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iShares Emerging Markets Dividend ETF
DVYE

Overview Fund Activity

147 hedge funds and large institutions have $368M invested in iShares Emerging Markets Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
+19
Holders Change %
+14.84%
% of All Funds
2.16%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
34
Increased
42
Reduced
47
Closed
12
Calls
$64K
Puts
$3K
Net Calls
+$61K
Net Calls Change
+$197K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.6M
2
OMC
2
Old Mission Capital
Illinois
$14.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$13.7M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.21M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$5.81M

Top Sellers

1
UCFA
1
United Capital Financial Advisors
Texas
$3.4M
2
Bank of America
2
Bank of America
North Carolina
$16.3M
3
SEIA
3
Signature Estate & Investment Advisors
California
$0
4
TAM
4
TCP Asset Management
Ohio
$249K
5
Creative Planning
5
Creative Planning
Kansas
$31.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWC
101
Abundance Wealth Counselors
Pennsylvania
$216K +$216K +8,168 New
EBWM
102
Eagle Bluffs Wealth Management
Missouri
$201K +$201K +7,598 New
PNC Financial Services Group
103
PNC Financial Services Group
Pennsylvania
$186K -$197K -7,454 -52%
AWM
104
Angeles Wealth Management
California
$154K – – –
FFO
105
Fortitude Family Office
Arizona
$145K +$145K +5,456 New
Comerica Bank
106
Comerica Bank
Texas
$138K +$31.8K +1,201 +30%
CIAS
107
Capital Investment Advisory Services
North Carolina
$135K -$57K -2,152 -30%
PA
108
Parallel Advisors
California
$132K +$79.5K +3,000 +150%
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$112K -$32.1K -1,222 -22%
SNB
110
Security National Bank
Nebraska
$92.8K +$92.8K +3,502 New
AF
111
Allworth Financial
California
$92.7K – – –
William Blair & Company
112
William Blair & Company
Illinois
$76.7K -$11.3K -427 -13%
FFA
113
Farther Finance Advisors
California
$70.8K +$70.8K +2,674 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$60.3K -$137K -5,160 -70%
IA
115
IFP Advisors
Florida
$52.7K -$26.7K -1,009 -34%
AWA
116
Alaska Wealth Advisors
Alaska
$40.2K – – –
HI
117
Harbour Investments
Wisconsin
$36.1K – – –
ASN
118
Advisory Services Network
Georgia
$31.5K +$31.5K +1,191 New
CTWM
119
Cherry Tree Wealth Management
Minnesota
$31.1K – – –
GWM
120
Geneos Wealth Management
Colorado
$30.2K -$2.76K -104 -8%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$24K +$17.6K +672 +277%
TFM
122
TFC Financial Management
Massachusetts
$22.2K – – –
PS
123
Principal Securities
Iowa
$21.2K +$21.2K +800 New
PGAM
124
Princeton Global Asset Management
New Jersey
$20.2K – – –
PS
125
Planned Solutions
California
$20K +$20K +756 New
3 4
5
6 7