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iShares International Dividend Growth ETF

152 hedge funds and large institutions have $489M invested in iShares International Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

7% more funds holding

Funds holding: 142152 (+10)

2.68% more ownership

Funds ownership: 76.56%79.24% (+2.7%)

3% more capital invested

Capital invested by funds: $473M → $489M (+$16M)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
152
Holders Change
+10
Holders Change %
+7.04%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
51
Reduced
59
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Beacon Financial Group
Texas
$4.69M +$357K +5,903 +9%
GIA
27
GHP Investment Advisors
Colorado
$4.29M -$79.2K -1,309 -2%
Truist Financial
28
Truist Financial
North Carolina
$4.15M +$181K +2,985 +5%
B
29
Bailard
California
$3.28M +$14.7K +243 +0.5%
CIA
30
Capital Investment Advisors
Georgia
$3.06M -$57.9K -957 -2%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$2.94M +$2.76M +45,563 New
MML Investors Services
32
MML Investors Services
Massachusetts
$2.9M -$41.7K -689 -2%
BAM
33
Berkshire Asset Management
Pennsylvania
$2.67M -$28.5K -471 -1%
BPA
34
Beacon Pointe Advisors
California
$2.56M -$474K -7,826 -16%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$2.5M -$165K -2,730 -7%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2.36M -$653K -10,796 -23%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$2.27M +$164K +2,709 +8%
SS
38
Sunbelt Securities
Texas
$2.03M +$159K +2,624 +9%
US Bancorp
39
US Bancorp
Minnesota
$1.94M
KBFS
40
Kohmann Bosshard Financial Services
Ohio
$1.92M -$4.54K -75 -0.3%
Prudential Financial
41
Prudential Financial
New Jersey
$1.91M +$257K +4,246 +17%
Mariner
42
Mariner
Kansas
$1.9M +$180K +2,975 +11%
SWP
43
ShoreHaven Wealth Partners
New Jersey
$1.86M -$3.15K -52 -0.2%
BFA
44
Beacon Financial Advisory
Ohio
$1.55M +$96K +1,586 +7%
AAS
45
Avantax Advisory Services
Texas
$1.54M +$241K +3,975 +20%
PAS
46
Park Avenue Securities
New York
$1.47M -$213K -3,524 -13%
FLA
47
Financial Life Advisors
Texas
$1.46M -$116K -1,917 -8%
Creative Planning
48
Creative Planning
Kansas
$1.46M -$109K -1,802 -7%
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$1.43M -$23.6K -390 -2%
IWC
50
Integrated Wealth Concepts
Massachusetts
$1.35M -$884K -14,607 -41%