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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
UBS AM
51
UBS AM
Illinois
$4.72M +$321K +10,394 +7%
SC
52
Scotia Capital
Ontario, Canada
$4.46M +$1.14M +37,079 +34%
CA
53
Cornerstone Advisory
Maryland
$4.34M +$234K +7,590 +6%
GW
54
GW & Wade
Massachusetts
$4.24M -$236K -7,667 -5%
KA
55
Klingman & Associates
New York
$4.11M +$18.3K +592 +0.4%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$4.08M +$94.9K +3,079 +2%
OIA
57
OneDigital Investment Advisors
Kansas
$3.96M +$62.3K +2,021 +2%
VA
58
Valmark Advisers
Ohio
$3.92M +$299K +9,702 +8%
LPT
59
Legacy Private Trust
Wisconsin
$3.85M -$1.25M -40,443 -24%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$3.83M +$573K +18,578 +18%
OAM
61
Occidental Asset Management
California
$3.66M +$130K +4,202 +4%
AIS
62
Accurate Investment Solutions
Pennsylvania
$3.64M +$360K +11,689 +11%
AP
63
Agilis Partners
Massachusetts
$3.63M +$136K +4,398 +4%
JFA
64
JNBA Financial Advisors
Minnesota
$3.56M +$260K +8,436 +8%
MMHP
65
Murphy Middleton Hinkle & Parker
Georgia
$3.44M -$8.02K -260 -0.2%
EAM
66
Evanson Asset Management
California
$3.42M
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$3.34M -$1.13M -36,502 -25%
WAOTB
68
Wealth Advisors of Tampa Bay
Florida
$3.33M +$73.3K +2,376 +2%
TCM
69
Tuttle Capital Management
Connecticut
$3.13M +$3.08M +99,914 New
BCI
70
Brinker Capital Investments
Pennsylvania
$3.1M -$1.79K -58 -0.1%
WMA
71
Wealth Management Associates
New Jersey
$3.04M +$92.8K +3,009 +3%
HighTower Advisors
72
HighTower Advisors
Illinois
$2.92M +$210K +6,804 +8%
Creative Planning
73
Creative Planning
Kansas
$2.89M -$154 -5 -0%
KFGK
74
Keystone Financial Group (Kentucky)
Kentucky
$2.89M -$213K -6,915 -7%
1WA
75
180 Wealth Advisors
Washington
$2.86M +$487K +15,799 +21%

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.