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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
FAM
76
Family Asset Management
South Carolina
$690K -$313K -5,173 -33%
FP
77
Fiduciary Planning
Florida
$678K -$141K -2,333 -18%
PTC
78
Private Trust Company
Ohio
$654K +$30.3K +500 +5%
OP
79
ORG Partners
Indiana
$598K +$560K +9,261 New
BDFN
80
Bond & Devick Financial Network
Minnesota
$586K
BCM
81
Bourgeon Capital Management
Connecticut
$585K +$28.1K +465 +5%
GF
82
Gries Financial
Ohio
$585K +$235K +3,888 +75%
HighTower Advisors
83
HighTower Advisors
Illinois
$579K -$17.8K -294 -3%
IWA
84
Icon Wealth Advisors
Texas
$526K +$493K +8,141 New
SWA
85
Stratos Wealth Advisors
Ohio
$526K +$492K +8,139 New
AP
86
Aspect Partners
Virginia
$507K +$475K +7,858 New
PAG
87
Private Advisor Group
New Jersey
$505K -$36.6K -605 -7%
QPWM
88
Quadrant Private Wealth Management
Pennsylvania
$495K +$48.6K +803 +12%
ASN
89
Advisory Services Network
Georgia
$494K +$111K +1,832 +31%
WCFA
90
Walkner Condon Financial Advisors
Wisconsin
$491K
AWA
91
Arete Wealth Advisors
Illinois
$473K +$443K +7,319 New
JC
92
JB Capital
Connecticut
$468K +$39.8K +657 +10%
BCI
93
Brinker Capital Investments
Pennsylvania
$444K -$13.8K -228 -3%
OPS
94
Orion Portfolio Solutions
Nebraska
$444K -$13.8K -228 -3%
GAA
95
Guardian Asset Advisors
Pennsylvania
$443K +$415K +6,855 New
RIA
96
Regal Investment Advisors
Michigan
$436K +$154K +2,552 +61%
SLC
97
Second Line Capital
Louisiana
$425K +$398K +6,580 New
FCM
98
Family Capital Management
Michigan
$422K +$183K +3,017 +86%
First Manhattan
99
First Manhattan
New York
$419K
BMD
100
Better Money Decisions
New Mexico
$391K +$10.9K +180 +3%

IGRO Hedge Fund Activity: Q4 2023 in Review

152 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q4 2023, worth a combined $489M — up 3.4% from $473M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IGRO positions and 13 closed out — a net gain of 13 holders — while 51 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $19.2M sold.

  • 152 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q4 2023, up from 142 in Q3 2023.
  • Funds reported $489M of iShares International Dividend Growth ETF stock for Q4 2023, up 3.4% quarter-over-quarter.
  • 26 funds opened new iShares International Dividend Growth ETF positions in Q4 2023 and 13 closed out, a net change of +13 holders.
  • The largest iShares International Dividend Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.1M added.
  • The largest iShares International Dividend Growth ETF seller in Q4 2023 was Old Mission Capital, an estimated $19.2M sold.

Based on aggregated 13F filings for Q4 2023.