We are live on ! Find out more
DVYE icon

iShares Emerging Markets Dividend ETF

114 hedge funds and large institutions have $350M invested in iShares Emerging Markets Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

12% more capital invested

Capital invested by funds: $313M → $350M (+$37.4M)

3% more funds holding

Funds holding: 111114 (+3)

1.96% more ownership

Funds ownership: 55.63%57.58% (+2%)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
114
Holders Change
+3
Holders Change %
+2.7%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
19
Increased
38
Reduced
36
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
76
RFG Advisory
Alabama
$227K +$11K +280 +5%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$210K +$220K +5,601 New
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$205K -$35.7K -910 -14%
AAS
79
Avantax Advisory Services
Texas
$202K -$14.3K -365 -6%
AA
80
Advisory Alpha
Michigan
$201K +$4.12K +105 +2%
Wells Fargo
81
Wells Fargo
California
$164K +$19.1K +488 +13%
RIA
82
Realta Investment Advisors
Delaware
$150K +$103K +2,620 +190%
KWA
83
KCS Wealth Advisory
California
$142K +$148K +3,787 New
APA
84
American Portfolios Advisors
New York
$129K -$72.8K -1,856 -35%
WTC
85
WhitTier Trust Company
Nevada
$101K
HI
86
Hudock Inc
Pennsylvania
$100K +$42.3K +1,079 +67%
FAAS
87
First Allied Advisory Services
California
$91K +$96.5K +2,461 New
OIA
88
Optimum Investment Advisors
Illinois
$80K -$216K -5,500 -72%
US Bancorp
89
US Bancorp
Minnesota
$80K +$17.6K +450 +27%
Citigroup
90
Citigroup
New York
$79K -$29.4K -750 -26%
AIM
91
Anchor Investment Management
South Carolina
$52.6K
FCA
92
FinTrust Capital Advisors
South Carolina
$50K +$51.9K +1,325 New
BFEC
93
Benjamin F. Edwards & Company
Missouri
$42K +$902 +23 +2%
GSWM
94
Golden State Wealth Management
California
$34K +$745 +19 +2%
AIM
95
Advantage Investment Management
Iowa
$28K
Fidelity Investments
96
Fidelity Investments
Massachusetts
$24K -$823 -21 -3%
LWM
97
Liberty Wealth Management
California
$23K +$24.3K +621 New
SWP
98
Strategic Wealth Partners
Ohio
$22.5K
SF
99
Synovus Financial
Georgia
$22K +$23.1K +590 New
GRP
100
Global Retirement Partners
California
$16K +$4.78K +122 +39%

DVYE Hedge Fund Activity: Q3 2019 in Review

114 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q3 2019, worth a combined $350M — up 12% from $313M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DVYE positions and 15 closed out — a net gain of 4 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $35.1M. The largest seller was Endurance Wealth Management, cutting an estimated $5.64M.

  • 114 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q3 2019, up from 111 in Q2 2019.
  • Funds reported $350M of iShares Emerging Markets Dividend ETF stock for Q3 2019, up 12% quarter-over-quarter.
  • 19 funds opened new iShares Emerging Markets Dividend ETF positions in Q3 2019 and 15 closed out, a net change of +4 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q3 2019 was BlackRock, an estimated $35.1M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q3 2019 was Endurance Wealth Management, an estimated $5.64M sold.

Based on aggregated 13F filings for Q3 2019.