iShares International Dividend Growth ETF
IGRO
141 hedge funds and large institutions have $473M invested in iShares International Dividend Growth ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 63 increasing their positions, 42 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
50% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 42
5% more funds holding
Funds holding: 134 → 141 (+7)
1% less capital invested
Capital invested by funds: $479M → $473M (-$5.9M)
8.13% less ownership
Funds ownership: 83.24% → 75.11% (-8.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWFA
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
+$4.52M |
| 2 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$3.58M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.3M |
| 4 |
LGA
Lebenthal Global Advisors
Hauppauge,
New York
|
+$2.5M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$21.6M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.7M |
| 3 |
ARC
Advisor Resource Council
Dallas,
Texas
|
-$4.22M |
| 4 |
Morgan Stanley
New York
|
-$3.63M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.8M |
IGRO Hedge Fund Activity: Q2 2023 in Review
141 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q2 2023, worth a combined $473M — down 1.2% from $479M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IGRO positions and 9 closed out — a net gain of 8 holders — while 63 added to existing stakes and 42 trimmed.
The largest buyer was Baltimore-Washington Financial Advisors, opening a new position worth an estimated $4.52M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $21.6M sold.
- 141 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q2 2023, up from 134 in Q1 2023.
- Funds reported $473M of iShares International Dividend Growth ETF stock for Q2 2023, down 1.2% quarter-over-quarter.
- 17 funds opened new iShares International Dividend Growth ETF positions in Q2 2023 and 9 closed out, a net change of +8 holders.
- The largest iShares International Dividend Growth ETF buyer in Q2 2023 was Baltimore-Washington Financial Advisors, an estimated $4.52M added.
- The largest iShares International Dividend Growth ETF seller in Q2 2023 was International Assets Investment Management, an estimated $21.6M sold.
Based on aggregated 13F filings for Q2 2023.