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iShares International Select Dividend ETF

415 hedge funds and large institutions have $1.88B invested in iShares International Select Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 147 increasing their positions, 127 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,929% more call options, than puts

Call options by funds: $23.6M | Put options by funds: $586K

107% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 27

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

16% more capital invested

Capital invested by funds: $1.62B → $1.88B (+$258M)

16% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 127

6% more funds holding

Funds holding: 390415 (+25)

2.52% more ownership

Funds ownership: 43.38%45.9% (+2.5%)

Holders
415
Holders Change
+25
Holders Change %
+6.41%
% of All Funds
7.29%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.18%
New
56
Increased
147
Reduced
127
Closed
27
Calls
$23.6M
Puts
$586K
Net Calls
+$23M
Net Calls Change
+$12.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
151
Sigma Planning Corp
Michigan
$963K -$79.8K -2,569 -8%
CPIG
152
Chicago Partners Investment Group
Illinois
$960K +$915K +29,457 New
HSWM
153
Hubbell Strickland Wealth Management
Louisiana
$955K -$217K -6,999 -19%
EH
154
Equitable Holdings
New York
$950K -$88.9K -2,862 -9%
SFG
155
Summit Financial Group
West Virginia
$935K +$179K +5,750 +24%
WP
156
WealthPLAN Partners
Nebraska
$887K -$14.5K -467 -2%
HC
157
Hatton Consulting
Arizona
$878K +$866K +27,888 New
OFG
158
OmniStar Financial Group
North Carolina
$874K -$110K -3,545 -11%
KFGK
159
Keystone Financial Group (Kentucky)
Kentucky
$871K -$62.5K -2,011 -7%
SFS
160
Sowell Financial Services
Arkansas
$860K +$93K +2,995 +13%
PBF
161
Petix & Botte Financial
California
$834K +$1.99K +64 +0.2%
LIA
162
LBMC Investment Advisors
Tennessee
$832K +$497 +16 +0.1%
TWM
163
Titus Wealth Management
California
$803K +$69.4K +2,233 +10%
LPT
164
Legacy Private Trust
Wisconsin
$792K +$126K +4,043 +19%
MA
165
Mutual Advisors
Nebraska
$791K -$52.2K -1,680 -6%
FMC
166
First Merchants Corp
Indiana
$783K -$114K -3,665 -13%
BBA
167
Braun-Bostich & Associates
Pennsylvania
$776K +$36.8K +1,186 +5%
PS
168
Planned Solutions
California
$768K +$259K +8,346 +52%
AWM
169
AE Wealth Management
Kansas
$740K +$205K +6,602 +39%
AL
170
Aspiriant LLC
California
$718K -$59.1K -1,902 -8%
SS
171
Sunbelt Securities
Texas
$717K -$87.8K -2,826 -11%
SAM
172
Smithbridge Asset Management
Pennsylvania
$710K
CFGS
173
Concourse Financial Group Securities
Alabama
$706K +$140K +4,503 +25%
MIAN
174
Mariner Independent Advisor Network
Kansas
$705K -$12.5K -401 -2%
SIC
175
Samalin Investment Counsel
New York
$701K +$22.9K +738 +3%

IDV Hedge Fund Activity: Q1 2021 in Review

415 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q1 2021, worth a combined $1.88B — up 16% from $1.62B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new IDV positions and 27 closed out — a net gain of 29 holders — while 147 added to existing stakes and 127 trimmed.

The largest buyer was Financial Perspectives, adding an estimated $31.4M. The largest seller was First National Bank of Hutchinson, cutting an estimated $20.4M.

  • 415 institutional investors held iShares International Select Dividend ETF (IDV) as of Q1 2021, up from 390 in Q4 2020.
  • Funds reported $1.88B of iShares International Select Dividend ETF stock for Q1 2021, up 16% quarter-over-quarter.
  • 56 funds opened new iShares International Select Dividend ETF positions in Q1 2021 and 27 closed out, a net change of +29 holders.
  • The largest iShares International Select Dividend ETF buyer in Q1 2021 was Financial Perspectives, an estimated $31.4M added.
  • The largest iShares International Select Dividend ETF seller in Q1 2021 was First National Bank of Hutchinson, an estimated $20.4M sold.

Based on aggregated 13F filings for Q1 2021.