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iShares International Select Dividend ETF
IDV

427 hedge funds and large institutions have $2.04B invested in iShares International Select Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 137 increasing their positions, 170 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

417% more call options, than puts

Call options by funds: $3.32M | Put options by funds: $642K

4.01% more ownership

Funds ownership: 51.59% → 55.61% (+4%)

3% less funds holding

Funds holding: 440 → 427 (-13)

5% less capital invested

Capital invested by funds: $2.16B → $2.04B (-$118M)

11% less funds holding in top 10

Funds holding in top 10: 9 → 8 (-1)

12% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 42

19% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 170

Holders
427
Holders Change
-13
Holders Change %
-2.95%
% of All Funds
6.17%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
37
Increased
137
Reduced
170
Closed
42
Calls
$3.32M
Puts
$642K
Net Calls
+$2.67M
Net Calls Change
+$1.04M

Top Buyers

1
AP
Agilis Partners
Massachusetts
+$201M
2
Bank of America
Bank of America
North Carolina
+$5.63M
3
US Bancorp
US Bancorp
Minnesota
+$4.44M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$4.4M
5
EWA
ERTS Wealth Advisors
Michigan
+$4.05M

Top Sellers

1
SEIA
Signature Estate & Investment Advisors
California
-$17.8M
2
BlackRock
BlackRock
New York
-$14.1M
3
LPL Financial
LPL Financial
California
-$5.83M
4
Wells Fargo
Wells Fargo
California
-$5.62M
5
JWWM
Johnson & White Wealth Management
Pennsylvania
-$5.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
WAS
101
Wealth Advisory Solutions
Indiana
$2M +$118K +4,137 +6%
CPG
102
Custom Portfolio Group
Colorado
$1.99M +$540K +19,019 +34%
TCMP
103
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.94M +$1.99M +70,138 New
1WA
104
180 Wealth Advisors
Washington
$1.93M +$7.33K +258 +0.4%
NFSG
105
Newbridge Financial Services Group
Florida
$1.91M +$1.09M +38,300 +124%
HW
106
Hancock Whitney
Mississippi
$1.88M -$135K -4,751 -7%
EWM
107
Empirical Wealth Management
Washington
$1.86M -$100K -3,531 -5%
NAS
108
NWF Advisory Services
California
$1.86M -$171K -6,009 -8%
CWA
109
Capital Wealth Alliance
Arizona
$1.85M +$300K +10,546 +19%
NA
110
NewEdge Advisors
Louisiana
$1.82M +$150K +5,263 +9%
RJT
111
Raymond James Trust
Florida
$1.79M -$122K -4,287 -6%
CFP
112
Cascade Financial Partners
California
$1.78M +$49.6K +1,747 +3%
JFA
113
JNBA Financial Advisors
Minnesota
$1.76M -$155K -5,472 -8%
MA
114
Mutual Advisors
Nebraska
$1.73M -$1.22M -42,992 -42%
PAG
115
Private Advisor Group
New Jersey
$1.72M +$221K +7,777 +14%
FP
116
Financial Perspectives
Minnesota
$1.7M +$57.2K +2,012 +3%
OMC
117
Old Mission Capital
Illinois
$1.66M -$2.42M -85,159 -59%
SS
118
Sound Stewardship
Kansas
$1.65M -$76.3K -2,686 -4%
Goldman Sachs
119
Goldman Sachs
New York
$1.65M +$370K +13,025 +28%
Mirae Asset Global Investments
120
Mirae Asset Global Investments
South Korea
$1.6M -$42.6K -1,500 -3%
GAM
121
Gould Asset Management
California
$1.59M -$55.6K -1,955 -3%
Renaissance Technologies
122
Renaissance Technologies
New York
$1.57M -$2M -70,500 -55%
MCCP
123
Mission Creek Capital Partners
California
$1.56M +$4.4K +155 +0.3%
FTWA
124
Fifth Third Wealth Advisors
Ohio
$1.55M +$973K +34,254 +157%
AG
125
AlTi Global
New York
$1.54M -$986K -34,686 -38%
3 4
5
6 7

IDV Hedge Fund Activity: Q2 2024 in Review

427 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q2 2024, worth a combined $2.04B — down 5.4% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IDV and 37 opened new positions — a net loss of 5 holders — while 170 trimmed existing stakes and 137 added.

The largest buyer was Agilis Partners, adding an estimated $201M. The largest seller was Signature Estate & Investment Advisors, cutting an estimated $17.8M.

  • 427 institutional investors held iShares International Select Dividend ETF (IDV) as of Q2 2024, down from 440 in Q1 2024.
  • Funds reported $2.04B of iShares International Select Dividend ETF stock for Q2 2024, down 5.4% quarter-over-quarter.
  • 37 funds opened new iShares International Select Dividend ETF positions in Q2 2024 and 42 closed out, a net change of -5 holders.
  • The largest iShares International Select Dividend ETF buyer in Q2 2024 was Agilis Partners, an estimated $201M added.
  • The largest iShares International Select Dividend ETF seller in Q2 2024 was Signature Estate & Investment Advisors, an estimated $17.8M sold.

Based on aggregated 13F filings for Q2 2024.