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iShares International Dividend Growth ETF
IGRO

134 hedge funds and large institutions have $469M invested in iShares International Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

27% more capital invested

Capital invested by funds: $370M → $469M (+$99.2M)

9% more funds holding

Funds holding: 123 → 134 (+11)

7.2% more ownership

Funds ownership: 76.04% → 83.24% (+7.2%)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
61
Reduced
36
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
+$39.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.8M
3
ACA
Aptus Capital Advisors
Alabama
+$10.8M
4
Bank of America
Bank of America
North Carolina
+$8.75M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.74M

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$8.75M
2
WP
WealthPLAN Partners
Nebraska
-$6.48M
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$1.99M
4
NL
Navalign LLC
California
-$1.55M
5
OMC
Old Mission Capital
Illinois
-$1.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$4.19M -$341K -5,667 -8%
TA
27
TrueWealth Advisors
Alabama
$3.84M +$3.81M +63,322 New
FTS
28
Fifth Third Securities
Ohio
$3.69M -$40.8K -679 -1%
Truist Financial
29
Truist Financial
North Carolina
$3.41M +$94.4K +1,570 +3%
CIA
30
Capital Investment Advisors
Georgia
$2.94M +$280K +4,658 +11%
B
31
Bailard
California
$2.92M +$91.1K +1,515 +3%
CW
32
CreativeOne Wealth
Kansas
$2.82M -$240K -3,986 -8%
BAM
33
Berkshire Asset Management
Pennsylvania
$2.66M +$253K +4,202 +11%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$2.51M +$182K +3,033 +8%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.47M +$938K +15,585 +62%
FTUS
36
Flow Traders U.S.
New York
$2.4M +$2.38M +39,645 New
Citadel Advisors
37
Citadel Advisors
Florida
$2.34M +$1.81M +30,033 +351%
CS
38
Comerica Securities
Michigan
$2.33M +$2.31M +38,374 New
LGA
39
Lebenthal Global Advisors
New York
$2.24M +$2.22M +36,963 New
SOS
40
Silver Oak Securities
Tennessee
$2.12M +$113K +1,879 +6%
MML Investors Services
41
MML Investors Services
Massachusetts
$2.01M +$569K +9,460 +40%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.96M -$4.51K -75 -0.2%
SWP
43
ShoreHaven Wealth Partners
New Jersey
$1.82M +$31.5K +523 +2%
US Bancorp
44
US Bancorp
Minnesota
$1.82M -$56.6K -941 -3%
KBFS
45
Kohmann Bosshard Financial Services
Ohio
$1.8M -$13.4K -223 -0.7%
PAS
46
Park Avenue Securities
New York
$1.76M +$366K +6,089 +27%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$1.62M +$247K +4,098 +18%
FLA
48
Financial Life Advisors
Texas
$1.52M -$22.3K -371 -1%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$1.47M -$24.7K -410 -2%
Creative Planning
50
Creative Planning
Kansas
$1.46M +$1.86K +31 +0.1%
1
2
3 4 5

IGRO Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q1 2023, worth a combined $469M — up 27% from $370M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGRO positions and 8 closed out — a net gain of 14 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $39.7M. The largest seller was WealthPlan Investment Management, cutting an estimated $8.75M.

  • 134 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q1 2023, up from 123 in Q4 2022.
  • Funds reported $469M of iShares International Dividend Growth ETF stock for Q1 2023, up 27% quarter-over-quarter.
  • 22 funds opened new iShares International Dividend Growth ETF positions in Q1 2023 and 8 closed out, a net change of +14 holders.
  • The largest iShares International Dividend Growth ETF buyer in Q1 2023 was International Assets Investment Management, an estimated $39.7M added.
  • The largest iShares International Dividend Growth ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $8.75M sold.

Based on aggregated 13F filings for Q1 2023.