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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
TA
326
Townsend & Associates
Colorado
$246K -$47.3K -1,815 -17%
WP
327
WealthSource Partners
California
$245K
TI
328
Trexquant Investment
Connecticut
$245K +$228K +8,744 New
EWM
329
Evercore Wealth Management
New York
$242K
MFA
330
Mayflower Financial Advisors
Massachusetts
$242K -$15.4K -589 -6%
HC
331
Henshaw Capital
Massachusetts
$240K +$224K +8,585 New
TWM
332
Tanglewood Wealth Management
Texas
$240K +$224K +8,575 New
LFAS
333
Level Four Advisory Services
Texas
$236K +$219K +8,414 New
LWM
334
Lakeridge Wealth Management
Ohio
$234K +$218K +8,373 New
HA
335
HC Advisors
Georgia
$233K
AI
336
Accredited Investors
Minnesota
$233K
TA
337
TFG Advisers
Michigan
$233K -$3.02K -116 -1%
CAM
338
Creekmur Asset Management
Illinois
$231K +$215K +8,239 New
BBWP
339
Beacon Bridge Wealth Partners
Pennsylvania
$228K -$32.2K -1,234 -13%
BC
340
Barrett & Company
Rhode Island
$224K +$5.95K +228 +3%
KWA
341
Kingswood Wealth Advisors
California
$209K -$345K -13,217 -64%
MCWS
342
McKinley Carter Wealth Services
West Virginia
$206K -$73.4K -2,813 -28%
CKAIS
343
Christensen King & Associates Investment Services
Washington
$203K +$189K +7,237 New
AG
344
Ascent Group
Virginia
$202K -$17.1K -657 -8%
BBHC
345
Brown Brothers Harriman & Co
New York
$196K +$183K +7,000 New
GI
346
Gradient Investments
Minnesota
$195K
FDCDDQ
347
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K -$3.39K -130 -2%
SWM
348
Spire Wealth Management
Virginia
$185K +$1.02K +39 +0.6%
AIA
349
Arcadia Investment Advisors
Idaho
$183K
GWM
350
Geneos Wealth Management
Colorado
$182K -$4.33K -166 -2%

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.