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iShares International Dividend Growth ETF

150 hedge funds and large institutions have $500M invested in iShares International Dividend Growth ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 74 increasing their positions, 52 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

42% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 52

2% more capital invested

Capital invested by funds: $489M → $500M (+$10.9M)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less funds holding

Funds holding: 152150 (-2)

3.68% less ownership

Funds ownership: 79.24%75.56% (-3.7%)

Holders
150
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
2.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
74
Reduced
52
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$37.4M +$3.14M +47,891 +9%
Morgan Stanley
2
Morgan Stanley
New York
$35.8M -$24.6M -375,990 -41%
Osaic Holdings
3
Osaic Holdings
Arizona
$33.9M -$2.14M -32,736 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$33.7M +$1.59M +24,244 +5%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$33.5M -$10M -152,955 -24%
LPL Financial
6
LPL Financial
California
$24.9M -$628K -9,593 -3%
AA
7
AJ Advisors
Tennessee
$20.4M +$981K +14,978 +5%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$16.8M +$5.83M +88,990 +55%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13.9M +$1.32M +20,123 +11%
UBS Group
10
UBS Group
Switzerland
$13.3M +$578K +8,828 +5%
JP Morgan Chase
11
JP Morgan Chase
New York
$11.4M +$518K +7,905 +5%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$10.9M -$988K -15,084 -9%
Wells Fargo
13
Wells Fargo
California
$10.2M +$9.9M +151,182 +36,874%
N
14
Nuveen
North Carolina
$9.71M
WP
15
WealthPLAN Partners
Nebraska
$9.12M -$141K -2,154 -2%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$8.14M +$6.75M +103,022 +576%
BWFA
17
Baltimore-Washington Financial Advisors
Maryland
$7.29M +$243K +3,705 +4%
CWS
18
Confluence Wealth Services
Pennsylvania
$7.09M -$249K -3,804 -3%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$7.07M +$93.1K +1,421 +1%
FTS
20
Fifth Third Securities
Ohio
$6.78M +$518K +7,912 +9%
CA
21
Cetera Advisors
Colorado
$5.97M +$201K +3,077 +4%
AssetMark Inc
22
AssetMark Inc
California
$5.8M +$269K +4,114 +5%
WIM
23
WealthPlan Investment Management
Nebraska
$5.62M -$1.6M -24,413 -23%
SAG
24
SageView Advisory Group
California
$5.55M +$4.68M +71,428 New
TA
25
TrueWealth Advisors
Alabama
$5.43M +$22.6K +345 +0.4%

IGRO Hedge Fund Activity: Q1 2024 in Review

150 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q1 2024, worth a combined $500M — up 2.2% from $489M a quarter earlier.

Fund positioning in IGRO was balanced in Q1 2024: 10 funds opened new positions, 10 closed out, 74 added to existing stakes and 52 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.9M. The largest seller was Morgan Stanley, cutting an estimated $24.6M.

  • 150 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q1 2024, down from 152 in Q4 2023.
  • Funds reported $500M of iShares International Dividend Growth ETF stock for Q1 2024, up 2.2% quarter-over-quarter.
  • 10 funds opened new iShares International Dividend Growth ETF positions in Q1 2024 and 10 closed out, a net change of 0 holders.
  • The largest iShares International Dividend Growth ETF buyer in Q1 2024 was Wells Fargo, an estimated $9.9M added.
  • The largest iShares International Dividend Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.6M sold.

Based on aggregated 13F filings for Q1 2024.