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iShares Emerging Markets Dividend ETF

145 hedge funds and large institutions have $339M invested in iShares Emerging Markets Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 44 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

11% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 44

2.2% more ownership

Funds ownership: 50.74%52.94% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $356M → $339M (-$17.1M)

2% less funds holding

Funds holding: 148145 (-3)

65% less call options, than puts

Call options by funds: $31K | Put options by funds: $88K

Holders
145
Holders Change
-3
Holders Change %
-2.03%
% of All Funds
1.91%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
49
Reduced
44
Closed
17
Calls
$31K
Puts
$88K
Net Calls
-$57K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
1L
76
10Elms LLP
Oklahoma
$462K +$495K +17,871 New
FAIM
77
Financial Advocates Investment Management
Washington
$454K +$6.98K +252 +1%
LWA
78
Lowe Wealth Advisors
Maryland
$444K +$58.2K +2,101 +14%
CAM
79
Cresset Asset Management
Illinois
$426K +$8.31K +300 +2%
GT
80
Glenmede Trust
Pennsylvania
$413K
WW
81
Winnow Wealth
Texas
$410K +$441K +15,899 New
EBWM
82
Eagle Bluffs Wealth Management
Missouri
$393K +$120K +4,346 +40%
CIA
83
Concurrent Investment Advisors
Florida
$390K
DC
84
Dorval Corp
Minnesota
$390K
HighTower Advisors
85
HighTower Advisors
Illinois
$384K -$38.5K -1,389 -9%
CW
86
CreativeOne Wealth
Kansas
$375K +$16.6K +600 +4%
AWM
87
Axxcess Wealth Management
California
$342K -$45.1K -1,628 -11%
MCCP
88
Mission Creek Capital Partners
California
$321K +$12K +434 +4%
ADL
89
Asset Dedication LLC
California
$292K -$170K -6,131 -35%
WBG
90
Wharton Business Group
Pennsylvania
$288K -$25.5K -920 -8%
DADC
91
D.A. Davidson & Co
Montana
$288K +$65K +2,346 +27%
EWA
92
EP Wealth Advisors
California
$279K +$299K +10,799 New
RW
93
REDW Wealth
New Mexico
$277K +$28 +1 +0%
Nomura Asset Management
94
Nomura Asset Management
Japan
$273K
OIA
95
Optimum Investment Advisors
Illinois
$271K -$26.9K -972 -8%
IWM
96
IHT Wealth Management
Illinois
$254K -$121K -4,365 -31%
JIC
97
Joel Isaacson & Co
New York
$252K +$14.1K +509 +6%
AWC
98
Abundance Wealth Counselors
Pennsylvania
$231K -$1.25K -45 -0.5%
Wells Fargo
99
Wells Fargo
California
$217K -$28 -1 -0%
CIBC Asset Management
100
CIBC Asset Management
Ontario, Canada
$215K

DVYE Hedge Fund Activity: Q4 2024 in Review

145 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q4 2024, worth a combined $339M — down 4.8% from $356M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DVYE positions and 17 closed out — a net gain of 2 holders — while 49 added to existing stakes and 44 trimmed.

The largest buyer was Trek Financial, opening a new position worth an estimated $12M. The largest seller was Old Mission Capital, cutting an estimated $7.98M.

  • 145 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q4 2024, down from 148 in Q3 2024.
  • Funds reported $339M of iShares Emerging Markets Dividend ETF stock for Q4 2024, down 4.8% quarter-over-quarter.
  • 19 funds opened new iShares Emerging Markets Dividend ETF positions in Q4 2024 and 17 closed out, a net change of +2 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q4 2024 was Trek Financial, an estimated $12M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q4 2024 was Old Mission Capital, an estimated $7.98M sold.

Based on aggregated 13F filings for Q4 2024.