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iShares Emerging Markets Dividend ETF

151 hedge funds and large institutions have $452M invested in iShares Emerging Markets Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

34% more capital invested

Capital invested by funds: $336M → $452M (+$115M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 137151 (+14)

3.56% more ownership

Funds ownership: 50.69%54.25% (+3.6%)

Holders
151
Holders Change
+14
Holders Change %
+10.22%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
24
Increased
58
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$4.3M +$64.2K +1,663 +2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.45M +$185K +4,787 +6%
CCC
28
Crescent Capital Consulting
Louisiana
$3.24M +$3.16M +81,956 +17,003%
OFA
29
Oak Family Advisors
Illinois
$2.97M +$1.7M +44,075 +139%
Stifel Financial
30
Stifel Financial
Missouri
$2.66M -$1.07M -27,734 -29%
IA
31
IFP Advisors
Florida
$2.62M +$2.56M +66,250 +12,067%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.61M +$1.92M +49,791 +295%
Truist Financial
33
Truist Financial
North Carolina
$2.23M +$40.2K +1,041 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.19M +$155K +4,010 +8%
CM
35
Columbus Macro
Pennsylvania
$2.14M +$2.11M +54,527 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$2.02M +$542K +14,035 +38%
HW
37
Hancock Whitney
Mississippi
$1.99M +$69.8K +1,807 +4%
DF
38
Donoghue Forlines
Massachusetts
$1.94M -$467K -12,100 -20%
AA
39
Argent Advisors
Louisiana
$1.92M +$77.1K +1,997 +4%
MCWS
40
McKinley Carter Wealth Services
West Virginia
$1.91M +$1.89M +48,874 New
PGAM
41
Princeton Global Asset Management
New Jersey
$1.76M -$23.1K -598 -1%
CAL
42
Capital Analysts LLC
Pennsylvania
$1.55M -$93.2K -2,413 -6%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.52M +$1.5M +38,854 New
RSWM
44
Robertson Stephens Wealth Management
California
$1.49M -$9.73K -252 -0.7%
CBFP
45
Cedar Brook Financial Partners
Ohio
$1.32M +$35.3K +913 +3%
Osaic Holdings
46
Osaic Holdings
Arizona
$1.26M +$143K +3,712 +13%
ADL
47
Asset Dedication LLC
California
$1.16M -$20.7K -537 -2%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$1.09M +$1.08M +27,900 New
WP
49
WealthSource Partners
California
$1.02M -$114K -2,954 -10%
BOPW
50
Brandywine Oak Private Wealth
Pennsylvania
$955K +$72.4K +1,876 +8%

DVYE Hedge Fund Activity: Q1 2021 in Review

151 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q1 2021, worth a combined $452M — up 34% from $336M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DVYE positions and 10 closed out — a net gain of 14 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $52.2M. The largest seller was Avantax Advisory Services, cutting an estimated $4.51M.

  • 151 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q1 2021, up from 137 in Q4 2020.
  • Funds reported $452M of iShares Emerging Markets Dividend ETF stock for Q1 2021, up 34% quarter-over-quarter.
  • 24 funds opened new iShares Emerging Markets Dividend ETF positions in Q1 2021 and 10 closed out, a net change of +14 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q1 2021 was Merit Financial Group, an estimated $52.2M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q1 2021 was Avantax Advisory Services, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2021.