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iShares International Select Dividend ETF

432 hedge funds and large institutions have $2.22B invested in iShares International Select Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 122 increasing their positions, 167 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

578% more call options, than puts

Call options by funds: $3.07M | Put options by funds: $453K

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

2.52% less ownership

Funds ownership: 54.84%52.32% (-2.5%)

3% less funds holding

Funds holding: 446432 (-14)

12% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 42

13% less capital invested

Capital invested by funds: $2.56B → $2.22B (-$341M)

27% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 167

Holders
432
Holders Change
-14
Holders Change %
-3.14%
% of All Funds
6.86%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
37
Increased
122
Reduced
167
Closed
42
Calls
$3.07M
Puts
$453K
Net Calls
+$2.62M
Net Calls Change
-$73.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
76
Steward Partners Investment Advisory
New York
$4.38M +$810K +30,563 +22%
Mariner
77
Mariner
Kansas
$4.29M +$38.3K +1,447 +0.9%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$4.2M -$518K -19,547 -11%
CFP
79
Curran Financial Partners
South Carolina
$4.03M +$175K +6,622 +4%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$3.76M +$3.92M +148,099 New
AAS
81
Avantax Advisory Services
Texas
$3.74M -$128K -4,813 -3%
MA
82
Mutual Advisors
Nebraska
$3.7M +$780K +29,453 +25%
GW
83
GW & Wade
Massachusetts
$3.65M -$611K -23,054 -14%
Cerity Partners
84
Cerity Partners
New York
$3.63M -$15M -567,702 -80%
BOH
85
Bank of Hawaii
Hawaii
$3.56M -$369K -13,928 -9%
MOS
86
MGO One Seven
Ohio
$3.54M +$3.69M +139,241 New
WMA
87
Wealth Management Associates
New Jersey
$3.49M +$6.17K +233 +0.2%
HWA
88
Heartwood Wealth Advisors
Virginia
$3.29M -$2.77M -104,647 -45%
KOMWMG
89
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.25M +$3.31K +125 +0.1%
SB
90
Sunflower Bank
Texas
$3.19M -$759K -28,642 -19%
SFP
91
Sterling Financial Planning
New Jersey
$3.18M -$48K -1,813 -1%
EWA
92
EverSource Wealth Advisors
Alabama
$3.16M -$38K -1,435 -1%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$3.02M +$2.91M +109,838 +1,226%
WSFS
94
Wilmington Savings Fund Society
Delaware
$2.95M +$367K +13,841 +14%
MMHP
95
Murphy Middleton Hinkle & Parker
Georgia
$2.94M -$12.4K -468 -0.4%
APWA
96
Atlas Private Wealth Advisors
New Jersey
$2.93M
FWM
97
Forza Wealth Management
Florida
$2.85M
SFG
98
StrategIQ Financial Group
Indiana
$2.82M +$38.1K +1,437 +1%
TWC
99
TD Waterhouse Canada
Ontario, Canada
$2.75M -$334K -12,605 -11%
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
$2.62M -$2.99M -112,757 -52%

IDV Hedge Fund Activity: Q3 2023 in Review

432 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q3 2023, worth a combined $2.22B — down 13% from $2.56B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IDV and 37 opened new positions — a net loss of 5 holders — while 167 trimmed existing stakes and 122 added.

The largest buyer was Old Mission Capital, adding an estimated $10M. The largest seller was JP Morgan Chase, cutting an estimated $78.2M.

  • 432 institutional investors held iShares International Select Dividend ETF (IDV) as of Q3 2023, down from 446 in Q2 2023.
  • Funds reported $2.22B of iShares International Select Dividend ETF stock for Q3 2023, down 13% quarter-over-quarter.
  • 37 funds opened new iShares International Select Dividend ETF positions in Q3 2023 and 42 closed out, a net change of -5 holders.
  • The largest iShares International Select Dividend ETF buyer in Q3 2023 was Old Mission Capital, an estimated $10M added.
  • The largest iShares International Select Dividend ETF seller in Q3 2023 was JP Morgan Chase, an estimated $78.2M sold.

Based on aggregated 13F filings for Q3 2023.