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iShares International Dividend Growth ETF

42 hedge funds and large institutions have $46M invested in iShares International Dividend Growth ETF in 2020 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

14% more funds holding

Funds holding: 3742 (+5)

8.19% more ownership

Funds ownership: 82.06%90.25% (+8.2%)

19% less capital invested

Capital invested by funds: $56.9M → $46M (-$10.9M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
+5
Holders Change %
+13.51%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
8
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSA
26
Marino Stram & Associates
Massachusetts
$206K +$251K +4,568 New
Osaic Holdings
27
Osaic Holdings
Arizona
$61K +$1.79M +32,498 New
SF
28
Synovus Financial
Georgia
$55K +$66.8K +1,216 New
GT
29
Glenmede Trust
Pennsylvania
$54K
FCA
30
FinTrust Capital Advisors
South Carolina
$47K +$5.22K +95 +10%
S
31
SignatureFD
Georgia
$40K
EP
32
Eudaimonia Partners
Tennessee
$36K
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$35K
AIC
34
Ameritas Investment Company
Nebraska
$30K +$36K +655 New
SFS
35
Sowell Financial Services
Arkansas
$23K
HWA
36
HHM Wealth Advisors
Tennessee
$21K +$25K +455 New
ASN
37
Advisory Services Network
Georgia
$18K +$165 +3 +0.8%
FP
38
Financial Perspectives
Minnesota
$18K +$3.3K +60 +18%
Morgan Stanley
39
Morgan Stanley
New York
$8K +$9.4K +171 New
VFA
40
Valeo Financial Advisors
Indiana
$7K
Barclays
41
Barclays
United Kingdom
$4K
Wells Fargo
42
Wells Fargo
California
$3K
WAS
43
WESPAC Advisors SoCal
California
-$9.13M -151,375 Closed
PPW
44
Pasadena Private Wealth
California
-$842K -13,953 Closed
DADC
45
D.A. Davidson & Co
Montana
-$254K -4,218 Closed
WCG
46
Weaver Consulting Group
California
-$98K -1,766 Closed
JP Morgan Chase
47
JP Morgan Chase
New York
-$56K -930 Closed
TCWM
48
Total Clarity Wealth Management
Illinois
-$13K -218 Closed

IGRO Hedge Fund Activity: Q1 2020 in Review

42 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q1 2020, worth a combined $46M — down 19% from $56.9M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IGRO positions and 6 closed out — a net gain of 7 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $8.18M. The largest seller was WESPAC Advisors SoCal, exiting entirely with an estimated $9.13M sold.

  • 42 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q1 2020, up from 37 in Q4 2019.
  • Funds reported $46M of iShares International Dividend Growth ETF stock for Q1 2020, down 19% quarter-over-quarter.
  • 13 funds opened new iShares International Dividend Growth ETF positions in Q1 2020 and 6 closed out, a net change of +7 holders.
  • The largest iShares International Dividend Growth ETF buyer in Q1 2020 was Citadel Advisors, an estimated $8.18M added.
  • The largest iShares International Dividend Growth ETF seller in Q1 2020 was WESPAC Advisors SoCal, an estimated $9.13M sold.

Based on aggregated 13F filings for Q1 2020.