We are live on ! Find out more
IDV icon

iShares International Select Dividend ETF

395 hedge funds and large institutions have $1.61B invested in iShares International Select Dividend ETF in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,740% more call options, than puts

Call options by funds: $384K | Put options by funds: $10K

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

1.11% less ownership

Funds ownership: 49.08%47.97% (-1.1%)

7% less funds holding

Funds holding: 427395 (-32)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

32% less capital invested

Capital invested by funds: $2.38B → $1.61B (-$770M)

39% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 64

Holders
395
Holders Change
-32
Holders Change %
-7.49%
% of All Funds
8.7%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
39
Increased
144
Reduced
156
Closed
64
Calls
$384K
Puts
$10K
Net Calls
+$374K
Net Calls Change
+$278K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.34M -$6.24M -206,836 -77%
LPT
102
Legacy Private Trust
Wisconsin
$1.34M -$1.56M -51,775 -47%
SI
103
Stephens Inc
Arkansas
$1.34M +$82.7K +2,742 +5%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$1.33M -$3.62M -120,122 -67%
BOS
105
Bingham Osborn & Scarborough
California
$1.32M +$219K +7,264 +14%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$1.29M -$2.68M -88,883 -61%
WP
107
WealthPLAN Partners
Nebraska
$1.27M -$718K -23,809 -30%
BIAS
108
Beacon Investment Advisory Services
New Jersey
$1.25M +$216K +7,166 +15%
HR
109
Howe & Rusling
New York
$1.25M +$565K +18,720 +51%
CB
110
Commerce Bank
Missouri
$1.25M +$108K +3,585 +7%
KFA
111
Kays Financial Advisory
Georgia
$1.22M +$435K +14,421 +37%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$1.2M
WA
113
WealthTrust Axiom
Pennsylvania
$1.18M -$42.9K -1,424 -3%
EH
114
Equitable Holdings
New York
$1.17M +$380K +12,587 +32%
Creative Planning
115
Creative Planning
Kansas
$1.16M -$1.35M -44,807 -47%
FWP
116
FAS Wealth Partners
Kansas
$1.15M +$339K +11,226 +28%
M
117
MOTCO
Texas
$1.11M +$26.9K +893 +2%
AGA
118
Arkos Global Advisors
Texas
$1.11M -$229K -7,606 -13%
EWA
119
ERTS Wealth Advisors
Michigan
$1.1M -$104K -3,443 -7%
MBTD
120
Mechanics Bank - Trust Department
California
$1.09M +$5.97K +198 +0.4%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$1.06M +$240K +7,957 +20%
Prudential Financial
122
Prudential Financial
New Jersey
$1.02M +$1.36M +45,220 New
CBN
123
Cadence Bank NA
Texas
$1.01M -$80K -2,653 -6%
SBL
124
Sargent Bickham Lagudis
Colorado
$1M +$28.2K +934 +2%
SPC
125
Sigma Planning Corp
Michigan
$981K -$229K -7,607 -15%

IDV Hedge Fund Activity: Q1 2020 in Review

395 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q1 2020, worth a combined $1.61B — down 32% from $2.38B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of IDV and 39 opened new positions — a net loss of 25 holders — while 156 trimmed existing stakes and 144 added.

The largest buyer was Ameriprise, adding an estimated $80.2M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $34.1M.

  • 395 institutional investors held iShares International Select Dividend ETF (IDV) as of Q1 2020, down from 427 in Q4 2019.
  • Funds reported $1.61B of iShares International Select Dividend ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 39 funds opened new iShares International Select Dividend ETF positions in Q1 2020 and 64 closed out, a net change of -25 holders.
  • The largest iShares International Select Dividend ETF buyer in Q1 2020 was Ameriprise, an estimated $80.2M added.
  • The largest iShares International Select Dividend ETF seller in Q1 2020 was Moneta Group Investment Advisors, an estimated $34.1M sold.

Based on aggregated 13F filings for Q1 2020.