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iShares International Select Dividend ETF

248 hedge funds and large institutions have $1.04B invested in iShares International Select Dividend ETF in 2016 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

2.8% more ownership

Funds ownership: 38.42%41.22% (+2.8%)

3% more capital invested

Capital invested by funds: $1.02B → $1.04B (+$25.8M)

7% less call options, than puts

Call options by funds: $1.03M | Put options by funds: $1.11M

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

2% less funds holding

Funds holding: 253248 (-5)

11% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 93

Holders
248
Holders Change
-5
Holders Change %
-1.98%
% of All Funds
6.61%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
29
Increased
83
Reduced
93
Closed
32
Calls
$1.03M
Puts
$1.11M
Net Calls
-$79K
Net Calls Change
+$715K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$231M +$18.5M +673,439 +9%
Morgan Stanley
2
Morgan Stanley
New York
$72.6M +$5.34M +193,896 +8%
MGIA
3
Moneta Group Investment Advisors
Missouri
$47.7M +$2.5M +90,817 +6%
RIG
4
RiverFront Investment Group
Virginia
$45.9M +$43.6M +1,582,855 New
UBS Group
5
UBS Group
Switzerland
$37.2M -$5.64M -204,881 -14%
BIM
6
BlackRock Investment Management
Delaware
$34.7M +$6.84M +248,649 +26%
BFA
7
BlackRock Fund Advisors
California
$33.2M +$17.1M +619,506 +118%
LPL Financial
8
LPL Financial
California
$33M -$2.55M -92,685 -7%
Wells Fargo
9
Wells Fargo
California
$32.7M -$843K -30,640 -3%
Ameriprise
10
Ameriprise
Minnesota
$32.5M +$3.14M +113,970 +11%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$24.8M +$945K +34,316 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$24.4M -$4.32M -156,958 -16%
FMLI
13
Fukoku Mutual Life Insurance
Japan
$21.3M
GFG
14
Gray Financial Group
Georgia
$20M +$13M +470,922 +215%
RJA
15
Raymond James & Associates
Florida
$18.8M +$13.3M +482,489 +290%
CPSAC
16
Chas P. Smith & Associates (CPS)
Florida
$17.7M -$153K -5,573 -0.9%
SAM
17
Sentinel Asset Management
Vermont
$12.3M
AssetMark Inc
18
AssetMark Inc
California
$12.1M +$3.67M +133,254 +47%
LW
19
Linscomb Wealth
Texas
$8.71M +$201K +7,317 +2%
FNBOH
20
First National Bank of Hutchinson
Kansas
$8.52M +$218K +7,916 +3%
KA
21
Klingman & Associates
New York
$8.39M -$216K -7,837 -3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.21M +$455K +16,516 +6%
ECM
23
ETrade Capital Management
Virginia
$7.08M +$3.99K +145 +0.1%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$7.05M +$1.81M +65,932 +37%
Stifel Financial
25
Stifel Financial
Missouri
$6.99M -$173K -6,269 -3%

IDV Hedge Fund Activity: Q1 2016 in Review

248 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q1 2016, worth a combined $1.04B — up 2.5% from $1.02B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IDV and 29 opened new positions — a net loss of 3 holders — while 93 trimmed existing stakes and 83 added.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $43.6M. The largest seller was Fidelity Investments, exiting entirely with an estimated $64.3M sold.

  • 248 institutional investors held iShares International Select Dividend ETF (IDV) as of Q1 2016, down from 253 in Q4 2015.
  • Funds reported $1.04B of iShares International Select Dividend ETF stock for Q1 2016, up 2.5% quarter-over-quarter.
  • 29 funds opened new iShares International Select Dividend ETF positions in Q1 2016 and 32 closed out, a net change of -3 holders.
  • The largest iShares International Select Dividend ETF buyer in Q1 2016 was RiverFront Investment Group, an estimated $43.6M added.
  • The largest iShares International Select Dividend ETF seller in Q1 2016 was Fidelity Investments, an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2016.