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iShares International Select Dividend ETF

440 hedge funds and large institutions have $2.16B invested in iShares International Select Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 133 increasing their positions, 190 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $622K

2% less funds holding

Funds holding: 450440 (-10)

4.12% less ownership

Funds ownership: 55.71%51.59% (-4.1%)

12% less capital invested

Capital invested by funds: $2.46B → $2.16B (-$298M)

14% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 42

25% less funds holding in top 10

Funds holding in top 10: 129 (-3)

30% less repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 190

Holders
440
Holders Change
-10
Holders Change %
-2.22%
% of All Funds
6.34%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
36
Increased
133
Reduced
190
Closed
42
Calls
$2.26M
Puts
$622K
Net Calls
+$1.64M
Net Calls Change
+$899K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
151
Capital Analysts LLC
Pennsylvania
$1.09M +$118K +4,272 +12%
SFS
152
Sowell Financial Services
Arkansas
$1.08M -$23.1K -838 -2%
SC
153
Stolper & Co
Oklahoma
$1.02M +$25.4K +921 +3%
FFA
154
Fragasso Financial Advisors
Pennsylvania
$1.02M +$148K +5,345 +17%
OPWM
155
Oxinas Partners Wealth Management
Indiana
$976K +$90.6K +3,281 +10%
KWM
156
Kingsview Wealth Management
Oregon
$967K +$22.1K +801 +2%
JWCA
157
J.W. Cole Advisors
Florida
$957K -$75.1K -2,720 -7%
WBG
158
Wharton Business Group
Pennsylvania
$949K
WA
159
WealthTrust Axiom
Pennsylvania
$937K -$50.4K -1,826 -5%
BWG
160
Beta Wealth Group
California
$933K +$94.3K +3,414 +11%
GIS
161
Grayhawk Investment Strategies
Alberta, Canada
$905K
MMA
162
Miracle Mile Advisors
California
$905K -$216K -7,837 -20%
NAM
163
NTV Asset Management
West Virginia
$904K -$69.1K -2,500 -7%
IF
164
Ironwood Financial
Arizona
$895K -$20.4K -737 -2%
1WM
165
1900 Wealth Management
Texas
$893K -$198K -7,164 -18%
AI
166
Auour Investments
Massachusetts
$873K +$128K +4,631 +17%
NFSG
167
Newbridge Financial Services Group
Florida
$865K +$478K +17,302 +128%
PEA
168
Park Edge Advisors
Ohio
$836K +$824K +29,831 New
CA
169
Clearstead Advisors
Ohio
$836K +$96.2K +3,483 +14%
MBTD
170
Mechanics Bank - Trust Department
California
$833K -$41.4K -1,500 -5%
BOPW
171
Brandywine Oak Private Wealth
Pennsylvania
$824K -$5.99K -217 -0.7%
CWP
172
Concord Wealth Partners
Virginia
$818K +$4.75K +172 +0.6%
Millennium Management
173
Millennium Management
New York
$818K +$806K +29,175 New
CFO
174
Collective Family Office
Pennsylvania
$816K
FCA
175
FinTrust Capital Advisors
South Carolina
$816K -$227K -8,226 -22%

IDV Hedge Fund Activity: Q1 2024 in Review

440 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q1 2024, worth a combined $2.16B — down 12% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IDV and 36 opened new positions — a net loss of 6 holders — while 190 trimmed existing stakes and 133 added.

The largest buyer was Envestnet Asset Management, adding an estimated $10.5M. The largest seller was Morgan Stanley, cutting an estimated $189M.

  • 440 institutional investors held iShares International Select Dividend ETF (IDV) as of Q1 2024, down from 450 in Q4 2023.
  • Funds reported $2.16B of iShares International Select Dividend ETF stock for Q1 2024, down 12% quarter-over-quarter.
  • 36 funds opened new iShares International Select Dividend ETF positions in Q1 2024 and 42 closed out, a net change of -6 holders.
  • The largest iShares International Select Dividend ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $10.5M added.
  • The largest iShares International Select Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2024.