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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
TFM
376
TFC Financial Management
Massachusetts
$56K
CSPIA
377
Cary Street Partners Investment Advisory
Virginia
$50.4K +$47K +1,855 New
TSWM
378
Tyler-Stone Wealth Management
Ohio
$50K +$609 +24 +1%
NFSG
379
Newbridge Financial Services Group
Florida
$48.9K +$7.05K +278 +18%
GRP
380
Global Retirement Partners
California
$44.7K
VCM
381
Versant Capital Management
Arizona
$40.4K
RFA
382
Resurgent Financial Advisors
Georgia
$40K +$37.4K +1,473 New
CPA
383
Cardiff Park Advisors
California
$39.5K
CA
384
Centerpoint Advisors
Massachusetts
$39K +$380 +15 +1%
T2I
385
Turim 21 Investimentos
Brazil
$36.6K
LOIP
386
Live Oak Investment Partners
Texas
$35.4K
HIA
387
Harbor Investment Advisory
Maryland
$34.3K
Simplex Trading
388
Simplex Trading
Illinois
$34K +$32.4K +1,276 New
AIC
389
Archer Investment Corporation
Indiana
$29.8K
CSPAM
390
Cary Street Partners Asset Management
Virginia
$29.7K +$406 +16 +1%
NSIM
391
North Star Investment Management
Illinois
$29.2K
HWA
392
HHM Wealth Advisors
Tennessee
$28.1K -$54K -2,130 -67%
FWM
393
Focused Wealth Management
New York
$27K +$2.33K +92 +10%
SWA
394
SOA Wealth Advisors
New York
$26.1K +$862 +34 +4%
FFA
395
Farther Finance Advisors
California
$22.1K +$20.6K +813 New
DJSG
396
D.J. St. Germain
Massachusetts
$21.7K +$20.3K +800 New
CG
397
Cutler Group
California
$21K +$20.3K +800 New
RA
398
Rise Advisors
New York
$20K +$254 +10 +1%
Bessemer Group
399
Bessemer Group
New Jersey
$20K
WB
400
Webster Bank
Connecticut
$20K

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.