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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
AF
76
Advisornet Financial
Minnesota
$3.98M +$2.17M +83,259 +141%
MOS
77
MGO One Seven
Ohio
$3.97M +$64.2K +2,460 +2%
WMA
78
Wealth Management Associates
New Jersey
$3.88M +$34.9K +1,340 +1%
Cerity Partners
79
Cerity Partners
New York
$3.76M -$218K -8,354 -6%
KOMWMG
80
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.65M +$66K +2,530 +2%
BOH
81
Bank of Hawaii
Hawaii
$3.63M -$273K -10,481 -7%
HWA
82
Heartwood Wealth Advisors
Virginia
$3.62M -$1.77K -68 -0.1%
WIA
83
Wetzel Investment Advisors
Indiana
$3.62M +$3.37M +129,407 New
SFP
84
Sterling Financial Planning
New Jersey
$3.4M -$101K -3,864 -3%
HWAM
85
Hennion & Walsh Asset Management
New Jersey
$3.39M +$511K +19,604 +19%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$3.33M -$1.21M -46,243 -28%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$3.29M +$369K +14,150 +14%
GB
88
Gunma Bank
Japan
$3.25M -$3.39M -130,000 -53%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$3.22M -$95.7K -3,668 -3%
MMHP
90
Murphy Middleton Hinkle & Parker
Georgia
$3.22M -$22.1K -849 -0.7%
GW
91
GW & Wade
Massachusetts
$3.16M -$806K -30,912 -22%
SB
92
Sunflower Bank
Texas
$3.07M -$416K -15,951 -13%
TWC
93
TD Waterhouse Canada
Ontario, Canada
$3.02M -$35.4K -1,356 -1%
EWA
94
EverSource Wealth Advisors
Alabama
$3.01M -$435K -16,675 -13%
Creative Planning
95
Creative Planning
Kansas
$3.01M +$516K +19,774 +23%
SFG
96
StrategIQ Financial Group
Indiana
$3.01M -$97.9K -3,753 -3%
AWM
97
AE Wealth Management
Kansas
$2.91M +$268K +10,261 +11%
PWMG
98
Pinnacle Wealth Management Group
Michigan
$2.85M +$89.7K +3,439 +3%
Renaissance Technologies
99
Renaissance Technologies
New York
$2.72M +$2.53M +97,200 New
BL
100
Balentine LLC
Georgia
$2.61M -$2.97M -113,907 -55%

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.