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iShares International Dividend Growth ETF

40 hedge funds and large institutions have $86M invested in iShares International Dividend Growth ETF in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

40% more capital invested

Capital invested by funds: $61.3M → $86M (+$24.7M)

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2.58% more ownership

Funds ownership: 61.11%63.68% (+2.6%)

3% more funds holding

Funds holding: 3940 (+1)

Holders
40
Holders Change
+1
Holders Change %
+2.56%
% of All Funds
0.71%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
4
Increased
17
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Gratus Capital
Georgia
$19.4M +$3.6M +61,262 +25%
Bank of America
2
Bank of America
North Carolina
$8.04M +$146K +2,491 +2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$7.74M +$7.2M +122,620 New
LFA
4
Legacy Financial Advisors
Kentucky
$7.03M +$530K +9,020 +9%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.99M +$5.45M +92,712 +4,276%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.37M +$798K +13,591 +19%
GIA
7
GHP Investment Advisors
Colorado
$5.32M -$15.6K -265 -0.3%
Truist Financial
8
Truist Financial
North Carolina
$5.2M +$251K +4,280 +5%
JMPWA
9
JP Morgan Private Wealth Advisors
California
$2.06M +$1.06M +18,039 +123%
BOPW
10
Brandywine Oak Private Wealth
Pennsylvania
$1.95M -$69.1K -1,176 -4%
Jane Street
11
Jane Street
New York
$1.85M -$44.5K -757 -3%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.82M +$140K +2,390 +9%
LPL Financial
13
LPL Financial
California
$1.72M +$80.4K +1,369 +5%
CA
14
Cetera Advisors
Colorado
$1.7M -$705 -12 -0%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$1.52M
NCM
16
New Capital Management
Texas
$1.42M +$1.32M +22,441 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.2M +$35.3K +600 +3%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$1.13M +$3.35K +57 +0.3%
UBS Group
19
UBS Group
Switzerland
$995K +$338K +5,750 +57%
BFA
20
Beacon Financial Advisory
Ohio
$933K +$12.3K +210 +1%
CAL
21
Capital Advisors Ltd
Ohio
$753K +$19.3K +328 +3%
PAG
22
Private Advisor Group
New Jersey
$557K -$6.11K -104 -1%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$530K -$1.19M -20,191 -71%
CAN
24
Cetera Advisor Networks
California
$385K
AIP
25
Almanack Investment Partners
Pennsylvania
$340K +$316K +5,387 New

IGRO Hedge Fund Activity: Q4 2020 in Review

40 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q4 2020, worth a combined $86M — up 40% from $61.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new IGRO positions and 3 closed out — a net gain of 1 holder — while 17 added to existing stakes and 10 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $7.2M. The largest seller was Nuveen, exiting entirely with an estimated $4.59M sold.

  • 40 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q4 2020, up from 39 in Q3 2020.
  • Funds reported $86M of iShares International Dividend Growth ETF stock for Q4 2020, up 40% quarter-over-quarter.
  • 4 funds opened new iShares International Dividend Growth ETF positions in Q4 2020 and 3 closed out, a net change of +1 holder.
  • The largest iShares International Dividend Growth ETF buyer in Q4 2020 was CAPTRUST Financial Advisors, an estimated $7.2M added.
  • The largest iShares International Dividend Growth ETF seller in Q4 2020 was Nuveen, an estimated $4.59M sold.

Based on aggregated 13F filings for Q4 2020.