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iShares Emerging Markets Dividend ETF
DVYE

145 hedge funds and large institutions have $339M invested in iShares Emerging Markets Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

2.2% more ownership

Funds ownership: 50.74% → 52.94% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $356M → $339M (-$17.1M)

2% less funds holding

Funds holding: 148 → 145 (-3)

65% less call options, than puts

Call options by funds: $31K | Put options by funds: $88K

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
49
Reduced
44
Closed
17
Calls
$31K
Puts
$88K
Net Calls
-$57K
Net Calls Change
-$48K

Top Buyers

Rank Fund Capital Flow
1
TF
Trek Financial
Arizona
+$12M
2
AOI
Auto-Owners Insurance
Michigan
+$8.87M
3
SGI
Summit Global Investments
Utah
+$7.69M
4
SMH
Sanders Morris Harris
Texas
+$3.17M
5
TW
Transform Wealth
Colorado
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$7.98M
2
Bank of America
Bank of America
North Carolina
-$7.78M
3
Jane Street
Jane Street
New York
-$3.24M
4
RWM
Revisor Wealth Management
Ohio
-$2.99M
5
SFG
Sowa Financial Group
Rhode Island
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
26
Grange Capital
Oregon
$2.69M +$2.89M +104,295 New
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$2.68M -$91.6K -3,304 -3%
IAN
28
Integrated Advisors Network
Texas
$2.27M -$277K -9,993 -10%
TW
29
Transform Wealth
Colorado
$2.12M +$2.28M +82,204 New
SA
30
Sanctuary Advisors
Indiana
$2.07M -$33.4K -1,204 -2%
AWM
31
Ariadne Wealth Management
California
$1.94M – – –
3AM
32
3EDGE Asset Management
Florida
$1.87M +$2.01M +72,534 New
Truist Financial
33
Truist Financial
North Carolina
$1.85M -$215K -7,743 -10%
UCFA
34
United Capital Financial Advisors
Texas
$1.68M -$123K -4,423 -6%
CIAS
35
CFS Investment Advisory Services
New Jersey
$1.53M +$113K +4,080 +7%
Mariner
36
Mariner
Kansas
$1.52M +$1.1M +39,762 +210%
JP Morgan Chase
37
JP Morgan Chase
New York
$1.5M -$489K -17,641 -23%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$1.49M -$302K -10,900 -16%
SI
39
Stephens Inc
Arkansas
$1.45M +$67.2K +2,423 +4%
EH
40
Equitable Holdings
New York
$1.4M -$64.4K -2,325 -4%
PAG
41
Private Advisor Group
New Jersey
$1.39M +$121K +4,366 +9%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$1.35M -$27.7K -1,000 -2%
WANY
43
Wealthspire Advisors (New York)
New York
$1.33M +$74.2K +2,678 +6%
IAA
44
Independent Advisor Alliance
North Carolina
$1.25M +$1.34M +48,417 New
AC
45
Anson Capital
Georgia
$1.23M +$38.3K +1,383 +3%
Baird Financial Group
46
Baird Financial Group
Wisconsin
$1.23M +$46.7K +1,684 +4%
CWP
47
Concord Wealth Partners
Virginia
$1.23M +$638K +23,016 +94%
CAMV
48
Concord Asset Management (Virginia)
Virginia
$1.22M +$587K +21,175 +81%
NA
49
NewEdge Advisors
Louisiana
$1.18M -$16K -577 -1%
BIA
50
Benchmark Investment Advisors
Illinois
$1.16M +$153K +5,538 +14%
1
2
3 4 5

DVYE Hedge Fund Activity: Q4 2024 in Review

145 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q4 2024, worth a combined $339M — down 4.8% from $356M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DVYE positions and 17 closed out — a net gain of 2 holders — while 49 added to existing stakes and 44 trimmed.

The largest buyer was Trek Financial, opening a new position worth an estimated $12M. The largest seller was Old Mission Capital, cutting an estimated $7.98M.

  • 145 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q4 2024, down from 148 in Q3 2024.
  • Funds reported $339M of iShares Emerging Markets Dividend ETF stock for Q4 2024, down 4.8% quarter-over-quarter.
  • 19 funds opened new iShares Emerging Markets Dividend ETF positions in Q4 2024 and 17 closed out, a net change of +2 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q4 2024 was Trek Financial, an estimated $12M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q4 2024 was Old Mission Capital, an estimated $7.98M sold.

Based on aggregated 13F filings for Q4 2024.