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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
ACA
451
Aptus Capital Advisors
Alabama
$28
AT
452
Arlington Trust
Alabama
$28 +$26 +1 New
Susquehanna International Group
453
Susquehanna International Group
Pennsylvania
-$3.86M -148,099 Closed
FWM
454
Forza Wealth Management
Florida
-$2.85M -112,159 Closed
ASFA
455
All Season Financial Advisors
Colorado
-$1.15M -45,137 Closed
WIM
456
WealthPlan Investment Management
Nebraska
-$930K -36,602 Closed
D
457
Dentgroup
Louisiana
-$685K -26,974 Closed
FNBOH
458
First National Bank of Hutchinson
Kansas
-$542K -21,336 Closed
SPC
459
Sigma Planning Corp
Michigan
-$477K -18,779 Closed
MA
460
MCF Advisors
Kentucky
-$376K -14,512 Closed
AWS
461
Aspen Wealth Strategies
Colorado
-$333K -13,118 Closed
GAM
462
Gemmer Asset Management
California
-$332K -13,061 Closed
Northern Trust
463
Northern Trust
Illinois
-$326K -12,821 Closed
UCFA
464
United Capital Financial Advisors
Texas
-$303K -11,932 Closed
SXL
465
Summit X LLC
Missouri
-$300K -11,811 Closed
IFG
466
Independent Financial Group
California
-$293K -11,528 Closed
SIC
467
Samalin Investment Counsel
New York
-$279K -11,004 Closed
WCFA
468
Walkner Condon Financial Advisors
Wisconsin
-$275K -10,820 Closed
CAM
469
Crestone Asset Management
Colorado
-$271K -10,658 Closed
IAS
470
Insigneo Advisory Services
Florida
-$251K -9,701 Closed
BAAM
471
Baker Avenue Asset Management
California
-$188K -7,389 Closed
HL
472
HeadInvest LLC
Maine
-$172K -6,889 Closed
CF
473
Centaurus Financial
California
-$171K -6,740 Closed
FIA
474
FNY Investment Advisers
New York
-$157K -6,200 Closed
AWM
475
Avior Wealth Management
Nebraska
-$134K -5,284 Closed

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.