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iShares International Select Dividend ETF

450 hedge funds and large institutions have $2.46B invested in iShares International Select Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 108 increasing their positions, 201 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $395K

71% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 35

11% more capital invested

Capital invested by funds: $2.22B → $2.46B (+$237M)

4% more funds holding

Funds holding: 432450 (+18)

3.39% more ownership

Funds ownership: 52.32%55.71% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

46% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 201

Holders
450
Holders Change
+18
Holders Change %
+4.17%
% of All Funds
6.56%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
60
Increased
108
Reduced
201
Closed
35
Calls
$1.14M
Puts
$395K
Net Calls
+$740K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
201
Moneta Group Investment Advisors
Missouri
$671K -$14K -537 -2%
SFS
202
Sharp Financial Services
Pennsylvania
$661K +$616K +23,626 New
HSWM
203
Hubbell Strickland Wealth Management
Louisiana
$657K +$5.24K +201 +0.9%
PFS
204
Prospera Financial Services
Texas
$654K +$2.19K +84 +0.4%
LIM
205
Leavell Investment Management
Alabama
$653K -$53.4K -2,049 -8%
UW
206
Unique Wealth
Florida
$650K +$32.5K +1,248 +6%
PS
207
Planned Solutions
California
$649K -$35.6K -1,366 -6%
MMG
208
Monetary Management Group
Missouri
$630K
APWA
209
Atlas Private Wealth Advisors
New Jersey
$627K -$2.42M -92,780 -81%
BRWA
210
B. Riley Wealth Advisors
Florida
$626K -$87.4K -3,352 -13%
BFEC
211
Benjamin F. Edwards & Company
Missouri
$617K +$138K +5,292 +32%
CFMC
212
Curbstone Financial Management Corp
New Hampshire
$613K
LIA
213
LBMC Investment Advisors
Tennessee
$608K -$36.2K -1,388 -6%
FSA
214
Fort Sheridan Advisors
Illinois
$597K -$11.9K -456 -2%
CCT
215
Chemung Canal Trust
New York
$590K
NRI
216
NFP Retirement Inc
California
$581K -$79.1K -3,035 -13%
PP
217
Patten & Patten
Tennessee
$580K -$24.8K -950 -4%
SS
218
Sunbelt Securities
Texas
$579K +$78 +3 +0%
DC
219
Davenport & Co
Virginia
$578K -$20.5K -788 -4%
Toronto Dominion Bank
220
Toronto Dominion Bank
Ontario, Canada
$576K
Bank of Montreal
221
Bank of Montreal
Ontario, Canada
$573K -$1.58M -60,419 -75%
HSBC Holdings
222
HSBC Holdings
United Kingdom
$563K +$524K +20,106 New
OBWG
223
Onyx Bridge Wealth Group
New York
$562K +$209K +8,020 +66%
IAG
224
Investmark Advisory Group
Connecticut
$555K -$37.9K -1,452 -7%
FFO
225
Fortitude Family Office
Arizona
$539K +$502K +19,250 New

IDV Hedge Fund Activity: Q4 2023 in Review

450 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q4 2023, worth a combined $2.46B — up 11% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IDV positions and 35 closed out — a net gain of 25 holders — while 108 added to existing stakes and 201 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was Bank of America, cutting an estimated $34M.

  • 450 institutional investors held iShares International Select Dividend ETF (IDV) as of Q4 2023, up from 432 in Q3 2023.
  • Funds reported $2.46B of iShares International Select Dividend ETF stock for Q4 2023, up 11% quarter-over-quarter.
  • 60 funds opened new iShares International Select Dividend ETF positions in Q4 2023 and 35 closed out, a net change of +25 holders.
  • The largest iShares International Select Dividend ETF buyer in Q4 2023 was Morgan Stanley, an estimated $157M added.
  • The largest iShares International Select Dividend ETF seller in Q4 2023 was Bank of America, an estimated $34M sold.

Based on aggregated 13F filings for Q4 2023.