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iShares International Select Dividend ETF

390 hedge funds and large institutions have $1.62B invested in iShares International Select Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 112 increasing their positions, 154 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,420% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $731K

119% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 32

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $1.4B → $1.62B (+$219M)

9% more funds holding

Funds holding: 358390 (+32)

0.29% less ownership

Funds ownership: 43.68%43.38% (-0.29%)

27% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 154

Holders
390
Holders Change
+32
Holders Change %
+8.94%
% of All Funds
6.9%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.14%
New
70
Increased
112
Reduced
154
Closed
32
Calls
$11.1M
Puts
$731K
Net Calls
+$10.4M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
26
Institutional & Family Asset Management
Colorado
$9.51M +$833K +30,481 +10%
Osaic Holdings
27
Osaic Holdings
Arizona
$9.32M +$341K +12,477 +4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$8.94M -$925K -33,834 -10%
M&T Bank
29
M&T Bank
New York
$8.83M -$60K -2,195 -0.7%
TPCW
30
TD Private Client Wealth
New York
$8.71M -$2.29M -83,656 -22%
DWM
31
Destination Wealth Management
California
$8.46M -$3.81M -139,372 -33%
Truist Financial
32
Truist Financial
North Carolina
$8.31M -$1.42M -52,028 -16%
FWP
33
FAS Wealth Partners
Kansas
$8.25M +$1.98M +72,332 +35%
BCI
34
Brinker Capital Investments
Pennsylvania
$7.96M -$11.9M -436,392 -62%
Manulife (Manufacturers Life Insurance)
35
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.86M +$7.29M +266,654 New
RJA
36
Raymond James & Associates
Florida
$7.75M +$865K +31,656 +14%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$7.48M -$299K -10,941 -4%
Franklin Resources
38
Franklin Resources
California
$7.47M +$1.39M +50,862 +25%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$7.23M +$3.98M +145,672 +146%
JMPWA
40
JP Morgan Private Wealth Advisors
California
$6.96M -$140K -5,134 -2%
FA
41
Fountainhead AM
New Jersey
$6.73M +$6.24M +228,240 New
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$6.6M -$1.7M -62,219 -22%
RIA
43
RPG Investment Advisory
California
$6.52M -$17.2K -630 -0.3%
JFA
44
JNBA Financial Advisors
Minnesota
$6.32M -$489K -17,895 -8%
CWM
45
Chicago Wealth Management
Illinois
$6M +$42.8K +1,566 +0.8%
CG
46
Colony Group
Massachusetts
$5.55M -$376K -13,743 -7%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$5.15M +$4.58M +167,477 +2,302%
PI
48
PFS Investments
Georgia
$5.08M +$336K +12,275 +8%
CL
49
COWA LLC
Oklahoma
$5M +$4.39M +160,743 New
SF
50
Synovus Financial
Georgia
$4.98M -$212K -7,761 -4%

IDV Hedge Fund Activity: Q4 2020 in Review

390 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q4 2020, worth a combined $1.62B — up 16% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new IDV positions and 32 closed out — a net gain of 38 holders — while 112 added to existing stakes and 154 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.5M. The largest seller was UBS Group, cutting an estimated $18M.

  • 390 institutional investors held iShares International Select Dividend ETF (IDV) as of Q4 2020, up from 358 in Q3 2020.
  • Funds reported $1.62B of iShares International Select Dividend ETF stock for Q4 2020, up 16% quarter-over-quarter.
  • 70 funds opened new iShares International Select Dividend ETF positions in Q4 2020 and 32 closed out, a net change of +38 holders.
  • The largest iShares International Select Dividend ETF buyer in Q4 2020 was Morgan Stanley, an estimated $34.5M added.
  • The largest iShares International Select Dividend ETF seller in Q4 2020 was UBS Group, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2020.