We are live on ! Find out more
IDV icon

iShares International Select Dividend ETF

297 hedge funds and large institutions have $2.2B invested in iShares International Select Dividend ETF in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 75 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

92% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 75

15% more capital invested

Capital invested by funds: $1.92B → $2.2B (+$288M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

6% more funds holding

Funds holding: 279297 (+18)

0.57% more ownership

Funds ownership: 49.7%50.26% (+0.57%)

70% less call options, than puts

Call options by funds: $373K | Put options by funds: $1.24M

Holders
297
Holders Change
+18
Holders Change %
+6.45%
% of All Funds
7.4%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.32%
New
35
Increased
144
Reduced
75
Closed
13
Calls
$373K
Puts
$1.24M
Net Calls
-$864K
Net Calls Change
-$136K
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
201
Sumitomo Mitsui Financial Group
Japan
$361K +$357K +11,026 New
PL
202
Plancorp LLC
Missouri
$352K +$2.11K +65 +0.6%
RIA
203
Regal Investment Advisors
Michigan
$349K -$4.44K -137 -1%
FWM
204
FFT Wealth Management
Pennsylvania
$349K +$2.92K +90 +0.9%
WI
205
WrapManager Inc
California
$348K -$147K -4,530 -30%
SWM
206
SVA Wealth Management
Wisconsin
$348K -$128K -3,950 -27%
CCM
207
Coldstream Capital Management
Washington
$347K +$162 +5 +0%
CA
208
Cornerstone Advisory
Maryland
$344K +$340K +10,500 New
BBA
209
BLB&B Advisors
Pennsylvania
$326K -$7.91K -244 -2%
HCMT
210
Highland Capital Management (Tennessee)
Tennessee
$310K -$227 -7 -0.1%
ACM
211
Argent Capital Management
Missouri
$304K +$5.19K +160 +2%
SIC
212
Shoker Investment Counsel
Ohio
$303K +$4.34K +134 +1%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$303K +$216K +6,648 +254%
SPIA
214
Steward Partners Investment Advisory
New York
$291K +$87.5K +2,700 +44%
HI
215
Hudock Inc
Pennsylvania
$282K +$3.83K +118 +1%
BSAM
216
Blue Sky Asset Management
Colorado
$280K -$402K -12,393 -59%
Lido Advisors
217
Lido Advisors
California
$267K +$265K +8,161 New
WS
218
Wedbush Securities
California
$259K +$50.4K +1,555 +24%
NFC
219
Northeast Financial Consultants
Connecticut
$258K -$104K -3,200 -29%
TNBTD
220
Trustmark National Bank Trust Department
Mississippi
$253K
RA
221
RFG Advisory
Alabama
$249K +$421 +13 +0.2%
IC
222
Iconiq Capital
California
$248K
BFEC
223
Benjamin F. Edwards & Company
Missouri
$245K +$17.7K +545 +8%
FMII
224
Farmers & Merchants Investments Inc
Nebraska
$243K -$12.9K -398 -5%
CFA
225
Carroll Financial Associates
North Carolina
$243K +$10.5K +323 +5%

IDV Hedge Fund Activity: Q2 2017 in Review

297 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q2 2017, worth a combined $2.2B — up 15% from $1.92B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IDV positions and 13 closed out — a net gain of 22 holders — while 144 added to existing stakes and 75 trimmed.

The largest buyer was Bank of America, adding an estimated $32.2M. The largest seller was Retirement Planning Group (Kansas), cutting an estimated $26.8M.

  • 297 institutional investors held iShares International Select Dividend ETF (IDV) as of Q2 2017, up from 279 in Q1 2017.
  • Funds reported $2.2B of iShares International Select Dividend ETF stock for Q2 2017, up 15% quarter-over-quarter.
  • 35 funds opened new iShares International Select Dividend ETF positions in Q2 2017 and 13 closed out, a net change of +22 holders.
  • The largest iShares International Select Dividend ETF buyer in Q2 2017 was Bank of America, an estimated $32.2M added.
  • The largest iShares International Select Dividend ETF seller in Q2 2017 was Retirement Planning Group (Kansas), an estimated $26.8M sold.

Based on aggregated 13F filings for Q2 2017.