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iShares International Dividend Growth ETF

123 hedge funds and large institutions have $370M invested in iShares International Dividend Growth ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

480% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

70% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 30

41% more capital invested

Capital invested by funds: $262M → $370M (+$108M)

19% more funds holding

Funds holding: 103123 (+20)

9.51% more ownership

Funds ownership: 66.53%76.04% (+9.5%)

Holders
123
Holders Change
+20
Holders Change %
+19.42%
% of All Funds
1.98%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
29
Increased
51
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1
Vestmark Advisory Solutions
Massachusetts
$45M -$1M -18,251 -2%
Osaic Holdings
2
Osaic Holdings
Arizona
$31.5M -$1.35M -24,566 -4%
Morgan Stanley
3
Morgan Stanley
New York
$24.4M -$3.03M -55,069 -12%
Bank of America
4
Bank of America
North Carolina
$22.5M +$703K +12,802 +3%
ACA
5
Aptus Capital Advisors
Alabama
$22.2M +$21.2M +385,195 New
LPL Financial
6
LPL Financial
California
$21.5M +$10.5M +191,210 +105%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.5M +$419K +7,628 +3%
WIM
8
WealthPlan Investment Management
Nebraska
$15.5M -$356K -6,486 -3%
WP
9
WealthPLAN Partners
Nebraska
$15.5M +$13.8M +251,742 New
AA
10
AJ Advisors
Tennessee
$14.1M +$13.5M +245,171 New
UBS Group
11
UBS Group
Switzerland
$7.76M +$392K +7,143 +6%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.39M -$509K -9,263 -7%
FP
13
Fiduciary Planning
Florida
$6.51M +$6.21M +113,010 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$6.41M +$2.06M +37,427 +51%
OMC
15
Old Mission Capital
Illinois
$5.96M +$4.94M +89,823 +657%
HCA
16
Heck Capital Advisors
Wisconsin
$5.43M -$658K -11,968 -11%
CWS
17
Confluence Wealth Services
Pennsylvania
$4.55M +$2.97M +53,970 +215%
Jane Street
18
Jane Street
New York
$4.34M -$2.11M -38,334 -34%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$4.31M -$6.89M -125,311 -63%
GIA
20
GHP Investment Advisors
Colorado
$4.2M -$203K -3,699 -5%
JP Morgan Chase
21
JP Morgan Chase
New York
$4.06M +$3.87M +70,409 +111,760%
AssetMark Inc
22
AssetMark Inc
California
$3.78M +$92.7K +1,688 +3%
FTS
23
Fifth Third Securities
Ohio
$3.55M -$189K -3,437 -5%
CA
24
Cetera Advisors
Colorado
$3.43M -$67.2K -1,223 -2%
Truist Financial
25
Truist Financial
North Carolina
$3.15M +$144K +2,617 +5%

IGRO Hedge Fund Activity: Q4 2022 in Review

123 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q4 2022, worth a combined $370M — up 41% from $262M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IGRO positions and 5 closed out — a net gain of 24 holders — while 51 added to existing stakes and 30 trimmed.

The largest buyer was Aptus Capital Advisors, opening a new position worth an estimated $21.2M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $6.89M.

  • 123 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q4 2022, up from 103 in Q3 2022.
  • Funds reported $370M of iShares International Dividend Growth ETF stock for Q4 2022, up 41% quarter-over-quarter.
  • 29 funds opened new iShares International Dividend Growth ETF positions in Q4 2022 and 5 closed out, a net change of +24 holders.
  • The largest iShares International Dividend Growth ETF buyer in Q4 2022 was Aptus Capital Advisors, an estimated $21.2M added.
  • The largest iShares International Dividend Growth ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $6.89M sold.

Based on aggregated 13F filings for Q4 2022.