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iShares Emerging Markets Dividend ETF

146 hedge funds and large institutions have $351M invested in iShares Emerging Markets Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 48 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

0% more funds holding

Funds holding: 146146 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5% less capital invested

Capital invested by funds: $368M → $351M (-$17.2M)

8% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 52

1.91% less ownership

Funds ownership: 53.82%51.91% (-1.9%)

Holders
146
Holders Change
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
17
Increased
48
Reduced
52
Closed
15
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
51
Cascade Financial Partners
California
$888K +$880K +33,557 New
1WA
52
180 Wealth Advisors
Washington
$822K +$34.6K +1,320 +4%
PAG
53
Private Advisor Group
New Jersey
$814K +$171K +6,520 +27%
Osaic Holdings
54
Osaic Holdings
Arizona
$782K -$113K -4,312 -13%
Wealthfront Advisers
55
Wealthfront Advisers
California
$759K -$4.22K -161 -0.6%
CA
56
Cetera Advisors
Colorado
$750K +$501K +19,109 +200%
BWP
57
Balboa Wealth Partners
Arizona
$725K +$1.65K +63 +0.2%
RP
58
Raelipskie Partnership
Ontario, Canada
$637K -$36.9K -1,408 -5%
MWM
59
Meridian Wealth Management
Kentucky
$617K -$677K -25,802 -52%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$603K +$541K +20,622 +911%
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$589K +$51.9K +1,978 +10%
SM
62
Sweeney & Michel
California
$570K +$520K +19,810 New
VFPW
63
Vantage Financial Partners (Wisconsin)
Wisconsin
$544K +$2.2K +84 +0.4%
CW
64
CreativeOne Wealth
Kansas
$540K +$248K +9,456 +85%
ADL
65
Asset Dedication LLC
California
$516K -$68.2K -2,601 -12%
BC
66
Barrett & Company
Rhode Island
$516K -$17.5K -667 -3%
ASFA
67
All Season Financial Advisors
Colorado
$512K -$276K -10,520 -35%
MHIC
68
Marble Harbor Investment Counsel
Massachusetts
$505K -$26.2K -1,000 -5%
Mariner
69
Mariner
Kansas
$492K +$89.6K +3,416 +22%
HH
70
Hilltop Holdings
Texas
$475K -$49.7K -1,893 -9%
BIA
71
Benchmark Investment Advisors
Illinois
$470K -$2.62K -100 -0.6%
CWP
72
Concord Wealth Partners
Virginia
$468K +$463K +17,651 +6,949%
FAIM
73
Financial Advocates Investment Management
Washington
$458K -$22.9K -873 -5%
IWM
74
IHT Wealth Management
Illinois
$458K +$11.1K +424 +2%
CAMV
75
Concord Asset Management (Virginia)
Virginia
$446K +$447K +17,044 New

DVYE Hedge Fund Activity: Q1 2024 in Review

146 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q1 2024, worth a combined $351M — down 4.7% from $368M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DVYE positions and 15 closed out — a net gain of 2 holders — while 48 added to existing stakes and 52 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $6.1M. The largest seller was Morgan Stanley, cutting an estimated $24.7M.

  • 146 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $351M of iShares Emerging Markets Dividend ETF stock for Q1 2024, down 4.7% quarter-over-quarter.
  • 17 funds opened new iShares Emerging Markets Dividend ETF positions in Q1 2024 and 15 closed out, a net change of +2 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q1 2024 was Flow Traders U.S., an estimated $6.1M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.7M sold.

Based on aggregated 13F filings for Q1 2024.