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iShares International Dividend Growth ETF

134 hedge funds and large institutions have $469M invested in iShares International Dividend Growth ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

69% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 36

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

27% more capital invested

Capital invested by funds: $370M → $469M (+$99.2M)

9% more funds holding

Funds holding: 123134 (+11)

7.2% more ownership

Funds ownership: 76.04%83.24% (+7.2%)

Holders
134
Holders Change
+11
Holders Change %
+8.94%
% of All Funds
2.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
22
Increased
61
Reduced
36
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1
Vestmark Advisory Solutions
Massachusetts
$45.3M -$1.99M -33,066 -4%
Osaic Holdings
2
Osaic Holdings
Arizona
$37.2M +$4.05M +67,387 +12%
ACA
3
Aptus Capital Advisors
Alabama
$34.2M +$10.8M +178,954 +46%
Bank of America
4
Bank of America
North Carolina
$32.5M +$8.75M +145,483 +37%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.3M +$11.8M +195,532 +64%
Morgan Stanley
6
Morgan Stanley
New York
$29.5M +$3.78M +62,761 +15%
LPL Financial
7
LPL Financial
California
$26.4M +$3.71M +61,636 +17%
IAIM
8
International Assets Investment Management
Florida
$21.6M +$39.7M +659,822 New
AA
9
AJ Advisors
Tennessee
$15.3M +$449K +7,467 +3%
UBS Group
10
UBS Group
Switzerland
$10.3M +$2.08M +34,499 +26%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$9.62M +$2.86M +47,487 +43%
WP
12
WealthPLAN Partners
Nebraska
$8.73M -$6.48M -107,695 -43%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.55M +$4.25M +70,596 +100%
FP
14
Fiduciary Planning
Florida
$7M +$148K +2,457 +2%
WIM
15
WealthPlan Investment Management
Nebraska
$6.44M -$8.75M -145,459 -58%
Jane Street
16
Jane Street
New York
$5.62M +$1.05M +17,451 +23%
HCA
17
Heck Capital Advisors
Wisconsin
$5.58M -$134K -2,229 -2%
AssetMark Inc
18
AssetMark Inc
California
$5.5M +$1.51M +25,109 +38%
CWS
19
Confluence Wealth Services
Pennsylvania
$5.14M +$341K +5,675 +7%
OMC
20
Old Mission Capital
Illinois
$4.96M -$1.31M -21,756 -21%
CA
21
Cetera Advisors
Colorado
$4.86M +$1.24M +20,668 +35%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$4.74M +$4.74M +78,750 New
WC
23
Waterloo Capital
Texas
$4.62M +$4.58M +76,160 New
GIA
24
GHP Investment Advisors
Colorado
$4.39M -$28.2K -468 -0.6%
ARC
25
Advisor Resource Council
Texas
$4.22M +$3.8M +63,106 +1,104%

IGRO Hedge Fund Activity: Q1 2023 in Review

134 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q1 2023, worth a combined $469M — up 27% from $370M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGRO positions and 8 closed out — a net gain of 14 holders — while 61 added to existing stakes and 36 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $39.7M. The largest seller was WealthPlan Investment Management, cutting an estimated $8.75M.

  • 134 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q1 2023, up from 123 in Q4 2022.
  • Funds reported $469M of iShares International Dividend Growth ETF stock for Q1 2023, up 27% quarter-over-quarter.
  • 22 funds opened new iShares International Dividend Growth ETF positions in Q1 2023 and 8 closed out, a net change of +14 holders.
  • The largest iShares International Dividend Growth ETF buyer in Q1 2023 was International Assets Investment Management, an estimated $39.7M added.
  • The largest iShares International Dividend Growth ETF seller in Q1 2023 was WealthPlan Investment Management, an estimated $8.75M sold.

Based on aggregated 13F filings for Q1 2023.