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iShares Emerging Markets Dividend ETF

112 hedge funds and large institutions have $225M invested in iShares Emerging Markets Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

4.12% less ownership

Funds ownership: 49.08%44.96% (-4.1%)

13% less funds holding

Funds holding: 128112 (-16)

19% less capital invested

Capital invested by funds: $278M → $225M (-$52.5M)

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
112
Holders Change
-16
Holders Change %
-12.5%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
40
Reduced
34
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
51
BerganKDV Wealth Management
Minnesota
$469K +$120K +4,711 +30%
SPC
52
Sigma Planning Corp
Michigan
$466K +$524K +20,567 New
1WA
53
180 Wealth Advisors
Washington
$406K +$87.5K +3,433 +24%
BIA
54
Benchmark Investment Advisors
Illinois
$405K +$455K +17,872 New
EW
55
Element Wealth
Mississippi
$398K -$12.3K -481 -3%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$382K -$42.5K -1,669 -9%
B
57
Bellecapital
Switzerland
$372K +$182K +7,126 +77%
KAS
58
Kestra Advisory Services
Texas
$363K -$35.5K -1,395 -8%
GT
59
Glenmede Trust
Pennsylvania
$362K
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$355K +$815 +32 +0.2%
CWM
61
Collaborative Wealth Management
Florida
$337K +$3.95K +155 +1%
CGA
62
Crescent Grove Advisors
Illinois
$337K +$379K +14,856 New
MCA
63
Maryland Capital Advisors
Maryland
$315K -$78.3K -3,072 -18%
APA
64
American Portfolios Advisors
New York
$308K -$573K -22,499 -62%
OPS
65
Orion Portfolio Solutions
Nebraska
$308K +$346K +13,574 New
MFG
66
Merit Financial Group
Georgia
$303K -$43.2K -1,697 -11%
EWM
67
Empirical Wealth Management
Washington
$300K +$40.6K +1,595 +14%
ASFA
68
All Season Financial Advisors
Colorado
$279K +$314K +12,314 New
Mariner
69
Mariner
Kansas
$273K +$4.08K +160 +1%
IWM
70
IHT Wealth Management
Illinois
$262K +$295K +11,566 New
LWP
71
Lumature Wealth Partners
Georgia
$247K
OPA
72
Old Port Advisors
Maine
$245K -$52.1K -2,043 -17%
MCCP
73
Mission Creek Capital Partners
California
$243K -$102K -4,006 -27%
RJA
74
Raymond James & Associates
Florida
$240K +$270K +10,587 New
WP
75
WealthSource Partners
California
$238K +$15.4K +606 +6%