We are live on ! Find out more
IDV icon

iShares International Select Dividend ETF

446 hedge funds and large institutions have $2.02B invested in iShares International Select Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 164 increasing their positions, 125 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

12,144% more call options, than puts

Call options by funds: $58.4M | Put options by funds: $477K

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

31% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 125

8% more funds holding

Funds holding: 413446 (+33)

2% more capital invested

Capital invested by funds: $1.98B → $2.02B (+$32M)

0.18% less ownership

Funds ownership: 46.98%46.8% (-0.18%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
446
Holders Change
+33
Holders Change %
+7.99%
% of All Funds
6.86%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
80
Increased
164
Reduced
125
Closed
38
Calls
$58.4M
Puts
$477K
Net Calls
+$57.9M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ICP
151
Interchange Capital Partners
Pennsylvania
$1.08M +$256K +8,289 +31%
BWL
152
Bogart Wealth LLC
Virginia
$1.08M +$1.05K +34 +0.1%
AL
153
Aspiriant LLC
California
$1.07M +$351K +11,342 +50%
Daiwa Securities Group
154
Daiwa Securities Group
Japan
$1.06M -$152K -4,900 -13%
OC
155
Oppenheimer & Co
New York
$1.05M +$34.2K +1,105 +3%
HH
156
Hilltop Holdings
Texas
$947K -$78K -2,523 -8%
GW
157
GW & Wade
Massachusetts
$936K +$164K +5,297 +21%
NA
158
NewEdge Advisors
Louisiana
$936K +$674K +21,781 +265%
SFG
159
Summit Financial Group
West Virginia
$926K
OFG
160
OmniStar Financial Group
North Carolina
$925K +$8.2K +265 +0.9%
PS
161
Planned Solutions
California
$919K +$911K +29,468 New
FAP
162
Financial Advisory Partners
Florida
$874K +$867K +28,026 New
Creative Planning
163
Creative Planning
Kansas
$871K -$835K -26,989 -49%
TWM
164
Titus Wealth Management
California
$859K +$19.8K +640 +2%
APWM
165
Atlas Private Wealth Management
New York
$838K -$56.8K -1,835 -6%
AAS
166
Ameritas Advisory Services
Nebraska
$820K +$814K +26,312 New
SFS
167
Sowell Financial Services
Arkansas
$818K +$133K +4,285 +20%
HSWM
168
Hubbell Strickland Wealth Management
Louisiana
$815K -$67.8K -2,191 -8%
PBF
169
Petix & Botte Financial
California
$814K -$805K -26,023 -50%
EFS
170
Essex Financial Services
Connecticut
$814K -$2.94K -95 -0.4%
DBRC
171
D.B. Root & Company
Pennsylvania
$812K -$214K -6,924 -21%
LIA
172
LBMC Investment Advisors
Tennessee
$788K -$520K -16,819 -40%
BG
173
Benedetti & Gucer
Georgia
$778K +$46.8K +1,514 +6%
MIAN
174
Mariner Independent Advisor Network
Kansas
$774K -$63.2K -2,043 -8%
WP
175
WealthPLAN Partners
Nebraska
$773K +$41.9K +1,355 +6%

IDV Hedge Fund Activity: Q4 2021 in Review

446 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q4 2021, worth a combined $2.02B — up 1.6% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new IDV positions and 38 closed out — a net gain of 42 holders — while 164 added to existing stakes and 125 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), opening a new position worth an estimated $26M. The largest seller was Moneta Group Investment Advisors, cutting an estimated $26.8M.

  • 446 institutional investors held iShares International Select Dividend ETF (IDV) as of Q4 2021, up from 413 in Q3 2021.
  • Funds reported $2.02B of iShares International Select Dividend ETF stock for Q4 2021, up 1.6% quarter-over-quarter.
  • 80 funds opened new iShares International Select Dividend ETF positions in Q4 2021 and 38 closed out, a net change of +42 holders.
  • The largest iShares International Select Dividend ETF buyer in Q4 2021 was Manulife (Manufacturers Life Insurance), an estimated $26M added.
  • The largest iShares International Select Dividend ETF seller in Q4 2021 was Moneta Group Investment Advisors, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2021.