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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
MSA
101
Marino Stram & Associates
Massachusetts
$2.56M -$937K -36,946 -28%
BCM
102
Brookstone Capital Management
Illinois
$2.54M -$292K -11,500 -11%
Cerity Partners
103
Cerity Partners
New York
$2.52M +$260K +10,268 +12%
FWM
104
Forza Wealth Management
Florida
$2.45M +$2.29M +90,281 New
AGA
105
Arkos Global Advisors
Texas
$2.44M +$758K +29,885 +50%
TWC
106
TD Waterhouse Canada
Ontario, Canada
$2.43M -$4.16M -163,914 -65%
FCI
107
Financial Counselors Inc
Kansas
$2.4M +$27.8K +1,097 +1%
EWM
108
Empirical Wealth Management
Washington
$2.36M -$28.8K -1,136 -1%
KOMWMG
109
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$2.33M +$335K +13,228 +18%
FPCP
110
Fort Point Capital Partners
California
$2.3M +$1.25M +49,452 +140%
MA
111
Mutual Advisors
Nebraska
$2.26M +$1.4M +55,135 +197%
KAS
112
Kestra Advisory Services
Texas
$2.13M -$234K -9,214 -11%
AA
113
Argent Advisors
Louisiana
$2.11M -$148K -5,841 -7%
HWAM
114
Hennion & Walsh Asset Management
New Jersey
$2.04M +$308K +12,145 +19%
BAAM
115
Baker Avenue Asset Management
California
$2.02M +$1.03M +40,653 +120%
WSFS
116
Wilmington Savings Fund Society
Delaware
$1.97M +$216K +8,530 +13%
MGIA
117
Moneta Group Investment Advisors
Missouri
$1.93M -$457K -18,013 -21%
PAS
118
Park Avenue Securities
New York
$1.92M +$637K +25,132 +55%
AWS
119
Atria Wealth Solutions
New York
$1.89M -$215K -8,494 -11%
SS
120
Sound Stewardship
Kansas
$1.86M +$1.73M +68,362 New
M
121
MOTCO
Texas
$1.85M +$479K +18,870 +38%
EAM
122
Evanson Asset Management
California
$1.83M -$75K -2,958 -4%
CB
123
Commerce Bank
Missouri
$1.82M +$113K +4,460 +7%
Goldman Sachs
124
Goldman Sachs
New York
$1.82M +$840K +33,127 +98%
AWM
125
AE Wealth Management
Kansas
$1.81M +$318K +12,548 +23%

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.