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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
NAM
101
NTV Asset Management
West Virginia
$1.59M +$15.4K +500 +1%
MBTD
102
Mechanics Bank - Trust Department
California
$1.56M -$19.4K -630 -1%
FCI
103
Financial Counselors Inc
Kansas
$1.56M -$54.6K -1,770 -3%
BRWM
104
B. Riley Wealth Management
Tennessee
$1.56M -$4.25K -138 -0.3%
MBT
105
Monroe Bank & Trust
Michigan
$1.54M +$80.7K +2,617 +6%
MWM
106
Mascoma Wealth Management
New Hampshire
$1.52M +$155K +5,021 +11%
IWS
107
Insight Wealth Strategies
California
$1.52M +$1.52M +49,277 New
MPW
108
MA Private Wealth
California
$1.52M -$20.4K -660 -1%
WP
109
WealthPLAN Partners
Nebraska
$1.5M +$14.7K +476 +1%
SI
110
Stephens Inc
Arkansas
$1.48M -$66.1K -2,145 -4%
AWMS
111
Advocacy Wealth Management Services
Georgia
$1.48M +$1.46M +47,393 New
BOS
112
Bingham Osborn & Scarborough
California
$1.44M +$64K +2,075 +5%
WTC
113
WhitTier Trust Company
Nevada
$1.43M -$36.4K -1,182 -2%
BIAS
114
Beacon Investment Advisory Services
New Jersey
$1.41M +$368K +11,930 +35%
SHCM
115
Stokes & Hubbell Capital Management
Louisiana
$1.4M -$1.2K -39 -0.1%
AWA
116
Arete Wealth Advisors
Illinois
$1.39M -$48.8K -1,582 -3%
AGA
117
Arkos Global Advisors
Texas
$1.39M +$155K +5,025 +13%
CBN
118
Cadence Bank NA
Texas
$1.38M +$19.3K +627 +1%
CAN
119
Cetera Advisor Networks
California
$1.37M +$129K +4,180 +10%
OFG
120
OmniStar Financial Group
North Carolina
$1.35M -$56.7K -1,838 -4%
NA
121
NewEdge Advisors
Louisiana
$1.34M +$172K +5,568 +15%
Mariner
122
Mariner
Kansas
$1.31M +$662K +21,458 +101%
CCWA
123
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.29M +$88.4K +2,866 +7%
FWP
124
FAS Wealth Partners
Kansas
$1.25M +$6.63K +215 +0.5%
CAL
125
Capital Advisors Ltd
Ohio
$1.25M -$42.4K -1,374 -3%

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.