We are live on ! Find out more
DVYE icon

iShares Emerging Markets Dividend ETF

136 hedge funds and large institutions have $322M invested in iShares Emerging Markets Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

21% more call options, than puts

Call options by funds: $263K | Put options by funds: $218K

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

2% more funds holding

Funds holding: 133136 (+3)

7% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 42

3% more capital invested

Capital invested by funds: $313M → $322M (+$9.16M)

2.77% less ownership

Funds ownership: 53.48%50.71% (-2.8%)

Holders
136
Holders Change
+3
Holders Change %
+2.26%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
45
Reduced
42
Closed
17
Calls
$263K
Puts
$218K
Net Calls
+$45K
Net Calls Change
-$327K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$123K +$25K +1,002 +51%
WT
102
Whittier Trust
California
$97.6K
William Blair & Company
103
William Blair & Company
Illinois
$89.3K +$41K +1,640 +82%
ASN
104
Advisory Services Network
Georgia
$87.8K -$20.9K -837 -19%
AF
105
Allworth Financial
California
$85.9K +$87.5K +3,500 New
LWA
106
Lowe Wealth Advisors
Maryland
$79.1K +$80.6K +3,225 New
NA
107
NewEdge Advisors
Louisiana
$54.7K +$5K +200 +10%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$48.7K -$58.6K -2,345 -54%
GWM
109
Geneos Wealth Management
Colorado
$30.4K
PA
110
Parallel Advisors
California
$26.9K -$2.92K -117 -10%
TFM
111
TFC Financial Management
Massachusetts
$20.6K
PGAM
112
Princeton Global Asset Management
New Jersey
$20.1K
SIA
113
SkyView Investment Advisors
New Jersey
$18K
CWM
114
Consultiva Wealth Management
Puerto Rico
$15.5K
PP
115
PrairieView Partners
Minnesota
$15K
HI
116
Harbour Investments
Wisconsin
$12.8K +$13K +520 New
AIP
117
Ahrens Investment Partners
Louisiana
$9.82K +$10K +400 New
AF
118
Advisornet Financial
Minnesota
$9.01K
SS
119
Sunbelt Securities
Texas
$8.01K +$8.12K +325 New
CFGS
120
Concourse Financial Group Securities
Alabama
$7.24K
WTC
121
WhitTier Trust Company
Nevada
$6.65K
FRA
122
Front Row Advisors
California
$6K
CWP
123
Concord Wealth Partners
Virginia
$5.89K -$50 -2 -0.8%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$5K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$4.91K +$5K +200 New

DVYE Hedge Fund Activity: Q1 2023 in Review

136 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q1 2023, worth a combined $322M — up 2.9% from $313M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DVYE positions and 17 closed out — a net gain of 3 holders — while 45 added to existing stakes and 42 trimmed.

The largest buyer was UBS Group, adding an estimated $11.4M. The largest seller was Jane Street, cutting an estimated $14.2M.

  • 136 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q1 2023, up from 133 in Q4 2022.
  • Funds reported $322M of iShares Emerging Markets Dividend ETF stock for Q1 2023, up 2.9% quarter-over-quarter.
  • 20 funds opened new iShares Emerging Markets Dividend ETF positions in Q1 2023 and 17 closed out, a net change of +3 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q1 2023 was UBS Group, an estimated $11.4M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q1 2023 was Jane Street, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2023.