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iShares Emerging Markets Dividend ETF

140 hedge funds and large institutions have $355M invested in iShares Emerging Markets Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

0.95% more ownership

Funds ownership: 50.54%51.48% (+0.95%)

10% less funds holding

Funds holding: 155140 (-15)

15% less capital invested

Capital invested by funds: $417M → $355M (-$62.1M)

38% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 29

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $206K

Holders
140
Holders Change
-15
Holders Change %
-9.68%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
18
Increased
53
Reduced
41
Closed
29
Calls
Puts
$206K
Net Calls
-$206K
Net Calls Change
+$29K
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
26
Institutional & Family Asset Management
Colorado
$3.34M -$201K -5,528 -5%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.07M -$127K -3,488 -4%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$2.93M +$1.54M +42,358 +90%
HWA
29
Heartwood Wealth Advisors
Virginia
$2.81M +$520K +14,282 +20%
Stifel Financial
30
Stifel Financial
Missouri
$2.64M +$221K +6,077 +8%
AA
31
Argent Advisors
Louisiana
$2.37M +$503K +13,835 +24%
MCWS
32
McKinley Carter Wealth Services
West Virginia
$2.21M +$316K +8,693 +15%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.19M +$296K +8,126 +14%
HW
34
Hancock Whitney
Mississippi
$2.01M +$49.2K +1,351 +2%
FTUS
35
Flow Traders U.S.
New York
$1.93M +$2.14M +58,864 New
IAN
36
Integrated Advisors Network
Texas
$1.91M +$1.88M +51,800 +789%
Marshall Wace
37
Marshall Wace
United Kingdom
$1.79M +$1.99M +54,608 New
National Bank of Canada
38
National Bank of Canada
Quebec, Canada
$1.72M +$139K +3,812 +8%
VCP
39
Verus Capital Partners
Arizona
$1.65M +$2.01M +55,313 New
LWA
40
Lenox Wealth Advisors
New York
$1.62M
Truist Financial
41
Truist Financial
North Carolina
$1.55M -$99.6K -2,738 -5%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.45M -$573K -15,748 -26%
CAN
43
Cetera Advisor Networks
California
$1.38M +$1.04M +28,622 +211%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.36M +$238K +6,527 +19%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$1.2M +$654K +17,968 +97%
CBFP
46
Cedar Brook Financial Partners
Ohio
$1.19M +$15.7K +432 +1%
Renaissance Technologies
47
Renaissance Technologies
New York
$1.14M +$1.27M +34,800 New
MCA
48
Maryland Capital Advisors
Maryland
$1.08M -$590K -16,215 -33%
APA
49
American Portfolios Advisors
New York
$949K +$355K +9,749 +51%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$895K -$1.77M -48,772 -64%

DVYE Hedge Fund Activity: Q1 2022 in Review

140 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q1 2022, worth a combined $355M — down 15% from $417M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of DVYE and 18 opened new positions — a net loss of 11 holders — while 41 trimmed existing stakes and 53 added.

The largest buyer was Citadel Advisors, adding an estimated $35.3M. The largest seller was Jane Street, cutting an estimated $12.9M.

  • 140 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q1 2022, down from 155 in Q4 2021.
  • Funds reported $355M of iShares Emerging Markets Dividend ETF stock for Q1 2022, down 15% quarter-over-quarter.
  • 18 funds opened new iShares Emerging Markets Dividend ETF positions in Q1 2022 and 29 closed out, a net change of -11 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q1 2022 was Citadel Advisors, an estimated $35.3M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q1 2022 was Jane Street, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2022.