We are live on ! Find out more
IDV icon

iShares International Select Dividend ETF

434 hedge funds and large institutions have $2.73B invested in iShares International Select Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 137 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,195% more call options, than puts

Call options by funds: $6.19M | Put options by funds: $478K

47% more capital invested

Capital invested by funds: $1.86B → $2.73B (+$872M)

46% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 50

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

4% more funds holding

Funds holding: 416434 (+18)

1.24% more ownership

Funds ownership: 50.04%51.28% (+1.2%)

10% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 153

Holders
434
Holders Change
+18
Holders Change %
+4.33%
% of All Funds
6.98%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
73
Increased
137
Reduced
153
Closed
50
Calls
$6.19M
Puts
$478K
Net Calls
+$5.71M
Net Calls Change
-$54M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
76
Meeder Advisory Services
Ohio
$3.89M +$3.63M +143,246 New
FAM
77
Forte Asset Management
New York
$3.86M +$3.6M +142,019 New
GW
78
GW & Wade
Massachusetts
$3.76M -$1M -39,450 -22%
EWA
79
ERTS Wealth Advisors
Michigan
$3.73M +$3.48M +137,185 New
WMA
80
Wealth Management Associates
New Jersey
$3.71M -$11.7K -460 -0.3%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$3.68M +$229K +9,034 +7%
BL
82
Balentine LLC
Georgia
$3.67M +$183K +7,210 +6%
SRSA
83
S.R. Schill & Associates
Washington
$3.66M +$3.42M +134,780 New
SFP
84
Sterling Financial Planning
New Jersey
$3.6M -$712K -28,071 -17%
CFP
85
Curran Financial Partners
South Carolina
$3.47M +$394K +15,523 +14%
EWA
86
EverSource Wealth Advisors
Alabama
$3.37M +$1.47M +58,128 +88%
MMHP
87
Murphy Middleton Hinkle & Parker
Georgia
$3.18M -$157K -6,178 -5%
SPIA
88
Steward Partners Investment Advisory
New York
$3.09M +$34.9K +1,378 +1%
Mirae Asset Global Investments
89
Mirae Asset Global Investments
South Korea
$3.07M +$1.01M +40,000 +55%
AWS
90
AJ Wealth Strategies
New York
$3.04M +$2.53M +99,679 +806%
1WA
91
180 Wealth Advisors
Washington
$3.02M -$529K -20,866 -17%
AP
92
Agilis Partners
Massachusetts
$3.01M -$119K -4,712 -4%
CGFA
93
Colton Groome Financial Advisors
North Carolina
$2.96M +$475K +18,745 +21%
Creative Planning
94
Creative Planning
Kansas
$2.92M +$1.05M +41,465 +63%
FFS
95
Founders Financial Securities
Maryland
$2.87M -$14.5K -572 -0.5%
FCFC
96
First Commonwealth Financial Corp
Pennsylvania
$2.84M -$22.7K -897 -0.9%
AIA
97
Angeles Investment Advisors
California
$2.82M +$17.8K +700 +0.7%
CA
98
Cetera Advisors
Colorado
$2.76M +$819K +32,310 +47%
ASFA
99
All Season Financial Advisors
Colorado
$2.58M +$2.41M +94,953 New
SFG
100
StrategIQ Financial Group
Indiana
$2.57M +$168K +6,637 +8%

IDV Hedge Fund Activity: Q4 2022 in Review

434 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q4 2022, worth a combined $2.73B — up 47% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IDV positions and 50 closed out — a net gain of 23 holders — while 137 added to existing stakes and 153 trimmed.

The largest buyer was Southern Farm Bureau Life Insurance, opening a new position worth an estimated $52.3M. The largest seller was JP Morgan Chase, cutting an estimated $68.2M.

  • 434 institutional investors held iShares International Select Dividend ETF (IDV) as of Q4 2022, up from 416 in Q3 2022.
  • Funds reported $2.73B of iShares International Select Dividend ETF stock for Q4 2022, up 47% quarter-over-quarter.
  • 73 funds opened new iShares International Select Dividend ETF positions in Q4 2022 and 50 closed out, a net change of +23 holders.
  • The largest iShares International Select Dividend ETF buyer in Q4 2022 was Southern Farm Bureau Life Insurance, an estimated $52.3M added.
  • The largest iShares International Select Dividend ETF seller in Q4 2022 was JP Morgan Chase, an estimated $68.2M sold.

Based on aggregated 13F filings for Q4 2022.