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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
Truist Financial
51
Truist Financial
North Carolina
$6.93M -$722K -26,134 -10%
CI
52
CX Institutional
Indiana
$6.84M -$1.69M -61,055 -20%
CL
53
COWA LLC
Oklahoma
$6.81M -$1.39M -50,429 -17%
FWP
54
FAS Wealth Partners
Kansas
$6.46M -$146K -5,271 -2%
AIA
55
Angeles Investment Advisors
California
$6.09M -$52.5K -1,900 -0.9%
Franklin Resources
56
Franklin Resources
California
$6.04M -$1.52K -55 -0%
APP
57
Avantax Planning Partners
Iowa
$6.04M -$27.2K -984 -0.5%
MAS
58
Meeder Advisory Services
Ohio
$6.02M +$166K +6,014 +3%
SPIA
59
Steward Partners Investment Advisory
New York
$5.89M +$670K +24,260 +13%
CAN
60
Cetera Advisor Networks
California
$5.46M +$154K +5,576 +3%
IFAM
61
Institutional & Family Asset Management
Colorado
$5.25M -$162K -5,855 -3%
JWWM
62
Johnson & White Wealth Management
Pennsylvania
$5.07M +$496K +17,956 +11%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$5.03M +$459K +16,620 +10%
CFP
64
Curran Financial Partners
South Carolina
$4.78M +$101K +3,670 +2%
MOS
65
MGO One Seven
Ohio
$4.77M +$790K +28,589 +20%
DADC
66
D.A. Davidson & Co
Montana
$4.74M -$268K -9,712 -5%
SF
67
Synovus Financial
Georgia
$4.73M -$293K -10,600 -6%
AF
68
Advisornet Financial
Minnesota
$4.6M +$607K +21,961 +15%
Mariner
69
Mariner
Kansas
$4.08M -$606K -21,937 -13%
OMC
70
Old Mission Capital
Illinois
$4.07M -$6.42M -232,369 -62%
WSFS
71
Wilmington Savings Fund Society
Delaware
$4.06M +$4M +144,930 New
EWM
72
Evermay Wealth Management
Virginia
$4.06M +$4M +144,764 New
WMA
73
Wealth Management Associates
New Jersey
$3.82M -$15.1K -545 -0.4%
AAS
74
Avantax Advisory Services
Texas
$3.79M -$466K -16,864 -11%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$3.71M +$3.66M +132,458 New

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.