iShares International Select Dividend

IDV • BATS

iShares International Select Dividend is an exchange-traded fund on BATS. As of Q3 2025, 509 institutional investors hold shares in this ETF, with total holdings valued at $3.3B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $463.1M.

Overview

Overview of institutional ownership in IDV as of Q3 2025

All Institutions

Institutions: 509
Value Held: $3.3B
Shares Held: 89.0M
Avg Position: $6.4M
Median Position: $639.6K

Hedge Funds

Hedge Funds: 3
Value Held: $3.0M
Shares Held: 79.9K
Avg Position: $985.7K
Median Position: $1.2M

Biggest Investors

Institutions with the largest positions in IDV as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$463.1M 0.03% of portfolio	12.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$267.0M 0.02% of portfolio	7.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$145.9M 0.03% of portfolio	4.0M shares	Q4 2013 Held for 11y 11m	$488.50B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$144.5M 0.03% of portfolio	3.9M shares	≤ Q2 2013 Held for 12y 5m+	$433.11B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$132.5M 0.04% of portfolio	3.6M shares	≤ Q2 2013 Held for 12y 5m+	$341.99B
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	Charles David Welling CEO	$128.5M 0.21% of portfolio	3.5M shares	Q2 2019 Held for 6y 5m	$59.9B
UBS Group AG Institution	Sergio P. Ermotti CEO	$106.8M 0.02% of portfolio	2.9M shares	Q4 2014 Held for 10y 11m	$511.54B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$92.6M 0.02% of portfolio	2.5M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B
L LPL Financial LLC Institution	-	$92.5M 0.03% of portfolio	2.5M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	Gunjan Kedia CEO	$73.1M 0.09% of portfolio	2.0M shares	Q3 2020 Held for 5y 2m	$84.3B

Net Capital Flow

Institutional buying and selling activity for IDV in Q3 2025

Traded: +$67.8M
Buyers: 264
Sellers: 187
Total Bought: +$236.4M
Total Sold: −$168.6M
Avg Position: $6.0M

Biggest Buyers

Institution	Net Bought	Current Position
Cetera Investment Advisers RIA/Wealth	+$27.0M +738.6K shares	$46.7M 1.3M shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	+$22.2M +608.7K shares	$128.5M 3.5M shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	+$19.5M +532.2K shares	$37.9M 1.0M shares
L LPL Financial LLC Institution	+$15.4M +420.6K shares	$92.5M 2.5M shares
MORGAN STANLEY RIA/Wealth	+$10.5M +288.5K shares	$267.0M 7.3M shares
BANK OF AMERICA CORP /DE/ Institution	+$9.3M +253.4K shares	$463.1M 12.7M shares
WELLS FARGO & COMPANY/MN Institution	+$8.5M +233.3K shares	$145.9M 4.0M shares
NWF Advisory Services Inc. RIA/Wealth	+$5.6M +153.4K shares	$7.7M 211.4K shares
Outlook Wealth Advisors, LLC RIA/Wealth	+$4.9M +132.9K shares	$5.6M 151.9K shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	+$4.8M +130.5K shares	$31.6M 863.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$42.8M −1.2M shares	$132.5M 3.6M shares
J JANE STREET GROUP, LLC Institution	−$25.9M −749.4K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$13.4M −388.4K shares	Sold Off 0 shares
Marks Wealth, LLC RIA/Wealth	−$12.8M −371.5K shares	Sold Off 0 shares
Mirae Asset Global Investments Co., Ltd. Long Only Manager	−$12.1M −331.4K shares	$3.5M 94.5K shares
O OLD MISSION CAPITAL LLC Institution	−$7.0M −192.4K shares	$1.0M 27.4K shares
MERITAGE PORTFOLIO MANAGEMENT Long Only Manager	−$4.1M −111.8K shares	$451.4K 12.4K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	−$3.7M −102.0K shares	$12.4M 340.5K shares
S SCOTIA CAPITAL INC. Institution	−$3.3M −91.0K shares	$39.6M 1.1M shares
CWM, LLC RIA/Wealth	−$3.2M −87.3K shares	$12.6M 345.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IDV in Q3 2025

