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iShares International Select Dividend ETF

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: 440427 (-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: 98 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
FTUS
201
Flow Traders U.S.
New York
$626K +$643K +22,621 New
CFMC
202
Curbstone Financial Management Corp
New Hampshire
$623K +$17K +600 +3%
APWA
203
Atlas Private Wealth Advisors
New Jersey
$620K +$318K +11,200 +100%
KOMWMG
204
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$614K -$137K -4,818 -18%
OIA
205
OneDigital Investment Advisors
Kansas
$608K +$909 +32 +0.1%
LIA
206
LBMC Investment Advisors
Tennessee
$596K +$12K +422 +2%
PS
207
Planned Solutions
California
$578K -$21.8K -766 -4%
UW
208
Unique Wealth
Florida
$567K -$105K -3,681 -15%
LIM
209
Leavell Investment Management
Alabama
$563K -$50.7K -1,785 -8%
MGIA
210
Moneta Group Investment Advisors
Missouri
$537K -$45.6K -1,606 -8%
KWA
211
Kingswood Wealth Advisors
California
$533K +$548K +19,269 New
FFO
212
Fortitude Family Office
Arizona
$533K
VFPW
213
Vantage Financial Partners (Wisconsin)
Wisconsin
$532K +$546K +19,225 New
SIM
214
Stratos Investment Management
Ohio
$532K +$163K +5,726 +42%
IWN
215
Independent Wealth Network
Iowa
$530K +$12.4K +437 +2%
P
216
&Partners
Tennessee
$530K +$540K +19,010 New
NRC
217
New Republic Capital
North Carolina
$529K
PP
218
Patten & Patten
Tennessee
$529K -$11.4K -400 -2%
CCP
219
Clarity Capital Partners
California
$528K +$9.41K +331 +2%
OBWG
220
Onyx Bridge Wealth Group
New York
$527K -$2.64K -93 -0.5%
NRI
221
NFP Retirement Inc
California
$526K +$19.1K +673 +4%
ES
222
Eagle Strategies
New York
$524K -$832K -29,262 -61%
IAG
223
Investmark Advisory Group
Connecticut
$517K +$11.4K +402 +2%
RIA
224
Regal Investment Advisors
Michigan
$517K +$95.7K +3,367 +22%
Bank of Montreal
225
Bank of Montreal
Ontario, Canada
$516K -$93.7K -3,299 -15%

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.