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iShares Emerging Markets Dividend ETF

136 hedge funds and large institutions have $322M invested in iShares Emerging Markets Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more call options, than puts

Call options by funds: $263K | Put options by funds: $218K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 133136 (+3)

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

3% more capital invested

Capital invested by funds: $313M → $322M (+$9.16M)

2.77% less ownership

Funds ownership: 53.48%50.71% (-2.8%)

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
45
Reduced
42
Closed
17
Calls
$263K
Puts
$218K
Net Calls
+$45K
Net Calls Change
-$327K
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
51
Verus Capital Partners
Arizona
$624K -$228K -9,108 -26%
BWM
52
BerganKDV Wealth Management
Minnesota
$623K +$91.2K +3,647 +17%
ADL
53
Asset Dedication LLC
California
$568K -$44.7K -1,788 -7%
1WA
54
180 Wealth Advisors
Washington
$555K +$53.5K +2,139 +10%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$555K +$33.3K +1,334 +6%
BC
56
Barrett & Company
Rhode Island
$552K -$5.03M -201,252 -90%
HH
57
Hilltop Holdings
Texas
$538K +$225K +8,982 +69%
ASFA
58
All Season Financial Advisors
Colorado
$475K +$19.6K +785 +4%
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$464K +$1.77K +71 +0.4%
AC
60
Anson Capital
Georgia
$462K +$471K +18,828 New
RW
61
REDW Wealth
New Mexico
$454K +$75 +3 +0%
BIA
62
Benchmark Investment Advisors
Illinois
$439K -$2.5K -100 -0.6%
SM
63
Sweeney & Michel
California
$419K +$421K +16,840 New
B
64
Bellecapital
Switzerland
$402K
IWM
65
IHT Wealth Management
Illinois
$397K +$109K +4,366 +37%
GT
66
Glenmede Trust
Pennsylvania
$393K
WP
67
WMS Partners
Maryland
$383K
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$381K -$3.4K -136 -0.9%
KAS
69
Kestra Advisory Services
Texas
$376K -$23.2K -929 -6%
LWP
70
Lumature Wealth Partners
Georgia
$371K
FAIM
71
Financial Advocates Investment Management
Washington
$360K +$25.4K +1,017 +7%
MHIC
72
Marble Harbor Investment Counsel
Massachusetts
$356K +$72.5K +2,900 +25%
Mariner
73
Mariner
Kansas
$346K +$125K +5,017 +55%
CWM
74
Collaborative Wealth Management
Florida
$344K -$17K -680 -5%
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$329K -$95.4K -3,817 -22%

DVYE Hedge Fund Activity: Q1 2023 in Review

136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q1 2023, worth a combined $322M — up 2.9% from $313M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DVYE positions and 17 closed out — a net gain of 3 holders — while 45 added to existing stakes and 42 trimmed.

The largest buyer was UBS Group, adding an estimated $11.4M. The largest seller was Jane Street, cutting an estimated $14.2M.

  • 136 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q1 2023, up from 133 in Q4 2022.
  • Funds reported $322M of iShares Emerging Markets Dividend ETF stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 20 funds opened new iShares Emerging Markets Dividend ETF positions in Q1 2023 and 17 closed out, a net change of +3 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q1 2023 was UBS Group, an estimated $11.4M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q1 2023 was Jane Street, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2023.