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iShares International Select Dividend ETF

282 hedge funds and large institutions have $1.47B invested in iShares International Select Dividend ETF in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 108 increasing their positions, 94 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 28

15% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 94

4% more funds holding

Funds holding: 271282 (+11)

1.17% more ownership

Funds ownership: 44.29%45.47% (+1.2%)

5% more capital invested

Capital invested by funds: $1.4B → $1.47B (+$68M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

32% less call options, than puts

Call options by funds: $1.05M | Put options by funds: $1.55M

Holders
282
Holders Change
+11
Holders Change %
+4.06%
% of All Funds
7.05%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
42
Increased
108
Reduced
94
Closed
28
Calls
$1.05M
Puts
$1.55M
Net Calls
-$503K
Net Calls Change
-$5K
Name Holding Trade Value Shares
Change
Change in
Stake
MBT
76
Monroe Bank & Trust
Michigan
$2M -$71.3K -2,439 -3%
NR
77
Newfound Research
Massachusetts
$1.96M +$627K +21,448 +48%
AG
78
Advisor Group
Arizona
$1.96M -$88.8K -3,037 -4%
William Blair & Company
79
William Blair & Company
Illinois
$1.94M -$641K -21,922 -25%
LPT
80
Legacy Private Trust
Wisconsin
$1.93M +$300K +10,263 +19%
UBS AM
81
UBS AM
Illinois
$1.92M +$55.8K +1,909 +3%
KTC
82
Kistler-Tiffany Companies
Pennsylvania
$1.89M -$175K -5,995 -9%
CCP
83
Cardan Capital Partners
Colorado
$1.82M +$1.8M +61,581 New
BCM
84
Brookstone Capital Management
Illinois
$1.78M +$903K +30,904 +106%
CAI
85
Capital Advisors Inc
Oklahoma
$1.76M +$1.74M +59,639 New
EDRIA
86
Edmonds Duncan Registered Investment Advisors
Kansas
$1.74M +$162K +5,552 +10%
WA
87
WealthTrust Axiom
Pennsylvania
$1.68M +$127K +4,335 +8%
CCWA
88
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.65M -$513K -17,549 -24%
SPC
89
Sigma Planning Corp
Michigan
$1.62M +$31.4K +1,074 +2%
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.6M +$740K +25,317 +88%
BRF
91
B. Riley Financial
California
$1.56M -$119K -4,073 -7%
CIBC World Market
92
CIBC World Market
Ontario, Canada
$1.55M +$52.7K +1,801 +4%
FA
93
FDx Advisors
Illinois
$1.54M -$618K -21,123 -29%
GW
94
GW & Wade
Massachusetts
$1.53M +$273K +9,343 +22%
FCI
95
Financial Counselors Inc
Kansas
$1.53M +$1.51M +51,787 New
AI
96
Atria Investments
North Carolina
$1.48M +$70.5K +2,412 +5%
HWM
97
Highwater Wealth Management
Colorado
$1.43M +$314K +10,748 +29%
AFP
98
Ausdal Financial Partners
Iowa
$1.4M +$7.66K +262 +0.6%
WTC
99
WhitTier Trust Company
Nevada
$1.4M -$298K -10,194 -18%
Creative Planning
100
Creative Planning
Kansas
$1.39M +$169K +5,782 +14%

IDV Hedge Fund Activity: Q4 2016 in Review

282 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q4 2016, worth a combined $1.47B — up 4.9% from $1.4B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IDV positions and 28 closed out — a net gain of 14 holders — while 108 added to existing stakes and 94 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $21.2M. The largest seller was Spruce Investment Advisors, cutting an estimated $19.9M.

  • 282 institutional investors held iShares International Select Dividend ETF (IDV) as of Q4 2016, up from 271 in Q3 2016.
  • Funds reported $1.47B of iShares International Select Dividend ETF stock for Q4 2016, up 4.9% quarter-over-quarter.
  • 42 funds opened new iShares International Select Dividend ETF positions in Q4 2016 and 28 closed out, a net change of +14 holders.
  • The largest iShares International Select Dividend ETF buyer in Q4 2016 was Janney Montgomery Scott, an estimated $21.2M added.
  • The largest iShares International Select Dividend ETF seller in Q4 2016 was Spruce Investment Advisors, an estimated $19.9M sold.

Based on aggregated 13F filings for Q4 2016.