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iShares International Dividend Growth ETF

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: 34 (+1)

27% more capital invested

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

9% more funds holding

Funds holding: 123134 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
New Capital Management
Texas
$1.36M
ACA
52
Ackerman Capital Advisors
Texas
$1.35M -$9.93K -165 -0.7%
BOPW
53
Brandywine Oak Private Wealth
Pennsylvania
$1.33M -$7.34K -122 -0.6%
Franklin Resources
54
Franklin Resources
California
$1.3M
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.27M -$52.2K -868 -4%
Mariner
56
Mariner
Kansas
$1.25M +$268K +4,450 +27%
BFA
57
Beacon Financial Advisory
Ohio
$1.21M +$144K +2,400 +14%
CAN
58
Cetera Advisor Networks
California
$1.06M +$195K +3,241 +23%
WAM
59
WFA Asset Management
Wisconsin
$1.02M -$13.9K -231 -1%
Prudential Financial
60
Prudential Financial
New Jersey
$1.01M -$725K -12,046 -42%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$1M -$687K -11,418 -41%
MWM
62
MBE Wealth Management
Wisconsin
$1M +$993K +16,503 New
CAL
63
Capital Advisors Ltd
Ohio
$904K
LFA
64
Legacy Financial Advisors
Kentucky
$884K -$7.76K -129 -0.9%
SXL
65
Summit X LLC
Missouri
$872K +$865K +14,385 New
IWC
66
Integrated Wealth Concepts
Massachusetts
$843K +$363K +6,031 +77%
AAS
67
Avantax Advisory Services
Texas
$833K +$102K +1,697 +14%
Stifel Financial
68
Stifel Financial
Missouri
$804K +$568K +9,443 +247%
SM
69
Sweeney & Michel
California
$796K +$771K +12,817 New
CCWA
70
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$794K -$341K -5,670 -30%
PCM
71
Penserra Capital Management
California
$785K +$159K +2,637 +26%
SS
72
Sunbelt Securities
Texas
$644K +$380K +6,310 +144%
KWM
73
Kingsview Wealth Management
Oregon
$643K +$19.5K +324 +3%
JMPWA
74
JP Morgan Private Wealth Advisors
California
$619K +$11.9K +198 +2%
GRP
75
Global Retirement Partners
California
$606K -$203K -3,370 -26%

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.