We are live on ! Find out more
IGRO icon

iShares International Dividend Growth ETF

152 hedge funds and large institutions have $489M invested in iShares International Dividend Growth ETF in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 51 increasing their positions, 59 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

7% more funds holding

Funds holding: 142152 (+10)

2.68% more ownership

Funds ownership: 76.56%79.24% (+2.7%)

3% more capital invested

Capital invested by funds: $473M → $489M (+$16M)

14% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 59

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
152
Holders Change
+10
Holders Change %
+7.04%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
51
Reduced
59
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58.5M +$27.1M +448,195 +98%
VAS
2
Vestmark Advisory Solutions
Massachusetts
$42M -$2.2M -36,321 -5%
Osaic Holdings
3
Osaic Holdings
Arizona
$34.6M -$8.11M -134,047 -20%
Bank of America
4
Bank of America
North Carolina
$32.8M -$6.3M -104,154 -17%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.7M +$196K +3,246 +0.7%
LPL Financial
6
LPL Financial
California
$24.5M -$3.03K -50 -0%
AA
7
AJ Advisors
Tennessee
$18.6M +$1.1M +18,206 +7%
UBS Group
8
UBS Group
Switzerland
$12.1M -$2.33M -38,499 -17%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$12M +$643K +10,626 +6%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$11.4M +$73.2K +1,210 +0.7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$10.4M +$6.62M +109,353 +211%
JP Morgan Chase
12
JP Morgan Chase
New York
$10.4M -$691K -11,421 -7%
N
13
Nuveen
North Carolina
$9.31M +$8.72M +144,156 New
WP
14
WealthPLAN Partners
Nebraska
$8.88M +$188K +3,110 +2%
LGA
15
Lebenthal Global Advisors
New York
$7.45M +$1.18M +19,481 +20%
CWS
16
Confluence Wealth Services
Pennsylvania
$7.04M -$77K -1,272 -1%
WIM
17
WealthPlan Investment Management
Nebraska
$6.97M +$262K +4,334 +4%
BWFA
18
Baltimore-Washington Financial Advisors
Maryland
$6.75M +$389K +6,424 +7%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$6.68M +$152K +2,519 +2%
FTUS
20
Flow Traders U.S.
New York
$6.53M +$380K +6,279 +7%
FTS
21
Fifth Third Securities
Ohio
$5.99M +$54.5K +901 +1%
CA
22
Cetera Advisors
Colorado
$5.53M +$73.9K +1,222 +1%
AssetMark Inc
23
AssetMark Inc
California
$5.3M -$136K -2,249 -3%
TA
24
TrueWealth Advisors
Alabama
$5.19M +$337K +5,562 +7%
ACA
25
Aptus Capital Advisors
Alabama
$4.84M -$5.15M -85,190 -53%