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iShares International Select Dividend ETF

443 hedge funds and large institutions have $2.25B invested in iShares International Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 153 increasing their positions, 145 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $849K

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

10% more capital invested

Capital invested by funds: $2.04B → $2.25B (+$206M)

4% more funds holding

Funds holding: 427443 (+16)

6% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 145

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4.44% less ownership

Funds ownership: 55.61%51.16% (-4.4%)

Holders
443
Holders Change
+16
Holders Change %
+3.75%
% of All Funds
6.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
49
Increased
153
Reduced
145
Closed
30
Calls
$2.72M
Puts
$849K
Net Calls
+$1.87M
Net Calls Change
-$803K
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
51
Baird Financial Group
Wisconsin
$7.17M -$104K -3,577 -1%
FWP
52
FAS Wealth Partners
Kansas
$7.15M -$188K -6,445 -3%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$6.81M +$393K +13,481 +6%
Truist Financial
54
Truist Financial
North Carolina
$6.63M -$394K -13,520 -6%
AIA
55
Angeles Investment Advisors
California
$6.56M
Franklin Resources
56
Franklin Resources
California
$6.46M +$63.3K +2,173 +1%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$6.04M -$2.96M -101,765 -34%
AF
58
Advisornet Financial
Minnesota
$5.96M +$746K +25,618 +15%
OA
59
Operose Advisors
Wisconsin
$5.87M -$1.43K -49 -0%
SPIA
60
Steward Partners Investment Advisory
New York
$5.79M +$121K +4,153 +2%
CFP
61
Curran Financial Partners
South Carolina
$5.55M +$231K +7,941 +5%
DADC
62
D.A. Davidson & Co
Montana
$5.32M +$518K +17,798 +11%
SF
63
Synovus Financial
Georgia
$4.87M -$20.3K -698 -0.4%
P
64
&Partners
Tennessee
$4.73M +$4M +137,421 +723%
WSFS
65
Wilmington Savings Fund Society
Delaware
$4.51M +$96.7K +3,321 +2%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$4.42M +$155K +5,306 +4%
Mariner
67
Mariner
Kansas
$4.25M +$119K +4,093 +3%
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$4.23M +$1.45M +49,946 +56%
EWM
69
Evermay Wealth Management
Virginia
$4.19M -$176K -6,029 -4%
WMA
70
Wealth Management Associates
New Jersey
$4.17M -$2.24K -77 -0.1%
HWA
71
Heartwood Wealth Advisors
Virginia
$4.09M +$118K +4,040 +3%
AAS
72
Avantax Advisory Services
Texas
$3.82M -$109K -3,729 -3%
MMHP
73
Murphy Middleton Hinkle & Parker
Georgia
$3.79M +$41.2K +1,416 +1%
Creative Planning
74
Creative Planning
Kansas
$3.64M +$229K +7,849 +7%
EWA
75
EverSource Wealth Advisors
Alabama
$3.55M +$757 +26 +0%

IDV Hedge Fund Activity: Q3 2024 in Review

443 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q3 2024, worth a combined $2.25B — up 10% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IDV positions and 30 closed out — a net gain of 19 holders — while 153 added to existing stakes and 145 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $19.7M. The largest seller was Agilis Partners, cutting an estimated $206M.

  • 443 institutional investors held iShares International Select Dividend ETF (IDV) as of Q3 2024, up from 427 in Q2 2024.
  • Funds reported $2.25B of iShares International Select Dividend ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 49 funds opened new iShares International Select Dividend ETF positions in Q3 2024 and 30 closed out, a net change of +19 holders.
  • The largest iShares International Select Dividend ETF buyer in Q3 2024 was Arkadios Wealth Advisors, an estimated $19.7M added.
  • The largest iShares International Select Dividend ETF seller in Q3 2024 was Agilis Partners, an estimated $206M sold.

Based on aggregated 13F filings for Q3 2024.