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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
CBFP
101
Cedar Brook Financial Partners
Ohio
$374K +$3.27K +54 +0.9%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$352K -$628K -10,375 -66%
RJA
103
Raymond James & Associates
Florida
$335K +$21.7K +359 +7%
FP
104
Financial Perspectives
Minnesota
$319K +$3.87K +64 +1%
KA
105
Kovack Advisors
Florida
$309K +$290K +4,788 New
PGAM
106
Princeton Global Asset Management
New Jersey
$308K
DADC
107
D.A. Davidson & Co
Montana
$302K -$62K -1,024 -18%
I
108
INVST
Indiana
$295K +$277K +4,575 New
WP
109
WealthSource Partners
California
$289K -$11.2K -185 -4%
CCG
110
Chatham Capital Group
Georgia
$288K -$2.42K -40 -0.9%
Stifel Financial
111
Stifel Financial
Missouri
$282K -$155K -2,566 -37%
LFA
112
Legacy Financial Advisors
Kentucky
$281K -$578K -9,553 -69%
HI
113
Human Investing
Oregon
$276K +$259K +4,278 New
PCA
114
Prosperity Capital Advisors
Ohio
$265K +$248K +4,102 New
CGA
115
Crescent Grove Advisors
Illinois
$241K
AFP
116
Ausdal Financial Partners
Iowa
$234K +$4.05K +67 +2%
BlackRock
117
BlackRock
New York
$220K +$1.15K +19 +0.6%
KAS
118
Kestra Advisory Services
Texas
$218K +$205K +3,384 New
IFG
119
Independent Financial Group
California
$217K +$203K +3,353 New
CAL
120
Capital Analysts LLC
Pennsylvania
$216K +$165K +2,731 +449%
PCMC
121
Private Capital Management (Colorado)
Colorado
$207K
SFS
122
Security Financial Services
Indiana
$201K +$189K +3,120 New
HI
123
Harbour Investments
Wisconsin
$175K +$968 +16 +0.6%
NA
124
NewEdge Advisors
Louisiana
$153K +$3.63K +60 +3%
CT
125
Colonial Trust
South Carolina
$149K -$76.2K -1,259 -35%