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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
TCM
126
Twin Capital Management
Pennsylvania
$1.23M +$320K +10,380 +35%
WA
127
Wilshire Advisors
California
$1.23M +$320K +10,380 +35%
BRWA
128
B. Riley Wealth Advisors
Florida
$1.23M +$48.8K +1,582 +4%
AAS
129
Annex Advisory Services
Wisconsin
$1.23M +$66.2K +2,148 +6%
SFM
130
Signet Financial Management
New Jersey
$1.22M -$32.2K -1,045 -3%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$1.2M +$1.05M +34,005 +1,134%
SBL
132
Sargent Bickham Lagudis
Colorado
$1.16M -$61K -1,979 -5%
IC
133
Intersect Capital
California
$1.15M +$123 +4 +0%
HR
134
Howe & Rusling
New York
$1.14M +$25.1K +814 +2%
BF
135
BOK Financial
Oklahoma
$1.13M +$239K +7,747 +27%
HTC
136
Haverford Trust Company
Pennsylvania
$1.11M +$74.9K +2,428 +7%
MA
137
MUFG Americas
New York
$1.11M -$30.5K -989 -3%
MIAN
138
Mariner Independent Advisor Network
Kansas
$1.1M +$133K +4,325 +14%
LIA
139
LBMC Investment Advisors
Tennessee
$1.1M +$33.9K +1,098 +3%
Daiwa Securities Group
140
Daiwa Securities Group
Japan
$1.1M +$444K +14,400 +68%
EIG
141
Ellenbecker Investment Group
Wisconsin
$1.08M -$1.92M -62,420 -64%
FA
142
FDx Advisors
Illinois
$1.08M +$274K +8,881 +34%
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$1.06M -$89.9K -2,917 -8%
BUB
144
BBVA USA Bancshares
Texas
$1.06M +$221K +7,153 +26%
BC
145
Brinker Capital
Pennsylvania
$1.04M +$281K +9,110 +37%
CFA
146
Camarda Financial Advisors
Florida
$1.03M -$4.12M -133,663 -80%
WDL
147
Well Done LLC
Michigan
$1.03M +$215K +6,960 +26%
Citigroup
148
Citigroup
New York
$986K +$35.4K +1,147 +4%
DBRC
149
D.B. Root & Company
Pennsylvania
$972K +$23.5K +762 +2%
CBFP
150
Cedar Brook Financial Partners
Ohio
$947K +$8.94K +290 +1%

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.