We are live on ! Find out more
IGRO icon

iShares International Dividend Growth ETF

167 hedge funds and large institutions have $521M invested in iShares International Dividend Growth ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 49 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 49

11% more funds holding

Funds holding: 150167 (+17)

3.4% more ownership

Funds ownership: 75.56%78.97% (+3.4%)

4% more capital invested

Capital invested by funds: $500M → $521M (+$21.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
167
Holders Change
+17
Holders Change %
+11.33%
% of All Funds
2.41%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
76
Reduced
49
Closed
7
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
$37.9M +$492K +7,342 +1%
Osaic Holdings
2
Osaic Holdings
Arizona
$35.1M +$1.19M +17,813 +4%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$34.7M +$1.03M +15,351 +3%
Morgan Stanley
4
Morgan Stanley
New York
$32.9M -$2.85M -42,525 -8%
VAS
5
Vestmark Advisory Solutions
Massachusetts
$32.4M -$1.13M -16,844 -3%
BlackRock
6
BlackRock
New York
$30.4M +$29.9M +447,217 +12,687%
LPL Financial
7
LPL Financial
California
$28.5M +$3.53M +52,719 +14%
AA
8
AJ Advisors
Tennessee
$20.4M +$4.95K +74 +0%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$19.7M +$2.82M +42,095 +17%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$14.6M +$667K +9,969 +5%
UBS Group
11
UBS Group
Switzerland
$14.5M +$1.19M +17,795 +9%
JP Morgan Chase
12
JP Morgan Chase
New York
$11.6M +$195K +2,908 +2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$11.2M +$306K +4,564 +3%
N
14
Nuveen
North Carolina
$9.85M +$134K +2,000 +1%
WP
15
WealthPLAN Partners
Nebraska
$9.15M +$25.4K +379 +0.3%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$8.4M +$245K +3,661 +3%
FTS
17
Fifth Third Securities
Ohio
$7.63M +$843K +12,595 +13%
BWFA
18
Baltimore-Washington Financial Advisors
Maryland
$7.63M +$333K +4,974 +5%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$7.45M +$373K +5,574 +5%
CWS
20
Confluence Wealth Services
Pennsylvania
$7.44M +$352K +5,259 +5%
SA
21
Sanctuary Advisors
Indiana
$6.3M +$6.4M +95,631 New
WIM
22
WealthPlan Investment Management
Nebraska
$5.77M +$137K +2,053 +2%
AssetMark Inc
23
AssetMark Inc
California
$5.57M -$238K -3,557 -4%
BPA
24
Beacon Pointe Advisors
California
$4.72M +$1.36M +20,301 +41%
TA
25
TrueWealth Advisors
Alabama
$4.58M -$848K -12,659 -16%