iShares International Dividend Growth ETF
IGRO
33 hedge funds and large institutions have $36.3M invested in iShares International Dividend Growth ETF in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
12% more capital invested
Capital invested by funds: $32.5M → $36.3M (+$3.85M)
6% more funds holding
Funds holding: 31 → 33 (+2)
14.39% less ownership
Funds ownership: 78.56% → 64.17% (-14%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GIA
GHP Investment Advisors
Denver,
Colorado
|
+$7.73M |
| 2 |
Jane Street
New York
|
+$2.01M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$700K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$511K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$2.33M |
| 2 |
VF
Virtu Financial
New York
|
-$699K |
| 3 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$654K |
| 4 |
ACM
Azimuth Capital Management
Bloomfield Hills,
Michigan
|
-$231K |
| 5 |
BTS
BB&T Securities
Richmond,
Virginia
|
-$210K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $18K | +$155 | +3 | +0.8% |
|
|
PG
27
Patten Group
Chattanooga,
Tennessee
| $15K | – | – | – |
|
|
RFC
28
Regions Financial Corp
Birmingham,
Alabama
| $15K | – | – | – |
|
|
VFA
29
Valeo Financial Advisors
Carmel,
Indiana
| $8K | – | – | – |
|
30
Morgan Stanley
New York
| $5K | -$14.3K | -277 | -74% |
|
31
Barclays
London,
United Kingdom
| $4K | – | – | – |
|
32
Wells Fargo
San Francisco,
California
| $3K | – | – | – |
|
|
GT
33
Glenmede Trust
Philadelphia,
Pennsylvania
| $44 | +$46.6K | +899 | New |
|
|
CWM
34
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$2.33M | -133,353 | Closed |
|
|
MIAN
35
Mariner Independent Advisor Network
Overland Park,
Kansas
| – | -$654K | -11,616 | Closed |
|
|
ACM
36
Azimuth Capital Management
Bloomfield Hills,
Michigan
| – | -$231K | -4,100 | Closed |
|
|
SWP
37
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$68K | -1,200 | Closed |
|
|
IA
38
IFP Advisors
Tampa,
Florida
| – | -$65K | -1,150 | Closed |
|
39
UBS Group
Zurich,
Switzerland
| – | -$33K | -577 | Closed |
|
IGRO Hedge Fund Activity: Q4 2018 in Review
33 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q4 2018, worth a combined $36.3M — up 12% from $32.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IGRO positions and 6 closed out — a net gain of 2 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was GHP Investment Advisors, opening a new position worth an estimated $7.73M. The largest seller was Cornerstone Wealth Management, exiting entirely with an estimated $2.33M sold.
- 33 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q4 2018, up from 31 in Q3 2018.
- Funds reported $36.3M of iShares International Dividend Growth ETF stock for Q4 2018, up 12% quarter-over-quarter.
- 8 funds opened new iShares International Dividend Growth ETF positions in Q4 2018 and 6 closed out, a net change of +2 holders.
- The largest iShares International Dividend Growth ETF buyer in Q4 2018 was GHP Investment Advisors, an estimated $7.73M added.
- The largest iShares International Dividend Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $2.33M sold.
Based on aggregated 13F filings for Q4 2018.