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iShares International Select Dividend ETF

443 hedge funds and large institutions have $2.25B invested in iShares International Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 153 increasing their positions, 145 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $849K

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

10% more capital invested

Capital invested by funds: $2.04B → $2.25B (+$206M)

4% more funds holding

Funds holding: 427443 (+16)

6% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 145

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4.44% less ownership

Funds ownership: 55.61%51.16% (-4.4%)

Holders
443
Holders Change
+16
Holders Change %
+3.75%
% of All Funds
6.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
49
Increased
153
Reduced
145
Closed
30
Calls
$2.72M
Puts
$849K
Net Calls
+$1.87M
Net Calls Change
-$803K
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
326
Dorsey & Whitney Trust
South Dakota
$215K +$207K +7,100 New
RG
327
Rathbones Group
United Kingdom
$213K +$205K +7,050 New
CWM
328
Chemistry Wealth Management
New York
$212K +$204K +7,018 New
SWP
329
Summit Wealth Partners
Florida
$212K +$204K +6,999 New
RWP
330
RWA Wealth Partners
Massachusetts
$210K +$203K +6,953 New
ECG
331
Edge Capital Group
Georgia
$207K +$199K +6,844 New
BMCM
332
Bryn Mawr Capital Management
Pennsylvania
$207K +$199K +6,835 New
MFS
333
Madrona Financial Services
Washington
$206K +$199K +6,819 New
SM
334
Sweeney & Michel
California
$202K +$198K +6,807 New
TA
335
TFG Advisers
Michigan
$201K +$193K +6,633 New
GWM
336
Geneos Wealth Management
Colorado
$192K +$466 +16 +0.3%
APW
337
Atlantic Private Wealth
North Carolina
$183K
AIM
338
Anchor Investment Management
South Carolina
$180K +$1.46K +50 +0.8%
WWMSC
339
Wagner Wealth Management (South Carolina)
South Carolina
$174K +$167K +5,750 New
BA
340
Ballast Advisors
Minnesota
$172K
PTC
341
Private Trust Company
Ohio
$170K -$15.1K -518 -8%
FCAS
342
First Command Advisory Services
Texas
$166K
SWM
343
Spire Wealth Management
Virginia
$156K -$53.4K -1,833 -26%
NP
344
NorthRock Partners
Minnesota
$149K -$41.5K -1,424 -22%
EWP
345
Elevation Wealth Partners
California
$121K +$175 +6 +0.1%
Bessemer Group
346
Bessemer Group
New Jersey
$121K +$117K +4,000 New
VWWMG
347
Vermillion & White Wealth Management Group
Pennsylvania
$111K
CIA
348
Cape Investment Advisory
Georgia
$106K +$1.28K +44 +1%
FRA
349
Front Row Advisors
California
$102K -$27.9K -958 -22%
AIA
350
Arcadia Investment Advisors
Idaho
$101K

IDV Hedge Fund Activity: Q3 2024 in Review

443 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q3 2024, worth a combined $2.25B — up 10% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IDV positions and 30 closed out — a net gain of 19 holders — while 153 added to existing stakes and 145 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $19.7M. The largest seller was Agilis Partners, cutting an estimated $206M.

  • 443 institutional investors held iShares International Select Dividend ETF (IDV) as of Q3 2024, up from 427 in Q2 2024.
  • Funds reported $2.25B of iShares International Select Dividend ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 49 funds opened new iShares International Select Dividend ETF positions in Q3 2024 and 30 closed out, a net change of +19 holders.
  • The largest iShares International Select Dividend ETF buyer in Q3 2024 was Arkadios Wealth Advisors, an estimated $19.7M added.
  • The largest iShares International Select Dividend ETF seller in Q3 2024 was Agilis Partners, an estimated $206M sold.

Based on aggregated 13F filings for Q3 2024.