New Positions: 25
New Value: $11.3M
Exited Positions: 36
Exited Value: $66.7M

New Positions

Institution	Position Value
ARVEST INVESTMENTS, INC. RIA/Wealth	$3.1M 85.7K shares
St. Louis Financial Planners Asset Management, LLC RIA/Wealth	$1.3M 39.7K shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$1.3M 35.4K shares
VICTORY FINANCIAL GROUP, LLC RIA/Wealth	$1.0M 28.5K shares
NAN FUNG TRINITY Ltd RIA/Wealth	$986.9K 27.0K shares
Per Stirling Capital Management, LLC. RIA/Wealth	$731.7K 20.0K shares
BEAM Asset Management, LLC RIA/Wealth	$403.0K 11.0K shares
Wright Fund Managment, LLC Long Only Manager	$262.4K 7.2K shares
Vernal Point Advisors, LLC Family Office	$250.2K 6.8K shares
Traynor Capital Management, Inc. RIA/Wealth	$233.0K 6.4K shares

Exited Positions

Institution	Previous Position
J JANE STREET GROUP, LLC Institution	$25.9M 749.4K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$13.4M 388.4K shares
Marks Wealth, LLC RIA/Wealth	$12.8M 371.5K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$2.0M 56.5K shares
Kingstone Capital Partners Texas, LLC RIA/Wealth	$1.5M 43.3K shares
Wharton Business Group, LLC RIA/Wealth	$1.5M 42.2K shares
BFI Infinity Ltd. RIA/Wealth	$1.4M 41.3K shares
C Concord Asset Management, LLC/VA RIA/Wealth	$1.4M 40.2K shares
Siligmueller & Norvid Wealth Advisors LLC RIA/Wealth	$1.3M 36.1K shares
Retireful, LLC ETF Provider	$1.1M 30.5K shares

Options Activity

Institutions with the largest Call and Put options positions in IDV as of Q3 2025

Call Positions: 2
Call Value: $398.4K
Put Positions: 4
Put Value: $5.0M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$398.4K 109.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Put Positions

Institution	Position Value
BFI Infinity Ltd. RIA/Wealth	$3.6M 985.5 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$954.0K 261.0 contracts
J JANE STREET GROUP, LLC Institution	$482.5K 132.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	- - contracts

Most Committed Institutions

Institutions with IDV as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Gimbal Financial RIA/Wealth	Douglas Allen Shrieve Member	9.25% $15.4M	421.3K shares	Q2 2025 Held for 5 months	$166.5M
Disciplined Investors, L.L.C. RIA/Wealth	Todd David Stoner Managing Partner	6.52% $9.1M	248.0K shares	Q4 2024 Held for 11 months	$138.9M
Eagle Bluffs Wealth Management LLC RIA/Wealth	Nicholas James Thurwanger Founder	5.21% $12.1M	330.2K shares	Q3 2023 Held for 2y 2m	$231.7M
Chicago Wealth Management, Inc. RIA/Wealth	Jeffrey George Cribbs Managing Partner	4.34% $10.0M	272.4K shares	Q2 2025 Held for 5 months	$229.5M
Johnson & White Wealth Management, LLC RIA/Wealth	Timothy Paul White CCO	4.32% $9.4M	258.1K shares	Q4 2024 Held for 11 months	$218.3M
COWA, LLC RIA/Wealth	James E Diacon CCO	3.48% $9.9M	270.9K shares	Q4 2020 Held for 4y 11m	$284.4M
FORTE ASSET MANAGEMENT LLC RIA/Wealth	Sanjiv Kumar Founder	3.28% $6.8M	186.2K shares	Q4 2022 Held for 2y 11m	$207.8M
Sterling Wealth Advisors Inc RIA/Wealth	Elizabeth Ann Barrett CEO	3.21% $5.0M	136.7K shares	Q4 2024 Held for 11 months	$156.7M
Murphy, Middleton, Hinkle & Parker, Inc. RIA/Wealth	Taylor Colby Anderson President	2.78% $5.7M	155.7K shares	Q4 2017 Held for 7y 11m	$204.5M
F FUKOKU MUTUAL LIFE INSURANCE Co Institution	-	2.78% $45.0M	1.2M shares	Q2 2014 Held for 11y 5m	$1.6B