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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
LWA
376
Lowe Wealth Advisors
Maryland
$67.5K
IRC
377
Investors Research Corp
Georgia
$66K
LFA
378
LGT Financial Advisors
Texas
$65.8K
MA
379
Montag & Associates
Georgia
$60K
OSNBOA
380
Old Second National Bank of Aurora
Illinois
$59.5K
CWM
381
Cedar Wealth Management
California
$58.2K
SWM
382
Sugarloaf Wealth Management
Georgia
$57.7K -$430K -16,490 -89%
TFM
383
TFC Financial Management
Massachusetts
$57.7K
TSWM
384
Tyler-Stone Wealth Management
Ohio
$54.7K +$1.64K +63 +3%
UCB
385
United Community Bank
South Carolina
$52.7K
AIP
386
Ameritas Investment Partners
Nebraska
$51.8K +$10.7K +410 +28%
HBW
387
Hazlett, Burt & Watson
West Virginia
$46K -$18.6K -712 -30%
CA
388
Centerpoint Advisors
Massachusetts
$43K +$965 +37 +2%
GWSG
389
GPS Wealth Strategies Group
Colorado
$42K -$5.06K -194 -11%
VCM
390
Versant Capital Management
Arizona
$41.7K
FHA
391
First Horizon Advisors
Tennessee
$40.9K
GT
392
Glenmede Trust
Pennsylvania
$40.9K
CPA
393
Cardiff Park Advisors
California
$40.7K
SIS
394
Sound Income Strategies
Florida
$39.3K +$25.4K +974 +225%
BHWM
395
Beaird Harris Wealth Management
Texas
$38K -$7.54K -289 -18%
TVAMP
396
Tennessee Valley Asset Management Partners
Tennessee
$36.8K +$34.2K +1,313 New
LOIP
397
Live Oak Investment Partners
Texas
$36.5K
Jones Financial Companies
398
Jones Financial Companies
Missouri
$35.9K +$32.5K +1,245 +3,458%
HIA
399
Harbor Investment Advisory
Maryland
$35.3K
AIC
400
Archer Investment Corporation
Indiana
$30.7K

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.