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iShares International Dividend Growth ETF

49 hedge funds and large institutions have $118M invested in iShares International Dividend Growth ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

38% more capital invested

Capital invested by funds: $86M → $118M (+$32.5M)

23% more funds holding

Funds holding: 4049 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.26% less ownership

Funds ownership: 63.68%63.43% (-0.26%)

Holders
49
Holders Change
+9
Holders Change %
+22.5%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
17
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Gratus Capital
Georgia
$28.4M +$8.39M +130,338 +42%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$12.3M +$4.33M +67,251 +55%
Osaic Holdings
3
Osaic Holdings
Arizona
$10M +$3.83M +59,458 +63%
Bank of America
4
Bank of America
North Carolina
$8.74M +$463K +7,190 +6%
LFA
5
Legacy Financial Advisors
Kentucky
$7.51M +$276K +4,283 +4%
Truist Financial
6
Truist Financial
North Carolina
$5.79M +$440K +6,838 +8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.5M -$20.1K -312 -0.4%
GIA
8
GHP Investment Advisors
Colorado
$5.25M -$209K -3,250 -4%
Jane Street
9
Jane Street
New York
$5.24M +$3.31M +51,383 +175%
RJA
10
Raymond James & Associates
Florida
$4.52M +$4.49M +69,712 New
LPL Financial
11
LPL Financial
California
$2.56M +$782K +12,145 +45%
OMC
12
Old Mission Capital
Illinois
$2.11M +$2.09M +32,470 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.95M +$84.5K +1,313 +5%
BOPW
14
Brandywine Oak Private Wealth
Pennsylvania
$1.92M -$82.4K -1,280 -4%
CA
15
Cetera Advisors
Colorado
$1.81M +$61.7K +959 +4%
UBS Group
16
UBS Group
Switzerland
$1.69M +$662K +10,280 +65%
1832 Asset Management
17
1832 Asset Management
Ontario, Canada
$1.51M -$79.8K -1,240 -4%
NCM
18
New Capital Management
Texas
$1.46M
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.24M +$12K +187 +1%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$1.21M +$43.6K +678 +4%
JMPWA
21
JP Morgan Private Wealth Advisors
California
$1.15M -$969K -15,058 -46%
BFA
22
Beacon Financial Advisory
Ohio
$938K -$21K -326 -2%
FP
23
Financial Perspectives
Minnesota
$788K +$3.25M +50,551 +8,482%
CAL
24
Capital Advisors Ltd
Ohio
$774K +$386 +6 +0.1%
Creative Planning
25
Creative Planning
Kansas
$693K +$688K +10,690 New

IGRO Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q1 2021, worth a combined $118M — up 38% from $86M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IGRO positions and 4 closed out — a net gain of 9 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was Gratus Capital, adding an estimated $8.39M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $969K.

  • 49 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q1 2021, up from 40 in Q4 2020.
  • Funds reported $118M of iShares International Dividend Growth ETF stock for Q1 2021, up 38% quarter-over-quarter.
  • 13 funds opened new iShares International Dividend Growth ETF positions in Q1 2021 and 4 closed out, a net change of +9 holders.
  • The largest iShares International Dividend Growth ETF buyer in Q1 2021 was Gratus Capital, an estimated $8.39M added.
  • The largest iShares International Dividend Growth ETF seller in Q1 2021 was JP Morgan Private Wealth Advisors, an estimated $969K sold.

Based on aggregated 13F filings for Q1 2021.