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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
UCFA
176
United Capital Financial Advisors
Texas
$973K -$83.7K -2,604 -8%
LFAS
177
Level Four Advisory Services
Texas
$963K +$26.5K +824 +3%
IA
178
IFP Advisors
Florida
$938K +$13.1K +407 +1%
PA
179
PSI Advisors
Florida
$936K +$896K +27,882 New
GAM
180
Gould Asset Management
California
$934K -$35.8K -1,115 -4%
PBF
181
Petix & Botte Financial
California
$931K +$891K +27,730 New
LPIC
182
LeJeune Puetz Investment Counsel
Michigan
$920K -$25K -779 -3%
PP
183
Prudential plc
United Kingdom
$904K -$157K -4,890 -15%
SFG
184
Summit Financial Group
West Virginia
$901K -$7.55K -235 -0.9%
SFA
185
Sequoia Financial Advisors
Ohio
$895K +$90.1K +2,803 +12%
DC
186
Davenport & Co
Virginia
$894K +$233K +7,257 +37%
APWM
187
Atlas Private Wealth Management
New York
$861K +$824K +25,635 New
MA
188
Mutual Advisors
Nebraska
$842K +$93.1K +2,898 +13%
FFA
189
Fragasso Financial Advisors
Pennsylvania
$841K +$76K +2,366 +10%
PPW
190
Pasadena Private Wealth
California
$841K +$169K +5,262 +27%
SAM
191
Smithbridge Asset Management
Pennsylvania
$831K -$24.1K -750 -3%
BWM
192
Baystate Wealth Management
Massachusetts
$827K -$123K -3,824 -13%
Millennium Management
193
Millennium Management
New York
$822K +$787K +24,496 New
VA
194
Valmark Advisers
Ohio
$814K -$256K -7,955 -25%
HA
195
HYA Advisors
Missouri
$814K +$779K +24,244 New
SBWM
196
Sunflower Bank Wealth Management
Arizona
$812K +$221K +6,890 +40%
ECG
197
Edge Capital Group
Georgia
$811K -$13.7K -427 -2%
BWM
198
BerganKDV Wealth Management
Minnesota
$808K +$17.3K +537 +2%
ACI
199
Alpha Cubed Investments
California
$805K +$3.6K +112 +0.5%
CA
200
Cetera Advisors
Colorado
$804K +$155K +4,812 +25%

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.