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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
NA
101
NewEdge Advisors
Louisiana
$2.36M +$36.7K +1,143 +2%
SDWIA
102
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.34M +$97.8K +3,044 +5%
TCM
103
Twin Capital Management
Pennsylvania
$2.21M -$228K -7,110 -10%
WA
104
Wilshire Advisors
California
$2.21M -$228K -7,110 -10%
NAM
105
NTV Asset Management
West Virginia
$2.08M +$488K +15,200 +33%
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.96M -$4.47K -139 -0.2%
CG
107
Colony Group
Massachusetts
$1.96M -$186K -5,786 -9%
AGA
108
Arkos Global Advisors
Texas
$1.9M +$280K +8,707 +18%
SI
109
Stephens Inc
Arkansas
$1.89M -$42.7K -1,330 -2%
RA
110
RFG Advisory
Alabama
$1.84M -$127K -3,966 -7%
SFS
111
Sowell Financial Services
Arkansas
$1.84M -$63K -1,962 -3%
WA
112
WealthTrust Axiom
Pennsylvania
$1.8M +$386 +12 +0%
EWA
113
ERTS Wealth Advisors
Michigan
$1.75M +$41.8K +1,300 +3%
CAN
114
Cetera Advisor Networks
California
$1.75M +$198K +6,172 +13%
CB
115
Commerce Bank
Missouri
$1.73M +$160K +4,969 +11%
Goldman Sachs
116
Goldman Sachs
New York
$1.72M -$165K -5,127 -9%
SPC
117
Sigma Planning Corp
Michigan
$1.71M +$169K +5,265 +12%
BOS
118
Bingham Osborn & Scarborough
California
$1.71M
BIAS
119
Beacon Investment Advisory Services
New Jersey
$1.62M -$30.6K -951 -2%
M
120
MOTCO
Texas
$1.62M +$673K +20,955 +77%
MBTD
121
Mechanics Bank - Trust Department
California
$1.62M -$43.4K -1,350 -3%
OFG
122
OmniStar Financial Group
North Carolina
$1.59M -$21.2K -661 -1%
CBN
123
Cadence Bank NA
Texas
$1.58M -$77.1K -2,399 -5%
HS
124
Horan Securities
United States
$1.52M -$338K -10,535 -19%
MIAN
125
Mariner Independent Advisor Network
Kansas
$1.52M +$143K +4,457 +11%

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.