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iShares International Select Dividend ETF

432 hedge funds and large institutions have $2.22B invested in iShares International Select Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 122 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

578% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $453K

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.52% less ownership

Funds ownership: 54.84%52.32% (-2.5%)

3% less funds holding

Funds holding: 446432 (-14)

12% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 42

13% less capital invested

Capital invested by funds: $2.56B → $2.22B (-$341M)

27% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 167

Holders
432
Holders Change
-14
Holders Change %
-3.14%
% of All Funds
6.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
37
Increased
122
Reduced
167
Closed
42
Calls
$3.07M
Puts
$453K
Net Calls
+$2.62M
Net Calls Change
-$73.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SEIA
26
Signature Estate & Investment Advisors
California
$17.7M +$1.28M +48,250 +7%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$17M +$50.8K +1,916 +0.3%
JMPWA
28
JP Morgan Private Wealth Advisors
California
$16.9M -$899K -33,932 -5%
Stifel Financial
29
Stifel Financial
Missouri
$16.1M -$766K -28,908 -4%
Manulife (Manufacturers Life Insurance)
30
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.7M +$581K +21,924 +4%
SAM
31
Securian Asset Management
Minnesota
$12.7M
GIA
32
GHP Investment Advisors
Colorado
$12.4M +$945K +35,651 +8%
WAS
33
Wealth Advisory Solutions
Indiana
$12.1M +$1.53M +57,560 +14%
FA
34
Fountainhead AM
New Jersey
$12M +$684K +25,826 +6%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$11.2M -$125K -4,726 -1%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$11.1M -$1.91M -71,907 -14%
LW
37
Linscomb Wealth
Texas
$11.1M -$1.8M -67,805 -13%
DWM
38
Destination Wealth Management
California
$10.8M +$697K +26,303 +7%
RJA
39
Raymond James & Associates
Florida
$10.3M -$296K -11,176 -3%
PCIA
40
Prime Capital Investment Advisors
Kansas
$10.1M +$308K +11,611 +3%
KBC
41
Key Bridge Compliance
$10.1M +$10.5M +398,018 New
OMC
42
Old Mission Capital
Illinois
$9.82M +$10M +377,980 +4,457%
BSB
43
Bangor Savings Bank
Maine
$9.78M -$113K -4,261 -1%
HNB
44
Huntington National Bank
Ohio
$9.74M
OA
45
Operose Advisors
Wisconsin
$9.44M +$153K +5,780 +2%
EBWM
46
Eagle Bluffs Wealth Management
Missouri
$9.03M +$9.24M +348,672 New
FAM
47
Forte Asset Management
New York
$8.69M +$1.7M +64,213 +24%
HighTower Advisors
48
HighTower Advisors
Illinois
$8.48M +$17.9K +674 +0.2%
Comerica Bank
49
Comerica Bank
Texas
$8.33M +$8.69M +327,825 New
CL
50
COWA LLC
Oklahoma
$7.75M -$842K -31,759 -9%

IDV Hedge Fund Activity: Q3 2023 in Review

432 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q3 2023, worth a combined $2.22B — down 13% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IDV and 37 opened new positions — a net loss of 5 holders — while 167 trimmed existing stakes and 122 added.

The largest buyer was Old Mission Capital, adding an estimated $10M. The largest seller was JP Morgan Chase, cutting an estimated $78.2M.

  • 432 institutional investors held iShares International Select Dividend ETF (IDV) as of Q3 2023, down from 446 in Q2 2023.
  • Funds reported $2.22B of iShares International Select Dividend ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 37 funds opened new iShares International Select Dividend ETF positions in Q3 2023 and 42 closed out, a net change of -5 holders.
  • The largest iShares International Select Dividend ETF buyer in Q3 2023 was Old Mission Capital, an estimated $10M added.
  • The largest iShares International Select Dividend ETF seller in Q3 2023 was JP Morgan Chase, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2023.