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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
AWA
351
Alaska Wealth Advisors
Alaska
$179K +$5.32K +204 +3%
APW
352
Atlantic Private Wealth
North Carolina
$170K
Fidelity Investments
353
Fidelity Investments
Massachusetts
$165K -$27K -1,037 -15%
FFA
354
Farther Finance Advisors
California
$161K +$136K +5,217 +973%
BA
355
Ballast Advisors
Minnesota
$160K
AIM
356
Anchor Investment Management
South Carolina
$149K -$6.29K -241 -4%
OP
357
ORG Partners
Indiana
$143K +$133K +5,106 New
FCAS
358
First Command Advisory Services
Texas
$134K -$43K -1,650 -26%
UB
359
UMB Bank
Missouri
$134K
MFC
360
Morris Financial Concepts
South Carolina
$117K +$31K +1,189 +40%
CT
361
Cambridge Trust
Massachusetts
$111K
CB
362
CNB Bank
Pennsylvania
$111K
CIAS
363
Capital Investment Advisory Services
North Carolina
$102K +$183 +7 +0.2%
VWWMG
364
Vermillion & White Wealth Management Group
Pennsylvania
$101K +$95.5K +3,661 New
CTA
365
Colonial Trust Advisors
South Carolina
$96.6K -$14.3K -550 -14%
CIA
366
Cape Investment Advisory
Georgia
$96.4K +$69.1K +2,650 +334%
PA
367
PSI Advisors
Florida
$94.6K -$246K -9,419 -74%
FRA
368
Front Row Advisors
California
$94.6K -$25K -958 -22%
FFA
369
Founders Financial Alliance
North Carolina
$90.8K +$15K +577 +22%
PTC
370
Private Trust Company
Ohio
$87.4K +$469 +18 +0.6%
AF
371
Allworth Financial
California
$85.6K -$21.7K -831 -21%
NB
372
NBT Bank
New York
$78K +$72.7K +2,786 New
CW
373
Cooksen Wealth
Texas
$74.5K +$69.4K +2,663 New
GBT
374
Grove Bank & Trust
Florida
$70K
GRP
375
Global Retirement Partners
California
$68.8K +$14.7K +565 +29%

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.