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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
SWRP
201
Summit Wealth & Retirement Planning
California
$527K +$101K +3,288 +24%
CTA
202
Colonial Trust Advisors
South Carolina
$526K +$123K +3,995 +31%
DCM
203
Dimension Capital Management
Florida
$520K
SBWM
204
Sunflower Bank Wealth Management
Arizona
$505K -$63.1K -2,045 -11%
Millennium Management
205
Millennium Management
New York
$503K -$361K -11,691 -42%
PP
206
Paloma Partners
Connecticut
$501K +$500K +16,224 New
LNC
207
Lincoln National Corp
Pennsylvania
$500K -$410K -13,301 -45%
PTC
208
Philadelphia Trust Company
Pennsylvania
$497K
SAS
209
Sage Advisory Services
Texas
$496K +$40.9K +1,326 +9%
RPGK
210
Retirement Planning Group (Kansas)
Kansas
$491K
VCM
211
Vivaldi Capital Management
Illinois
$484K -$87.5K -2,839 -15%
VFA
212
Voya Financial Advisors
Connecticut
$476K +$17.2K +557 +4%
SPIA
213
Steward Partners Investment Advisory
New York
$474K -$61.2K -1,984 -11%
GFS
214
GYL Financial Synergies
Connecticut
$472K
AF
215
Allworth Financial
California
$471K -$21.3K -692 -4%
PA
216
Pinnacle Associates
New York
$465K +$15.4K +500 +3%
VHAM
217
Van Hulzen Asset Management
California
$461K +$72.7K +2,357 +19%
TA
218
Tiedemann Advisors
New York
$460K
FG
219
Fiduciary Group
Georgia
$447K +$16.6K +537 +4%
SFA
220
Sequoia Financial Advisors
Ohio
$446K +$446K +14,467 New
FSA
221
Fort Sheridan Advisors
Illinois
$445K +$114K +3,700 +34%
TD Asset Management
222
TD Asset Management
Ontario, Canada
$444K +$42.3K +1,372 +11%
EWF
223
Epstein & White Financial
California
$439K +$75.8K +2,459 +21%
FAAS
224
First Allied Advisory Services
California
$431K +$18.4K +597 +4%
SWP
225
Strategic Wealth Partners
Ohio
$424K -$17.9K -580 -4%

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.