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iShares International Select Dividend ETF

443 hedge funds and large institutions have $2.25B invested in iShares International Select Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 153 increasing their positions, 145 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $849K

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

10% more capital invested

Capital invested by funds: $2.04B → $2.25B (+$206M)

4% more funds holding

Funds holding: 427443 (+16)

6% more repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 145

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

4.44% less ownership

Funds ownership: 55.61%51.16% (-4.4%)

Holders
443
Holders Change
+16
Holders Change %
+3.75%
% of All Funds
6.36%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
49
Increased
153
Reduced
145
Closed
30
Calls
$2.72M
Puts
$849K
Net Calls
+$1.87M
Net Calls Change
-$803K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$325M -$1.65M -56,761 -0.5%
Morgan Stanley
2
Morgan Stanley
New York
$207M +$6.41M +220,216 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$163M +$2.65M +91,110 +2%
Ameriprise
4
Ameriprise
Minnesota
$114M +$3.54M +121,667 +3%
UBS Group
5
UBS Group
Switzerland
$80.4M -$6.43M -220,822 -8%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$71.2M +$4.68M +160,682 +7%
Wells Fargo
7
Wells Fargo
California
$66.1M -$346K -11,890 -0.5%
US Bancorp
8
US Bancorp
Minnesota
$58.6M -$1.11M -38,098 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$49.8M -$2.53M -86,862 -5%
LPL Financial
10
LPL Financial
California
$49.5M -$248K -8,520 -0.5%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$38M -$4.1M -140,664 -10%
SC
12
Scotia Capital
Ontario, Canada
$36.3M +$67.8K +2,328 +0.2%
AllianceBernstein
13
AllianceBernstein
Tennessee
$35.6M +$3.61M +123,970 +12%
RFC
14
Regions Financial Corp
Alabama
$30.8M -$110K -3,786 -0.4%
AssetMark Inc
15
AssetMark Inc
California
$29.7M +$819K +28,117 +3%
BCI
16
Brinker Capital Investments
Pennsylvania
$27.7M -$1.5M -51,559 -5%
OPS
17
Orion Portfolio Solutions
Nebraska
$27.7M -$1.5M -51,559 -5%
JP Morgan Chase
18
JP Morgan Chase
New York
$27.5M +$1.59M +54,680 +6%
FMLI
19
Fukoku Mutual Life Insurance
Japan
$27.1M
GWM
20
GDS Wealth Management
Texas
$26.2M +$841K +28,871 +3%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$22.2M -$1.75M -59,948 -8%
AWA
22
Arkadios Wealth Advisors
Georgia
$20.4M +$19.7M +675,444 New
GIA
23
GHP Investment Advisors
Colorado
$19.9M +$2.3M +78,988 +14%
PA
24
Parallel Advisors
California
$17M +$75.8K +2,604 +0.5%
Stifel Financial
25
Stifel Financial
Missouri
$16.4M -$693K -23,779 -4%

IDV Hedge Fund Activity: Q3 2024 in Review

443 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares International Select Dividend ETF (IDV) for Q3 2024, worth a combined $2.25B — up 10% from $2.04B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IDV positions and 30 closed out — a net gain of 19 holders — while 153 added to existing stakes and 145 trimmed.

The largest buyer was Arkadios Wealth Advisors, opening a new position worth an estimated $19.7M. The largest seller was Agilis Partners, cutting an estimated $206M.

  • 443 institutional investors held iShares International Select Dividend ETF (IDV) as of Q3 2024, up from 427 in Q2 2024.
  • Funds reported $2.25B of iShares International Select Dividend ETF stock for Q3 2024, up 10% quarter-over-quarter.
  • 49 funds opened new iShares International Select Dividend ETF positions in Q3 2024 and 30 closed out, a net change of +19 holders.
  • The largest iShares International Select Dividend ETF buyer in Q3 2024 was Arkadios Wealth Advisors, an estimated $19.7M added.
  • The largest iShares International Select Dividend ETF seller in Q3 2024 was Agilis Partners, an estimated $206M sold.

Based on aggregated 13F filings for Q3 2024.