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iShares Emerging Markets Dividend ETF
DVYE

81 hedge funds and large institutions have $161M invested in iShares Emerging Markets Dividend ETF in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 10

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

25% more funds holding

Funds holding: 65 → 81 (+16)

9% more capital invested

Capital invested by funds: $147M → $161M (+$13.6M)

0.48% more ownership

Funds ownership: 41.15% → 41.62% (+0.48%)

Holders
81
Holders Change
+16
Holders Change %
+24.62%
% of All Funds
1.84%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
37
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
+$10.7M
2
AssetMark Inc
AssetMark Inc
California
+$3.25M
3
AIP
Almanack Investment Partners
Pennsylvania
+$1.22M
4
EWM
Endurance Wealth Management
Rhode Island
+$1.15M
5
LPL Financial
LPL Financial
California
+$1M

Top Sellers

Rank Fund Capital Flow
1
NPC
National Planning Corporation
California
-$4.7M
2
BlackRock
BlackRock
New York
-$3.27M
3
Bank of America
Bank of America
North Carolina
-$2.41M
4
Morgan Stanley
Morgan Stanley
New York
-$1.92M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$708K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$1.23M +$848K +20,435 +230%
ADL
27
Asset Dedication LLC
California
$1.19M +$53K +1,277 +5%
SPC
28
Sigma Planning Corp
Michigan
$1.13M -$663K -15,980 -37%
KA
29
Kovack Advisors
Florida
$1.12M +$372K +8,973 +50%
ASN
30
Advisory Services Network
Georgia
$938K +$95K +2,288 +11%
OFG
31
OmniStar Financial Group
North Carolina
$938K +$930K +22,413 New
EAM
32
Evanson Asset Management
California
$719K +$714K +17,200 New
FCIM
33
Fairview Capital Investment Management
California
$703K +$79.9K +1,925 +13%
HHGA
34
Halbert Hargrove Global Advisors
California
$629K -$202K -4,862 -24%
CIBC World Market
35
CIBC World Market
Ontario, Canada
$545K -$10.8K -260 -2%
MIAN
36
Mariner Independent Advisor Network
Kansas
$533K -$397K -9,570 -44%
MFG
37
Merit Financial Group
Georgia
$525K +$521K +12,557 New
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$485K +$20.8K +502 +5%
AG
39
Advisor Group
Arizona
$424K +$16.6K +401 +4%
BAM
40
Belpointe Asset Management
Nevada
$418K +$415K +10,000 New
BTS
41
BB&T Securities
Virginia
$391K -$54.4K -1,310 -12%
Renaissance Technologies
42
Renaissance Technologies
New York
$389K +$386K +9,300 New
SB
43
Suntrust Banks
Georgia
$365K +$72.5K +1,747 +25%
WP
44
WealthSource Partners
California
$296K +$92.3K +2,225 +46%
Lazard Asset Management
45
Lazard Asset Management
New York
$292K – – –
RA
46
RFG Advisory
Alabama
$267K +$249 +6 +0.1%
CWM
47
Cahaba Wealth Management
Georgia
$255K +$2.78K +67 +1%
WTC
48
WhitTier Trust Company
Nevada
$186K +$20.3K +489 +12%
AIM
49
Advantage Investment Management
Iowa
$181K +$59.6K +1,436 +50%
1IA
50
1834 Investment Advisors
Wisconsin
$173K +$172K +4,143 New
1
2
3 4

DVYE Hedge Fund Activity: Q4 2017 in Review

81 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q4 2017, worth a combined $161M — up 9.2% from $147M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DVYE positions and 8 closed out — a net gain of 16 holders — while 37 added to existing stakes and 10 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $10.7M. The largest seller was National Planning Corporation, exiting entirely with an estimated $4.7M sold.

  • 81 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q4 2017, up from 65 in Q3 2017.
  • Funds reported $161M of iShares Emerging Markets Dividend ETF stock for Q4 2017, up 9.2% quarter-over-quarter.
  • 24 funds opened new iShares Emerging Markets Dividend ETF positions in Q4 2017 and 8 closed out, a net change of +16 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q4 2017 was United Capital Financial Advisors, an estimated $10.7M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q4 2017 was National Planning Corporation, an estimated $4.7M sold.

Based on aggregated 13F filings for Q4 2017.