Associates
Florida
$14.5M -$1.44M -44,667 -9%
SF
29
Synovus Financial
Georgia
$13.6M +$811K +25,245 +7%
DWM
30
Destination Wealth Management
California
$12.6M +$73.7K +2,293 +0.6%
JP Morgan Chase
31
JP Morgan Chase
New York
$12.4M +$7.9M +245,975 +201%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$12.2M +$257K +7,999 +2%
CWM
33
Chicago Wealth Management
Illinois
$11.4M +$10.9M +339,699 New
IWA
34
Independence Wealth Advisors
Virginia
$10.7M +$51.6K +1,607 +0.5%
TPCW
35
TD Private Client Wealth
New York
$10.1M +$9.63M +299,607 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$9.19M +$605K +18,825 +7%
AG
37
Advisor Group
Arizona
$8.98M +$72.2K +2,247 +0.8%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$8.97M +$7.1M +220,881 +475%
MML Investors Services
39
MML Investors Services
Massachusetts
$8.5M +$654K +20,361 +9%
CI
40
CX Institutional
Indiana
$7.55M -$373K -11,600 -5%
AWM
41
Altus Wealth Management
Kentucky
$7.36M +$7.05M +219,330 New
RIA
42
RPG Investment Advisory
California
$7.29M +$35.1K +1,093 +0.5%
GBT
43
Grove Bank & Trust
Florida
$7.17M -$271K -8,425 -4%
MWM
44
Merriman Wealth Management
Washington
$6.62M -$184K -5,741 -3%
Northern Trust
45
Northern Trust
Illinois
$6.39M +$5.77M +179,720 +1,673%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$6.3M -$201K -6,263 -3%
DF
47
Donoghue Forlines
Massachusetts
$6.29M +$6.02M +187,346 New
BC
48
Brinker Capital
Pennsylvania
$6.16M +$2.56M +79,759 +77%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$6M +$5.74M +178,793 New
HI
50
Horizon Investments
North Carolina
$5.96M +$5.7M +177,521 New

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.