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iShares International Dividend Growth ETF

39 hedge funds and large institutions have $61.3M invested in iShares International Dividend Growth ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 7

35% more capital invested

Capital invested by funds: $45.3M → $61.3M (+$16M)

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3839 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

16.26% less ownership

Funds ownership: 77.36%61.11% (-16%)

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
16
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Gratus Capital
Georgia
$13.4M +$13.5M +246,216 New
Bank of America
2
Bank of America
North Carolina
$6.83M -$29.7K -540 -0.4%
LFA
3
Legacy Financial Advisors
Kentucky
$5.6M -$40.3K -733 -0.7%
GIA
4
GHP Investment Advisors
Colorado
$4.62M -$1.26M -22,825 -21%
N
5
Nuveen
North Carolina
$4.59M
Truist Financial
6
Truist Financial
North Carolina
$4.26M +$1.4M +25,463 +48%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.91M +$687K +12,501 +21%
BOPW
8
Brandywine Oak Private Wealth
Pennsylvania
$1.75M +$227K +4,123 +15%
Jane Street
9
Jane Street
New York
$1.65M +$509K +9,254 +44%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.56M +$604K +10,986 +62%
CA
11
Cetera Advisors
Colorado
$1.47M +$233K +4,236 +19%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.44M +$390K +7,091 +37%
LPL Financial
13
LPL Financial
California
$1.42M +$78.9K +1,434 +6%
1832 Asset Management
14
1832 Asset Management
Ontario, Canada
$1.25M -$50.6K -920 -3%
Franklin Resources
15
Franklin Resources
California
$1.05M +$1.06M +19,306 New
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1M +$72K +1,309 +8%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$964K +$3.46K +63 +0.4%
JMPWA
18
JP Morgan Private Wealth Advisors
California
$802K +$808K +14,689 New
BFA
19
Beacon Financial Advisory
Ohio
$796K +$15.7K +286 +2%
CAL
20
Capital Advisors Ltd
Ohio
$634K +$39.9K +726 +7%
UBS Group
21
UBS Group
Switzerland
$547K +$193K +3,516 +54%
PAG
22
Private Advisor Group
New Jersey
$488K -$79.5K -1,446 -14%
CAN
23
Cetera Advisor Networks
California
$333K -$56.4K -1,025 -14%
SAM
24
Strategy Asset Managers
California
$235K +$236K +4,298 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$232K +$233K +4,245 New

IGRO Hedge Fund Activity: Q3 2020 in Review

39 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q3 2020, worth a combined $61.3M — up 35% from $45.3M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IGRO positions and 5 closed out — a net gain of 1 holder — while 16 added to existing stakes and 7 trimmed.

The largest buyer was Gratus Capital, opening a new position worth an estimated $13.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.91M sold.

  • 39 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q3 2020, up from 38 in Q2 2020.
  • Funds reported $61.3M of iShares International Dividend Growth ETF stock for Q3 2020, up 35% quarter-over-quarter.
  • 6 funds opened new iShares International Dividend Growth ETF positions in Q3 2020 and 5 closed out, a net change of +1 holder.
  • The largest iShares International Dividend Growth ETF buyer in Q3 2020 was Gratus Capital, an estimated $13.5M added.
  • The largest iShares International Dividend Growth ETF seller in Q3 2020 was Citadel Advisors, an estimated $4.91M sold.

Based on aggregated 13F filings for Q3 2020.