We are live on ! Find out more
IDV icon

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
HWAM
101
Hennion & Walsh Asset Management
New Jersey
$2.58M +$221K +8,358 +9%
AMM
102
American Money Management
California
$2.58M +$37.1K +1,400 +1%
PWMG
103
Pinnacle Wealth Management Group
Michigan
$2.5M +$211K +7,979 +9%
AWM
104
AE Wealth Management
Kansas
$2.41M +$127K +4,774 +5%
AA
105
Argent Advisors
Louisiana
$2.3M +$215K +8,111 +10%
MMA
106
Miracle Mile Advisors
California
$2.26M +$64.6K +2,437 +3%
JFA
107
JNBA Financial Advisors
Minnesota
$2.25M -$674K -25,424 -22%
Creative Planning
108
Creative Planning
Kansas
$2.23M -$208K -7,858 -8%
PAS
109
Park Avenue Securities
New York
$2.21M +$167K +6,288 +8%
Goldman Sachs
110
Goldman Sachs
New York
$2.21M +$18.8K +710 +0.8%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$2.18M +$1.6M +60,242 +292%
LPT
112
Legacy Private Trust
Wisconsin
$2.17M -$908K -34,261 -29%
1WA
113
180 Wealth Advisors
Washington
$2.13M -$366K -13,814 -14%
MSA
114
Marino Stram & Associates
Massachusetts
$2.13M -$12.7K -480 -0.6%
TCMP
115
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.12M +$252K +9,517 +13%
BPA
116
Beacon Pointe Advisors
California
$2.08M +$649K +24,503 +43%
IWC
117
Integrated Wealth Concepts
Massachusetts
$2.07M +$1.04M +39,259 +93%
CB
118
Commerce Bank
Missouri
$2.06M +$68.5K +2,587 +3%
CI
119
CX Institutional
Indiana
$2.01M -$6.53M -246,534 -76%
EWM
120
Empirical Wealth Management
Washington
$1.97M -$124K -4,685 -6%
TA
121
Tiedemann Advisors
New York
$1.92M
NAS
122
NWF Advisory Services
California
$1.9M -$51.6K -1,947 -3%
AWM
123
Apollon Wealth Management
South Carolina
$1.86M +$63.6K +2,402 +3%
William Blair & Company
124
William Blair & Company
Illinois
$1.79M +$65.7K +2,480 +4%
Mirae Asset Global Investments
125
Mirae Asset Global Investments
South Korea
$1.78M +$185K +7,000 +11%

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.