iShares Emerging Markets Dividend ETF
DVYE
137 hedge funds and large institutions have $336M invested in iShares Emerging Markets Dividend ETF in 2020 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 26 increasing their positions, 59 reducing their positions, and 22 closing their positions.
9% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 22
1% more funds holding
Funds holding: 136 → 137 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less capital invested
Capital invested by funds: $356M → $336M (-$19.9M)
7.51% less ownership
Funds ownership: 58.2% → 50.69% (-7.5%)
56% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$14M |
| 2 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$4.16M |
| 3 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$3.8M |
| 4 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$1.78M |
| 5 |
FPCP
Fort Point Capital Partners
San Francisco,
California
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$33.9M |
| 2 |
BlackRock
New York
|
-$15.3M |
| 3 |
AssetMark Inc
Concord,
California
|
-$13.1M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.21M |
| 5 |
LPL Financial
San Diego,
California
|
-$7.49M |
DVYE Hedge Fund Activity: Q4 2020 in Review
137 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q4 2020, worth a combined $336M — down 5.6% from $356M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new DVYE positions and 22 closed out — a net gain of 2 holders — while 26 added to existing stakes and 59 trimmed.
The largest buyer was Creative Planning, opening a new position worth an estimated $14M. The largest seller was Envestnet Asset Management, cutting an estimated $33.9M.
- 137 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q4 2020, up from 136 in Q3 2020.
- Funds reported $336M of iShares Emerging Markets Dividend ETF stock for Q4 2020, down 5.6% quarter-over-quarter.
- 24 funds opened new iShares Emerging Markets Dividend ETF positions in Q4 2020 and 22 closed out, a net change of +2 holders.
- The largest iShares Emerging Markets Dividend ETF buyer in Q4 2020 was Creative Planning, an estimated $14M added.
- The largest iShares Emerging Markets Dividend ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $33.9M sold.
Based on aggregated 13F filings for Q4 2020.