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iShares Asia/Pacific Dividend ETF

28 hedge funds and large institutions have $18.4M invested in iShares Asia/Pacific Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

70% more capital invested

Capital invested by funds: $10.8M → $18.4M (+$7.56M)

22% more funds holding

Funds holding: 2328 (+5)

14.77% more ownership

Funds ownership: 28.21%42.98% (+15%)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$3.8M +$1.74M +53,365 +101%
OPA
2
Old Port Advisors
Maine
$3.4M -$95.7K -2,929 -3%
Jane Street
3
Jane Street
New York
$2.56M +$1.42M +43,499 +155%
Citadel Advisors
4
Citadel Advisors
Florida
$1.79M +$453K +13,867 +38%
CPG
5
Custom Portfolio Group
Colorado
$1.68M +$1.6M +48,848 New
SC
6
Scotia Capital
Ontario, Canada
$881K +$74.4K +2,277 +10%
OMC
7
Old Mission Capital
Illinois
$758K
Mariner
8
Mariner
Kansas
$680K +$1.27K +39 +0.2%
VH
9
Visionary Horizons
Tennessee
$608K +$555K +16,995 New
UBS Group
10
UBS Group
Switzerland
$497K +$3.27K +100 +0.7%
LWL
11
Leo Wealth LLC
Texas
$433K +$390K +11,928 New
Bank of America
12
Bank of America
North Carolina
$311K -$48.4K -1,483 -15%
HA
13
HC Advisors
Georgia
$239K
Goldman Sachs
14
Goldman Sachs
New York
$224K +$205K +6,262 New
LPL Financial
15
LPL Financial
California
$218K +$199K +6,088 New
BCM
16
Bourgeon Capital Management
Connecticut
$185K +$6.7K +205 +4%
AF
17
Advisornet Financial
Minnesota
$32.2K
BWL
18
Bogart Wealth LLC
Virginia
$29.9K +$980 +30 +4%
Osaic Holdings
19
Osaic Holdings
Arizona
$17.9K -$17.1K -524 -51%
TWM
20
Tradition Wealth Management
Minnesota
$9K +$294 +9 +4%
WA
21
WestEnd Advisors
North Carolina
$5.72K -$1.34K -41 -20%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5K +$65 +2 +2%
GRP
23
Global Retirement Partners
California
$4.32K
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$3.55K
Barclays
25
Barclays
United Kingdom
$3.5K

DVYA Hedge Fund Activity: Q4 2023 in Review

28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Asia/Pacific Dividend ETF (DVYA) for Q4 2023, worth a combined $18.4M — up 70% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new DVYA positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.74M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $658K sold.

  • 28 institutional investors held iShares Asia/Pacific Dividend ETF (DVYA) as of Q4 2023, up from 23 in Q3 2023.
  • Funds reported $18.4M of iShares Asia/Pacific Dividend ETF stock for Q4 2023, up 70% quarter-over-quarter.
  • 6 funds opened new iShares Asia/Pacific Dividend ETF positions in Q4 2023 and 1 closed out, a net change of +5 holders.
  • The largest iShares Asia/Pacific Dividend ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.74M added.
  • The largest iShares Asia/Pacific Dividend ETF seller in Q4 2023 was Brookstone Capital Management, an estimated $658K sold.

Based on aggregated 13F filings for Q4 2023.