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iShares International Dividend Growth ETF

142 hedge funds and large institutions have $473M invested in iShares International Dividend Growth ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 58 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 46

1.45% more ownership

Funds ownership: 75.11%76.56% (+1.4%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% more funds holding

Funds holding: 141142 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less capital invested

Capital invested by funds: $473M → $473M (-$206K)

Holders
142
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
58
Reduced
46
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$5M -$154K -2,502 -3%
TA
27
TrueWealth Advisors
Alabama
$4.43M +$79.6K +1,289 +2%
BFG
28
Beacon Financial Group
Texas
$4.1M +$4.12M +66,691 New
GIA
29
GHP Investment Advisors
Colorado
$4.01M -$88.4K -1,433 -2%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$3.69M +$3.64M +59,017 +32,787%
Truist Financial
31
Truist Financial
North Carolina
$3.63M +$221K +3,583 +6%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$3.07M -$1.41M -22,849 -31%
B
33
Bailard
California
$3M +$36K +583 +1%
CIA
34
Capital Investment Advisors
Georgia
$2.87M -$83.8K -1,358 -3%
BPA
35
Beacon Pointe Advisors
California
$2.82M -$973K -15,764 -25%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.81M +$15.6K +253 +0.5%
MML Investors Services
37
MML Investors Services
Massachusetts
$2.7M +$573K +9,285 +26%
BAM
38
Berkshire Asset Management
Pennsylvania
$2.48M -$60.8K -985 -2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$2.46M -$34K -551 -1%
IWC
40
Integrated Wealth Concepts
Massachusetts
$2.1M +$1.17M +18,886 +114%
Envestnet Portfolio Solutions
41
Envestnet Portfolio Solutions
Illinois
$1.93M +$2.01M +32,523 New
US Bancorp
42
US Bancorp
Minnesota
$1.78M
KBFS
43
Kohmann Bosshard Financial Services
Ohio
$1.77M
SS
44
Sunbelt Securities
Texas
$1.71M +$209K +3,390 +13%
SWP
45
ShoreHaven Wealth Partners
New Jersey
$1.71M -$43.9K -712 -2%
SFSG
46
Sound Financial Strategies Group
Mississippi
$1.7M +$1.76M +28,593 New
Mariner
47
Mariner
Kansas
$1.57M +$52.1K +844 +3%
PAS
48
Park Avenue Securities
New York
$1.56M -$541K -8,764 -25%
Prudential Financial
49
Prudential Financial
New Jersey
$1.51M +$441K +7,150 +39%
FLA
50
Financial Life Advisors
Texas
$1.45M +$16.3K +264 +1%

IGRO Hedge Fund Activity: Q3 2023 in Review

142 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q3 2023, worth a combined $473M — down 0.04% from $473M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IGRO positions and 13 closed out — a net gain of 1 holder — while 58 added to existing stakes and 46 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $19.6M. The largest seller was Aptus Capital Advisors, cutting an estimated $25.8M.

  • 142 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q3 2023, up from 141 in Q2 2023.
  • Funds reported $473M of iShares International Dividend Growth ETF stock for Q3 2023, down 0.04% quarter-over-quarter.
  • 14 funds opened new iShares International Dividend Growth ETF positions in Q3 2023 and 13 closed out, a net change of +1 holder.
  • The largest iShares International Dividend Growth ETF buyer in Q3 2023 was Old Mission Capital, an estimated $19.6M added.
  • The largest iShares International Dividend Growth ETF seller in Q3 2023 was Aptus Capital Advisors, an estimated $25.8M sold.

Based on aggregated 13F filings for Q3 2023.