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iShares Emerging Markets Dividend ETF

151 hedge funds and large institutions have $452M invested in iShares Emerging Markets Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

34% more capital invested

Capital invested by funds: $336M → $452M (+$115M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 137151 (+14)

3.56% more ownership

Funds ownership: 50.69%54.25% (+3.6%)

Holders
151
Holders Change
+14
Holders Change %
+10.22%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
24
Increased
58
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPA
76
Old Port Advisors
Maine
$373K +$6.29K +163 +2%
MCCP
77
Mission Creek Capital Partners
California
$339K +$50.6K +1,311 +18%
HighTower Advisors
78
HighTower Advisors
Illinois
$338K +$334K +8,662 New
AAS
79
Avantax Advisory Services
Texas
$324K -$4.51M -116,715 -93%
AL
80
Aspiriant LLC
California
$324K
SF
81
Synovus Financial
Georgia
$323K +$319K +8,249 New
ASN
82
Advisory Services Network
Georgia
$295K +$223K +5,765 +328%
SFG
83
StrategIQ Financial Group
Indiana
$294K +$61.8K +1,600 +27%
BWCS
84
Beirne Wealth Consulting Services
Connecticut
$292K +$287K +7,444 New
RJA
85
Raymond James & Associates
Florida
$291K +$5.21K +135 +2%
BWM
86
BerganKDV Wealth Management
Minnesota
$278K +$274K +7,096 New
SFG
87
Summit Financial Group
West Virginia
$277K -$13.7K -356 -5%
CA
88
Cetera Advisors
Colorado
$274K -$61.1K -1,583 -18%
Lazard Asset Management
89
Lazard Asset Management
New York
$274K
KAS
90
Kestra Advisory Services
Texas
$269K +$29.2K +755 +12%
RIA
91
Realta Investment Advisors
Delaware
$268K -$6.22K -161 -2%
NNP
92
Nachman Norwood & Parrott
South Carolina
$243K
RE
93
RBC Europe
United Kingdom
$243K +$232K +6,000 +3,046%
PB
94
Pinnacle Bancorp
Nebraska
$235K
VF
95
Virtu Financial
New York
$235K +$231K +5,986 New
SAS
96
Sage Advisory Services
Texas
$235K +$231K +5,994 New
AP
97
Advisors Preferred
Maryland
$228K -$195K -5,041 -46%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
$223K -$9.62K -249 -4%
AI
99
Accredited Investors
Minnesota
$220K
CFGS
100
Concourse Financial Group Securities
Alabama
$211K +$4.9K +127 +2%

DVYE Hedge Fund Activity: Q1 2021 in Review

151 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q1 2021, worth a combined $452M — up 34% from $336M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DVYE positions and 10 closed out — a net gain of 14 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $52.2M. The largest seller was Avantax Advisory Services, cutting an estimated $4.51M.

  • 151 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q1 2021, up from 137 in Q4 2020.
  • Funds reported $452M of iShares Emerging Markets Dividend ETF stock for Q1 2021, up 34% quarter-over-quarter.
  • 24 funds opened new iShares Emerging Markets Dividend ETF positions in Q1 2021 and 10 closed out, a net change of +14 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q1 2021 was Merit Financial Group, an estimated $52.2M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q1 2021 was Avantax Advisory Services, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2021.