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iShares International Select Dividend ETF

450 hedge funds and large institutions have $2.46B invested in iShares International Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 108 increasing their positions, 201 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $395K

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

11% more capital invested

Capital invested by funds: $2.22B → $2.46B (+$237M)

4% more funds holding

Funds holding: 432450 (+18)

3.39% more ownership

Funds ownership: 52.32%55.71% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

46% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 201

Holders
450
Holders Change
+18
Holders Change %
+4.17%
% of All Funds
6.56%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
60
Increased
108
Reduced
201
Closed
35
Calls
$1.14M
Puts
$395K
Net Calls
+$740K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Summit Wealth Partners
Florida
$536K -$148K -5,668 -23%
NRC
227
New Republic Capital
North Carolina
$535K
VFA
228
Valeo Financial Advisors
Indiana
$534K +$2.61K +100 +0.5%
CCP
229
Clarity Capital Partners
California
$525K +$489K +18,749 New
AIM
230
Access Investment Management
Georgia
$515K +$480K +18,410 New
IWN
231
Independent Wealth Network
Iowa
$506K +$203K +7,793 +76%
LC
232
Landaas & Company
Wisconsin
$505K -$153K -5,876 -25%
SR
233
Syntax Research
Florida
$500K +$11.7K +448 +3%
SFG
234
Summit Financial Group
West Virginia
$492K -$315K -12,070 -41%
IWM
235
Integris Wealth Management
California
$492K -$14K -538 -3%
CFGS
236
Concourse Financial Group Securities
Alabama
$481K -$246K -9,441 -35%
FHB
237
First Hawaiian Bank
Hawaii
$478K -$128K -4,898 -22%
Envestnet Portfolio Solutions
238
Envestnet Portfolio Solutions
Illinois
$475K +$149K +5,707 +51%
ES
239
Eagle Strategies
New York
$467K +$45.8K +1,758 +12%
NIWA
240
New Insight Wealth Advisors
California
$465K +$433K +16,615 New
FG
241
Fiduciary Group
Georgia
$464K -$31.8K -1,220 -7%
SNB
242
Security National Bank
Nebraska
$457K -$8.08K -310 -2%
SCA
243
Sandy Cove Advisors
Massachusetts
$456K +$425K +16,292 New
VHAM
244
Van Hulzen Asset Management
California
$450K -$15.4K -590 -4%
SPIS
245
Steward Partners Investment Solutions
Oregon
$442K +$412K +15,799 New
AAS
246
Ameritas Advisory Services
Nebraska
$442K -$959K -36,757 -70%
CB
247
Cadence Bank
Mississippi
$439K -$26.3K -1,010 -6%
SWP
248
Stratos Wealth Partners
Ohio
$438K -$600 -23 -0.1%
BBA
249
Braun-Bostich & Associates
Pennsylvania
$437K +$407K +15,619 New
FCFC
250
First Citizens Financial Corp
Iowa
$435K -$40.7K -1,560 -9%

IDV Hedge Fund Activity: Q4 2023 in Review

450 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q4 2023, worth a combined $2.46B — up 11% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IDV positions and 35 closed out — a net gain of 25 holders — while 108 added to existing stakes and 201 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was Bank of America, cutting an estimated $34M.

  • 450 institutional investors held iShares International Select Dividend ETF (IDV) as of Q4 2023, up from 432 in Q3 2023.
  • Funds reported $2.46B of iShares International Select Dividend ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 60 funds opened new iShares International Select Dividend ETF positions in Q4 2023 and 35 closed out, a net change of +25 holders.
  • The largest iShares International Select Dividend ETF buyer in Q4 2023 was Morgan Stanley, an estimated $157M added.
  • The largest iShares International Select Dividend ETF seller in Q4 2023 was Bank of America, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2023.