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iShares Emerging Markets Dividend ETF

112 hedge funds and large institutions have $225M invested in iShares Emerging Markets Dividend ETF in 2022 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

4.12% less ownership

Funds ownership: 49.08%44.96% (-4.1%)

13% less funds holding

Funds holding: 128112 (-16)

19% less capital invested

Capital invested by funds: $278M → $225M (-$52.5M)

44% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 32

Holders
112
Holders Change
-16
Holders Change %
-12.5%
% of All Funds
1.93%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
40
Reduced
34
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
76
Capital Investment Advisory Services
North Carolina
$236K +$14.6K +571 +6%
GWM
77
Geneos Wealth Management
Colorado
$220K +$189K +7,400 +320%
SFG
78
StrategIQ Financial Group
Indiana
$205K -$24.3K -955 -10%
CL
79
COWA LLC
Oklahoma
$182K +$4.59K +180 +2%
WT
80
Whittier Trust
California
$170K -$102 -4 -0.1%
Lazard Asset Management
81
Lazard Asset Management
New York
$158K
EWM
82
Endurance Wealth Management
Rhode Island
$141K -$151K -5,931 -49%
AWM
83
Angeles Wealth Management
California
$131K +$23.5K +921 +19%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$127K
IA
85
IFP Advisors
Florida
$94K +$6.68K +262 +13%
Wells Fargo
86
Wells Fargo
California
$76K -$82.2K -3,224 -49%
RIA
87
Realta Investment Advisors
Delaware
$73K +$82.4K +3,233 New
FCAG
88
First Capital Advisors Group
New Jersey
$62K +$69.9K +2,744 New
William Blair & Company
89
William Blair & Company
Illinois
$45K +$51K +2,000 New
QCG
90
Quadrant Capital Group
Ohio
$40K
PA
91
Parallel Advisors
California
$31K +$30.9K +1,213 +899%
OIA
92
Optimum Investment Advisors
Illinois
$30K -$35.4K -1,390 -52%
AF
93
Advisornet Financial
Minnesota
$26K +$382 +15 +1%
PGAM
94
Princeton Global Asset Management
New Jersey
$19K
PTC
95
Private Trust Company
Ohio
$19K
TFM
96
TFC Financial Management
Massachusetts
$19K
US Bancorp
97
US Bancorp
Minnesota
$18K
AWM
98
Ameliora Wealth Management
Switzerland
$17K +$19.5K +766 New
SIA
99
SkyView Investment Advisors
New Jersey
$15K -$1.55K -61 -8%
CWM
100
Consultiva Wealth Management
Puerto Rico
$14K