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iShares International Select Dividend ETF

440 hedge funds and large institutions have $2.16B invested in iShares International Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $622K

2% less funds holding

Funds holding: 450440 (-10)

4.12% less ownership

Funds ownership: 55.71%51.59% (-4.1%)

12% less capital invested

Capital invested by funds: $2.46B → $2.16B (-$298M)

14% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 42

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

30% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 190

Holders
440
Holders Change
-10
Holders Change %
-2.22%
% of All Funds
6.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
36
Increased
133
Reduced
190
Closed
42
Calls
$2.26M
Puts
$622K
Net Calls
+$1.64M
Net Calls Change
+$899K
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$15.9M -$2.88M -104,160 -16%
GIA
27
GHP Investment Advisors
Colorado
$15.4M +$759K +27,475 +5%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$15.1M -$626K -22,663 -4%
SAM
29
Securian Asset Management
Minnesota
$14M
Osaic Holdings
30
Osaic Holdings
Arizona
$13.9M -$1.78M -64,364 -12%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$13.8M +$6M +217,203 +79%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$13.5M +$316K +11,442 +2%
RJA
33
Raymond James & Associates
Florida
$12.1M -$752K -27,238 -6%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$11.4M +$7.96M +288,280 +242%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$11.3M -$2.66M -96,198 -19%
GB
36
Gunma Bank
Japan
$11.2M +$7.84M +284,000 +245%
HNB
37
Huntington National Bank
Ohio
$11.1M
LW
38
Linscomb Wealth
Texas
$11M -$463K -16,759 -4%
DWM
39
Destination Wealth Management
California
$11M +$800K +28,947 +8%
EBWM
40
Eagle Bluffs Wealth Management
Missouri
$10.5M +$278K +10,081 +3%
BSB
41
Bangor Savings Bank
Maine
$10.4M -$426K -15,415 -4%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$10M -$4.09M -148,173 -29%
HighTower Advisors
43
HighTower Advisors
Illinois
$9.92M +$621K +22,479 +7%
FAM
44
Forte Asset Management
New York
$8.63M +$460K +16,659 +6%
OA
45
Operose Advisors
Wisconsin
$8.24M -$1.13M -40,750 -12%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$8.23M +$1.59M +57,563 +24%
TPCW
47
TD Private Client Wealth
New York
$7.96M +$719K +26,035 +10%
Comerica Bank
48
Comerica Bank
Texas
$7.95M -$312K -11,289 -4%
FA
49
Fountainhead AM
New Jersey
$7.49M -$6.89M -249,279 -48%
AP
50
Agilis Partners
Massachusetts
$7.43M -$473K -17,135 -6%

IDV Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q1 2024, worth a combined $2.16B — down 12% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IDV and 36 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 133 added.

The largest buyer was Envestnet Asset Management, adding an estimated $10.5M. The largest seller was Morgan Stanley, cutting an estimated $189M.

  • 440 institutional investors held iShares International Select Dividend ETF (IDV) as of Q1 2024, down from 450 in Q4 2023.
  • Funds reported $2.16B of iShares International Select Dividend ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 36 funds opened new iShares International Select Dividend ETF positions in Q1 2024 and 42 closed out, a net change of -6 holders.
  • The largest iShares International Select Dividend ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $10.5M added.
  • The largest iShares International Select Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2024.