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iShares Emerging Markets Dividend ETF

112 hedge funds and large institutions have $312M invested in iShares Emerging Markets Dividend ETF in 2019 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

73% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 26

12% more funds holding

Funds holding: 100112 (+12)

5% less capital invested

Capital invested by funds: $327M → $312M (-$15.2M)

7.56% less ownership

Funds ownership: 61.4%53.84% (-7.6%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
112
Holders Change
+12
Holders Change %
+12%
% of All Funds
2.42%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
45
Reduced
26
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
76
Dana Investment Advisors
Wisconsin
$235K
PAG
77
Private Advisor Group
New Jersey
$223K +$224K +5,538 New
AA
78
Advisory Alpha
Michigan
$221K +$1.21K +30 +0.5%
HighTower Advisors
79
HighTower Advisors
Illinois
$216K +$216K +5,341 New
AL
80
Aspiriant LLC
California
$212K +$212K +5,249 New
Wells Fargo
81
Wells Fargo
California
$176K -$216K -5,342 -55%
APA
82
American Portfolios Advisors
New York
$148K +$109K +2,682 +268%
CC
83
Colrain Capital
Massachusetts
$145K +$146K +3,600 New
WTC
84
WhitTier Trust Company
Nevada
$108K -$46.2K -1,141 -30%
HI
85
Hudock Inc
Pennsylvania
$105K -$10.1K -250 -9%
Citigroup
86
Citigroup
New York
$73K +$39.2K +969 +114%
AIM
87
Anchor Investment Management
South Carolina
$56.3K +$40 +1 +0.1%
US Bancorp
88
US Bancorp
Minnesota
$52K -$6.48K -160 -11%
BFEC
89
Benjamin F. Edwards & Company
Missouri
$44K +$243 +6 +0.6%
DSC
90
Duncker Streett & Co
Missouri
$41K
AIM
91
Advantage Investment Management
Iowa
$36K -$5.06K -125 -12%
GSWM
92
Golden State Wealth Management
California
$35K +$35.7K +882 New
MWC
93
MKD Wealth Coaches
Michigan
$34K +$34.5K +853 New
RCAG
94
Rehmann Capital Advisory Group
Michigan
$32.9K +$33.1K +818 New
SHIM
95
Stone House Investment Management
Pennsylvania
$26K +$26.1K +644 New
SWP
96
Strategic Wealth Partners
Ohio
$24K +$24.3K +601 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$19K +$4.57K +113 +32%
AC
98
Avestar Capital
New York
$18K
Fidelity Investments
99
Fidelity Investments
Massachusetts
$16K -$20.9K -517 -57%
FRA
100
Front Row Advisors
California
$16K

DVYE Hedge Fund Activity: Q1 2019 in Review

112 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q1 2019, worth a combined $312M — down 4.6% from $327M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new DVYE positions and 13 closed out — a net gain of 12 holders — while 45 added to existing stakes and 26 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $11.4M. The largest seller was Horizon Investments, exiting entirely with an estimated $44M sold.

  • 112 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q1 2019, up from 100 in Q4 2018.
  • Funds reported $312M of iShares Emerging Markets Dividend ETF stock for Q1 2019, down 4.6% quarter-over-quarter.
  • 25 funds opened new iShares Emerging Markets Dividend ETF positions in Q1 2019 and 13 closed out, a net change of +12 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q1 2019 was Citadel Advisors, an estimated $11.4M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q1 2019 was Horizon Investments, an estimated $44M sold.

Based on aggregated 13F filings for Q1 2019.