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iShares International Dividend Growth ETF

141 hedge funds and large institutions have $473M invested in iShares International Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

50% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 42

5% more funds holding

Funds holding: 134141 (+7)

1% more capital invested

Capital invested by funds: $469M → $473M (+$3.61M)

8.13% less ownership

Funds ownership: 83.24%75.11% (-8.1%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
141
Holders Change
+7
Holders Change %
+5.22%
% of All Funds
2.21%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
17
Increased
63
Reduced
42
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$19.8K +$14.1K +228 +251%
AWM
127
Avior Wealth Management
Nebraska
$13.4K -$51.7K -836 -79%
WT
128
Washington Trust
Rhode Island
$12.9K
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$11.3K -$1.65M -26,608 -99%
OLVIG
130
Oliver Lagore Vanvalin Investment Group
Michigan
$7.57K +$7.55K +122 New
CPG
131
Cornerstone Planning Group
New Jersey
$6.57K +$6.56K +106 New
EWA
132
EverSource Wealth Advisors
Alabama
$6.2K
Barclays
133
Barclays
United Kingdom
$5.21K
Wells Fargo
134
Wells Fargo
California
$3.42K -$9.1K -147 -73%
SIS
135
Sound Income Strategies
Florida
$3.35K +$3.34K +54 New
FA
136
Fiduciary Alliance
South Carolina
$3.23K +$3.22K +52 New
SWM
137
Spire Wealth Management
Virginia
$2.98K
WWP
138
WR Wealth Planners
Missouri
$1.68K +$1.67K +27 New
RDFA
139
Ritter Daniher Financial Advisory
Ohio
$1.36K
AF
140
Advisornet Financial
Minnesota
$620 +$619 +10 New
Citigroup
141
Citigroup
New York
$372
IAIM
142
International Assets Investment Management
Florida
-$21.6M -659,822 Closed
ARC
143
Advisor Resource Council
Texas
-$4.22M -68,822 Closed
Citadel Advisors
144
Citadel Advisors
Florida
-$2.34M -38,578 Closed
CS
145
Comerica Securities
Michigan
-$2.33M -38,374 Closed
PCM
146
Penserra Capital Management
California
-$785K -12,963 Closed
AAS
147
Ameritas Advisory Services
Nebraska
-$57.1K -933 Closed
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
-$41.4K -683 Closed
WP
149
WealthShield Partners
North Carolina
-$38.9K -641 Closed
BAM
150
Belpointe Asset Management
Nevada
-$15.8K -260 Closed

IGRO Hedge Fund Activity: Q2 2023 in Review

141 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q2 2023, worth a combined $473M — up 0.77% from $469M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IGRO positions and 9 closed out — a net gain of 8 holders — while 63 added to existing stakes and 42 trimmed.

The largest buyer was Baltimore-Washington Financial Advisors, opening a new position worth an estimated $4.52M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $21.6M sold.

  • 141 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q2 2023, up from 134 in Q1 2023.
  • Funds reported $473M of iShares International Dividend Growth ETF stock for Q2 2023, up 0.77% quarter-over-quarter.
  • 17 funds opened new iShares International Dividend Growth ETF positions in Q2 2023 and 9 closed out, a net change of +8 holders.
  • The largest iShares International Dividend Growth ETF buyer in Q2 2023 was Baltimore-Washington Financial Advisors, an estimated $4.52M added.
  • The largest iShares International Dividend Growth ETF seller in Q2 2023 was International Assets Investment Management, an estimated $21.6M sold.

Based on aggregated 13F filings for Q2 2023.