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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
BOPW
151
Brandywine Oak Private Wealth
Pennsylvania
$1.2M -$604K -23,810 -35%
IA
152
IFP Advisors
Florida
$1.2M +$25.3K +997 +3%
FP
153
Financial Perspectives
Minnesota
$1.19M +$51.6K +2,034 +5%
HCA
154
Heck Capital Advisors
Wisconsin
$1.19M -$43.3K -1,706 -4%
SFG
155
Summit Financial Group
West Virginia
$1.16M -$100K -3,949 -8%
WA
156
WealthTrust Axiom
Pennsylvania
$1.16M
UIA
157
UG Investment Advisers
Taiwan
$1.15M +$1.08M +42,469 New
OIA
158
OneDigital Investment Advisors
Kansas
$1.15M -$64.9K -2,558 -6%
GAM
159
Gould Asset Management
California
$1.14M -$384K -15,155 -27%
Prudential Financial
160
Prudential Financial
New Jersey
$1.12M -$103K -4,048 -9%
IWC
161
Integrated Wealth Concepts
Massachusetts
$1.11M -$1.98K -78 -0.2%
AAS
162
Ameritas Advisory Services
Nebraska
$1.09M -$182K -7,179 -15%
JWCA
163
J.W. Cole Advisors
Florida
$1.09M +$63.8K +2,517 +7%
WP
164
WealthPLAN Partners
Nebraska
$1.08M +$956K +37,686 New
WIM
165
WealthPlan Investment Management
Nebraska
$1.08M +$41.7K +1,644 +5%
SC
166
Stolper & Co
Oklahoma
$1.04M -$33.3K -1,312 -3%
BPA
167
Beacon Pointe Advisors
California
$1.03M +$88.3K +3,481 +10%
HW
168
Hancock Whitney
Mississippi
$1.03M -$1.94M -76,379 -67%
National Bank of Canada
169
National Bank of Canada
Quebec, Canada
$1.03M -$255K -10,056 -21%
SFS
170
Sowell Financial Services
Arkansas
$1.02M +$230K +9,077 +32%
IF
171
Ironwood Financial
Arizona
$988K -$19.9K -786 -2%
MPW
172
MA Private Wealth
California
$951K -$35.3K -1,393 -4%
NW
173
NewEdge Wealth
Pennsylvania
$949K +$886K +34,938 New
BWL
174
Bogart Wealth LLC
Virginia
$936K -$1.22K -48 -0.1%
AL
175
Aspiriant LLC
California
$928K

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.