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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
NSIM
401
North Star Investment Management
Illinois
$30.1K
MWM
402
Mascoma Wealth Management
New Hampshire
$29K
HWA
403
HHM Wealth Advisors
Tennessee
$28.9K
SWA
404
SOA Wealth Advisors
New York
$25.8K +$782 +30 +3%
DJSG
405
D.J. St. Germain
Massachusetts
$23K
RFG
406
REAP Financial Group
Texas
$22.4K +$20.9K +800 New
PS
407
Principal Securities
Iowa
$21.8K +$20.3K +780 New
FWM
408
Focused Wealth Management
New York
$20.6K -$5.08K -195 -21%
RA
409
Rise Advisors
New York
$19.8K +$600 +23 +3%
Deutsche Bank
410
Deutsche Bank
Germany
$18.9K
PWA
411
Provenance Wealth Advisors
Florida
$18.6K
BF
412
BOK Financial
Oklahoma
$18.1K -$16.9K -649 -50%
CT
413
Colonial Trust
South Carolina
$17.6K
HF
414
Halpern Financial
Virginia
$16.5K +$15.5K +594 New
Fifth Third Bancorp
415
Fifth Third Bancorp
Ohio
$15.4K -$9.54K -366 -40%
PB
416
Pinnacle Bancorp
Nebraska
$15.4K
NFA
417
Northwest Financial Advisors
Virginia
$15.1K +$14.1K +540 New
TWM
418
Tradition Wealth Management
Minnesota
$14K -$782 -30 -6%
TCM
419
Tradewinds Capital Management
Washington
$14K
RIM
420
Rockbridge Investment Management
New York
$14K +$13K +500 New
AA
421
Ancora Advisors
Ohio
$12.8K
WIM
422
Westside Investment Management
California
$12.6K
RG
423
Retirement Group
California
$11.4K
TCOV
424
Trust Company of Vermont
Vermont
$11.2K
WP
425
WealthShield Partners
North Carolina
$11.2K +$10.4K +400 New

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.