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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
HighTower Advisors
76
HighTower Advisors
Illinois
$596K +$301 +5 +0.1%
PTC
77
Private Trust Company
Ohio
$581K +$224K +3,728 +64%
BCM
78
Bourgeon Capital Management
Connecticut
$578K +$3.91K +65 +0.7%
DA
79
Detalus Advisors
Missouri
$558K -$4.45K -74 -0.8%
BDFN
80
Bond & Devick Financial Network
Minnesota
$550K +$66.1K +1,098 +14%
WCFA
81
Walkner Condon Financial Advisors
Wisconsin
$505K +$19.9K +330 +4%
IWP
82
Icon Wealth Partners
Texas
$499K +$495K +8,228 New
PAG
83
Private Advisor Group
New Jersey
$489K +$486K +8,073 New
NL
84
Navalign LLC
California
$471K -$1.55M -25,690 -77%
REMPR
85
Roof Eidam Maycock Peralta (REMP)
California
$406K – – –
First Manhattan
86
First Manhattan
New York
$393K – – –
JC
87
JB Capital
Connecticut
$366K +$122K +2,029 +51%
AFG
88
Atomi Financial Group
New York
$365K +$362K +6,017 New
DADC
89
D.A. Davidson & Co
Montana
$358K -$80.6K -1,340 -18%
QPWM
90
Quadrant Private Wealth Management
Pennsylvania
$354K +$351K +5,842 New
CBFP
91
Cedar Brook Financial Partners
Ohio
$352K +$4.39K +73 +1%
FAM
92
Family Asset Management
South Carolina
$335K -$108K -1,799 -25%
BPA
93
Beacon Pointe Advisors
California
$328K +$50.2K +834 +18%
ASN
94
Advisory Services Network
Georgia
$309K +$4.57K +76 +2%
WP
95
WealthSource Partners
California
$302K +$4.87K +81 +2%
FP
96
Financial Perspectives
Minnesota
$290K +$1.2K +20 +0.4%
AFP
97
Ausdal Financial Partners
Iowa
$280K -$44K -731 -14%
RIA
98
Regal Investment Advisors
Michigan
$275K -$12.4K -206 -4%
PGAM
99
Princeton Global Asset Management
New Jersey
$270K +$30.1K +500 +13%
CCG
100
Chatham Capital Group
Georgia
$257K +$33.1K +550 +15%
2 3
4
5 6

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.