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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
ASN
251
Advisory Services Network
Georgia
$433K -$321K -12,301 -44%
PIA
252
Panoramic Investment Advisors
Colorado
$431K +$77.2K +2,959 +24%
PCFFS
253
Pacific Center for Financial Services
California
$420K +$2.03K +78 +0.5%
WTC
254
WhitTier Trust Company
Nevada
$415K -$13.3K -511 -3%
PPP
255
Private Portfolio Partners
New Jersey
$412K
CPIG
256
Chicago Partners Investment Group
Illinois
$403K -$16.8K -644 -4%
KPWS
257
Kestra Private Wealth Services
Texas
$400K -$163K -6,259 -30%
NFW
258
Noble Family Wealth
Florida
$399K
AL
259
Aspiriant LLC
California
$395K
WS
260
Wedbush Securities
California
$393K -$3.75K -144 -1%
CFCI
261
Comprehensive Financial Consultants Institutional
Indiana
$388K -$2.37K -91 -0.7%
CTWM
262
Cherry Tree Wealth Management
Minnesota
$387K -$12.2K -466 -3%
SIM
263
Stratos Investment Management
Ohio
$384K -$91.4K -3,506 -20%
BA
264
Bluesphere Advisors
Pennsylvania
$382K +$356K +13,641 New
NFSG
265
Newbridge Financial Services Group
Florida
$379K +$110K +4,224 +45%
LSPW
266
Lake Street Private Wealth
Illinois
$378K -$19.1K -731 -5%
HTC
267
Haverford Trust Company
Pennsylvania
$371K -$8.76K -336 -2%
BFG
268
Bleakley Financial Group
New Jersey
$370K -$1.04K -40 -0.3%
SS
269
Simplicity Solutions
Minnesota
$370K -$1.04K -40 -0.3%
HI
270
Harbour Investments
Wisconsin
$364K +$15.8K +604 +5%
DWP
271
Daymark Wealth Partners
Ohio
$354K +$887 +34 +0.3%
CAAM
272
Cornerstone Advisors Asset Management
Pennsylvania
$354K
MAM
273
Meeder Asset Management
Ohio
$351K +$327K +12,556 New
RA
274
Rockingstone Advisors
Massachusetts
$350K
SI
275
Saxon Interests
Texas
$344K +$320K +12,289 New

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.