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iShares International Dividend Growth ETF

180 hedge funds and large institutions have $698M invested in iShares International Dividend Growth ETF in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 95 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 36

144% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

34% more capital invested

Capital invested by funds: $521M → $698M (+$177M)

8% more funds holding

Funds holding: 167180 (+13)

1.52% less ownership

Funds ownership: 78.97%77.44% (-1.5%)

Holders
180
Holders Change
+13
Holders Change %
+7.78%
% of All Funds
2.58%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
22
Increased
95
Reduced
36
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$55M +$15.7M +221,898 +43%
LPL Financial
2
LPL Financial
California
$49.8M +$17.4M +244,899 +58%
Morgan Stanley
3
Morgan Stanley
New York
$42.3M +$5.55M +78,309 +16%
Osaic Holdings
4
Osaic Holdings
Arizona
$39.9M +$995K +14,036 +3%
Bank of America
5
Bank of America
North Carolina
$38.7M -$3.09M -43,540 -8%
VAS
6
Vestmark Advisory Solutions
Massachusetts
$35.1M -$671K -9,468 -2%
BlackRock
7
BlackRock
New York
$33.6M +$25K +352 +0.1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$30.8M +$13.9M +196,623 +91%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$25.5M +$3.55M +50,074 +17%
AA
10
AJ Advisors
Tennessee
$22.7M +$138K +1,942 +0.6%
JP Morgan Chase
11
JP Morgan Chase
New York
$19.4M +$6.21M +87,583 +51%
UBS Group
12
UBS Group
Switzerland
$17.9M +$1.78M +25,149 +12%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$15.8M +$6.19M +87,306 +70%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$12.6M +$214K +3,025 +2%
AssetMark Inc
15
AssetMark Inc
California
$11.7M +$5.31M +74,880 +91%
N
16
Nuveen
North Carolina
$10.9M
WP
17
WealthPLAN Partners
Nebraska
$10M -$72.5K -1,023 -0.8%
CWS
18
Confluence Wealth Services
Pennsylvania
$8.86M +$590K +8,316 +8%
BWFA
19
Baltimore-Washington Financial Advisors
Maryland
$8.79M +$332K +4,686 +4%
SA
20
Sanctuary Advisors
Indiana
$8.39M +$1.66M +23,432 +25%
FTS
21
Fifth Third Securities
Ohio
$8.37M -$69.5K -981 -0.9%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$8.27M +$22.8K +322 +0.3%
Jane Street
23
Jane Street
New York
$7.78M +$5.28M +74,511 +250%
PSCM
24
Per Stirling Capital Management
Texas
$7.15M +$6.79M +95,847 New
WIM
25
WealthPlan Investment Management
Nebraska
$6.88M +$472K +6,654 +8%

IGRO Hedge Fund Activity: Q3 2024 in Review

180 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares International Dividend Growth ETF (IGRO) for Q3 2024, worth a combined $698M — up 34% from $521M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IGRO positions and 9 closed out — a net gain of 13 holders — while 95 added to existing stakes and 36 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.4M. The largest seller was Bank of America, cutting an estimated $3.09M.

  • 180 institutional investors held iShares International Dividend Growth ETF (IGRO) as of Q3 2024, up from 167 in Q2 2024.
  • Funds reported $698M of iShares International Dividend Growth ETF stock for Q3 2024, up 34% quarter-over-quarter.
  • 22 funds opened new iShares International Dividend Growth ETF positions in Q3 2024 and 9 closed out, a net change of +13 holders.
  • The largest iShares International Dividend Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $17.4M added.
  • The largest iShares International Dividend Growth ETF seller in Q3 2024 was Bank of America, an estimated $3.09M sold.

Based on aggregated 13F filings for Q3 2024.