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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
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$7.73M -$117K -4,494 -2%
Truist Financial
52
Truist Financial
North Carolina
$7.65M +$1.05M +40,211 +17%
TPCW
53
TD Private Client Wealth
New York
$7.21M -$529K -20,283 -7%
Citadel Advisors
54
Citadel Advisors
Florida
$6.84M +$5.29M +203,032 +492%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$6.6M -$361K -13,843 -6%
FWP
56
FAS Wealth Partners
Kansas
$6.59M +$233K +8,951 +4%
LIA
57
Luken Investment Analytics
Tennessee
$6.29M +$5.86M +224,546 +106,927%
AIA
58
Angeles Investment Advisors
California
$6.13M
APP
59
Avantax Planning Partners
Iowa
$6.05M -$606K -23,252 -10%
Franklin Resources
60
Franklin Resources
California
$6.03M +$331K +12,706 +6%
MAS
61
Meeder Advisory Services
Ohio
$5.84M +$238K +9,139 +5%
IFAM
62
Institutional & Family Asset Management
Colorado
$5.4M -$939K -36,007 -16%
CAN
63
Cetera Advisor Networks
California
$5.29M -$167K -6,392 -3%
SPIA
64
Steward Partners Investment Advisory
New York
$5.2M +$352K +13,508 +8%
SFBLI
65
Southern Farm Bureau Life Insurance
Mississippi
$5.07M
SF
66
Synovus Financial
Georgia
$5.01M -$188K -7,196 -4%
DADC
67
D.A. Davidson & Co
Montana
$5.01M -$837K -32,091 -15%
CW
68
Connectus Wealth
Ohio
$5M -$270K -10,337 -5%
Mariner
69
Mariner
Kansas
$4.69M -$40.3K -1,547 -0.9%
CFP
70
Curran Financial Partners
South Carolina
$4.59M +$218K +8,349 +5%
JWWM
71
Johnson & White Wealth Management
Pennsylvania
$4.56M -$492K -18,873 -10%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$4.55M -$486K -18,624 -10%
MML Investors Services
73
MML Investors Services
Massachusetts
$4.28M -$2M -76,593 -33%
AAS
74
Avantax Advisory Services
Texas
$4.25M +$125K +4,782 +3%
FTUS
75
Flow Traders U.S.
New York
$4.25M +$3.96M +151,721 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.