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iShares International Select Dividend ETF

434 hedge funds and large institutions have $2.73B invested in iShares International Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 137 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,195% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $478K

47% more capital invested

Capital invested by funds: $1.86B → $2.73B (+$872M)

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4% more funds holding

Funds holding: 416434 (+18)

1.24% more ownership

Funds ownership: 50.04%51.28% (+1.2%)

10% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 153

Holders
434
Holders Change
+18
Holders Change %
+4.33%
% of All Funds
6.98%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
73
Increased
137
Reduced
153
Closed
50
Calls
$6.19M
Puts
$478K
Net Calls
+$5.71M
Net Calls Change
-$54M
Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
251
Comprehensive Financial Consultants Institutional
Indiana
$412K
BWM
252
BerganKDV Wealth Management
Minnesota
$402K +$22.1K +870 +6%
AWM
253
Alterna Wealth Management
Texas
$396K
AWS
254
Aspen Wealth Strategies
Colorado
$396K +$369K +14,570 New
TCBWMS
255
Texas Capital Bank Wealth Management Services
Texas
$392K -$13.1K -516 -3%
SC
256
Savant Capital
Illinois
$385K +$957K +37,734 +267%
BRWA
257
B. Riley Wealth Advisors
Florida
$385K -$55.5K -2,187 -13%
SNB
258
Security National Bank
Nebraska
$380K +$60.5K +2,384 +21%
LWM
259
Lodestone Wealth Management
Washington
$380K +$354K +13,979 New
FSA
260
Fort Sheridan Advisors
Illinois
$378K
AG
261
Ascent Group
Virginia
$375K -$30K -1,185 -8%
CIBC World Market
262
CIBC World Market
Ontario, Canada
$375K -$28.6K -1,126 -8%
MCCA
263
Mill Creek Capital Advisors
Pennsylvania
$374K +$349K +13,770 New
HTC
264
Haverford Trust Company
Pennsylvania
$369K -$27.3K -1,077 -7%
LSPW
265
Lake Street Private Wealth
Illinois
$368K +$344K +13,562 New
FCFC
266
First Citizens Financial Corp
Iowa
$359K -$23.1K -910 -6%
UCFA
267
United Capital Financial Advisors
Texas
$355K -$12.5K -491 -4%
WS
268
Wedbush Securities
California
$353K -$8.88K -350 -3%
CAAM
269
Cornerstone Advisors Asset Management
Pennsylvania
$343K
CAPTRUST Financial Advisors
270
CAPTRUST Financial Advisors
North Carolina
$342K +$320K +12,603 New
BAM
271
BOS Asset Management
Illinois
$339K +$317K +12,499 New
WTC
272
WhitTier Trust Company
Nevada
$337K -$21.6K -851 -6%
SP
273
SWS Partners
Ohio
$336K -$735 -29 -0.2%
ES
274
Eagle Strategies
New York
$335K +$313K +12,350 New
CCT
275
Chemung Canal Trust
New York
$326K

IDV Hedge Fund Activity: Q4 2022 in Review

434 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q4 2022, worth a combined $2.73B — up 47% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IDV positions and 50 closed out — a net gain of 23 holders — while 137 added to existing stakes and 153 trimmed.

The largest buyer was Southern Farm Bureau Life Insurance, opening a new position worth an estimated $52.3M. The largest seller was JP Morgan Chase, cutting an estimated $68.2M.

  • 434 institutional investors held iShares International Select Dividend ETF (IDV) as of Q4 2022, up from 416 in Q3 2022.
  • Funds reported $2.73B of iShares International Select Dividend ETF stock for Q4 2022, up 47% quarter-over-quarter.
  • 73 funds opened new iShares International Select Dividend ETF positions in Q4 2022 and 50 closed out, a net change of +23 holders.
  • The largest iShares International Select Dividend ETF buyer in Q4 2022 was Southern Farm Bureau Life Insurance, an estimated $52.3M added.
  • The largest iShares International Select Dividend ETF seller in Q4 2022 was JP Morgan Chase, an estimated $68.2M sold.

Based on aggregated 13F filings for Q4 2022.