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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
Citadel Advisors
76
Citadel Advisors
Florida
$3.62M -$3.18M -115,076 -47%
HWA
77
Heartwood Wealth Advisors
Virginia
$3.6M -$29.6K -1,072 -0.8%
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$3.58M +$281K +10,155 +9%
Renaissance Technologies
79
Renaissance Technologies
New York
$3.56M +$826K +29,900 +31%
WIA
80
Wetzel Investment Advisors
Indiana
$3.55M +$31.5K +1,140 +0.9%
BL
81
Balentine LLC
Georgia
$3.49M +$866K +31,335 +34%
MMHP
82
Murphy Middleton Hinkle & Parker
Georgia
$3.41M +$181K +6,557 +6%
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$3.31M +$76.2K +2,757 +2%
Creative Planning
84
Creative Planning
Kansas
$3.29M +$277K +10,013 +9%
MML Investors Services
85
MML Investors Services
Massachusetts
$3.26M -$1.02M -36,894 -24%
SFP
86
Sterling Financial Planning
New Jersey
$3.24M -$166K -6,019 -5%
CA
87
Cetera Advisors
Colorado
$3.21M +$716K +25,920 +29%
EWA
88
EverSource Wealth Advisors
Alabama
$3.2M +$205K +7,423 +7%
TWC
89
TD Waterhouse Canada
Ontario, Canada
$3.2M +$144K +5,231 +5%
Focus Partners Wealth
90
Focus Partners Wealth
Massachusetts
$3.19M +$3.15M +113,935 New
BOH
91
Bank of Hawaii
Hawaii
$3.12M -$502K -18,183 -14%
Cerity Partners
92
Cerity Partners
New York
$3.06M -$696K -25,200 -19%
MA
93
Mutual Advisors
Nebraska
$2.88M +$451K +16,342 +19%
SCA
94
Snowden Capital Advisors
New York
$2.74M +$973K +35,217 +56%
PAS
95
Park Avenue Securities
New York
$2.73M +$179K +6,480 +7%
SB
96
Sunflower Bank
Texas
$2.69M -$383K -13,853 -13%
AMM
97
American Money Management
California
$2.67M +$197K +7,123 +8%
AA
98
Argent Advisors
Louisiana
$2.59M +$17K +617 +0.7%
WA
99
Waverly Advisors
Alabama
$2.57M +$2.53M +91,651 New
AG
100
AlTi Global
New York
$2.53M +$454K +16,435 +22%

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.