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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
NFG
151
Next Financial Group
Texas
$801K -$1.24M -41,153 -54%
BF
152
BOK Financial
Oklahoma
$797K -$7.48K -248 -0.7%
EWM
153
Empirical Wealth Management
Washington
$793K +$722K +23,946 +215%
PP
154
Prudential plc
United Kingdom
$784K +$234K +7,760 +29%
OFG
155
OmniStar Financial Group
North Carolina
$776K -$393K -13,022 -27%
HA
156
HYA Advisors
Missouri
$776K +$305K +10,099 +42%
BUB
157
BBVA USA Bancshares
Texas
$774K -$33.1K -1,099 -3%
BWL
158
Bogart Wealth LLC
Virginia
$771K +$40.8K +1,352 +4%
MA
159
MUFG Americas
New York
$767K -$1.51K -50 -0.1%
SFM
160
Signet Financial Management
New Jersey
$760K -$42.8K -1,418 -4%
WB
161
West Bancorporation
Iowa
$759K -$32.6K -1,082 -3%
MIAN
162
Mariner Independent Advisor Network
Kansas
$758K -$307K -10,169 -22%
LIA
163
LBMC Investment Advisors
Tennessee
$753K -$69.7K -2,310 -6%
CBFP
164
Cedar Brook Financial Partners
Ohio
$750K -$6.45K -214 -0.6%
BWM
165
BerganKDV Wealth Management
Minnesota
$747K +$272K +9,005 +37%
MCCP
166
Mission Creek Capital Partners
California
$740K +$110K +3,631 +12%
BRWM
167
B. Riley Wealth Management
Tennessee
$733K +$277K +9,198 +28%
SFA
168
Sequoia Financial Advisors
Ohio
$728K +$168K +5,557 +21%
GWAG
169
Garrett Wealth Advisory Group
Texas
$725K -$1.54K -51 -0.2%
FNBOSM
170
First National Bank of South Miami
Florida
$704K
RMAM
171
Raab & Moskowitz Asset Management
New Jersey
$702K -$345K -11,452 -27%
GAM
172
Gould Asset Management
California
$683K +$72.5K +2,405 +9%
FCFC
173
First Citizens Financial Corp
Iowa
$661K -$17.8K -590 -2%
SFG
174
Summit Financial Group
West Virginia
$636K +$38.9K +1,290 +5%
LFAS
175
Level Four Advisory Services
Texas
$620K -$37.3K -1,238 -4%

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.