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iShares Emerging Markets Dividend ETF

151 hedge funds and large institutions have $452M invested in iShares Emerging Markets Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

53% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 38

34% more capital invested

Capital invested by funds: $336M → $452M (+$115M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 137151 (+14)

3.56% more ownership

Funds ownership: 50.69%54.25% (+3.6%)

Holders
151
Holders Change
+14
Holders Change %
+10.22%
% of All Funds
2.65%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
24
Increased
58
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$31K
AWM
127
Accel Wealth Management
Iowa
$27K
PP
128
PrairieView Partners
Minnesota
$25K -$4.48K -116 -16%
HI
129
Hudock Inc
Pennsylvania
$24K -$6.99K -181 -23%
LWM
130
Liberty Wealth Management
California
$23K
SWM
131
Spire Wealth Management
Virginia
$18K +$17.7K +458 New
HI
132
Harbour Investments
Wisconsin
$16K +$15.4K +400 New
FRA
133
Front Row Advisors
California
$15K
CI
134
CX Institutional
Indiana
$14K -$3.32K -86 -19%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$13K +$1.04K +27 +9%
CHC
136
City Holding Co
West Virginia
$12K
WTC
137
WhitTier Trust Company
Nevada
$11K
AIC
138
Ameritas Investment Company
Nebraska
$8.89K +$8.77K +227 New
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$8K
CL
140
COWA LLC
Oklahoma
$8K +$7.72K +200 New
CAAS
141
Capital Asset Advisory Services
Michigan
$7K
PA
142
Parallel Advisors
California
$6K
OIA
143
Optimum Investment Advisors
Illinois
$5K +$39 +1 +0.8%
MWP
144
Meridian Wealth Partners
Pennsylvania
$5K +$5.02K +130 New
Barclays
145
Barclays
United Kingdom
$4K
MAM
146
Meeder Asset Management
Ohio
$4K +$4.05K +105 New
SIS
147
Sound Income Strategies
Florida
$3.25K +$3.21K +83 New
FDCDDQ
148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.39K +$2.35K +61 New
CFA
149
Carroll Financial Associates
North Carolina
$2K
IAIM
150
International Assets Investment Management
Florida
$1K

DVYE Hedge Fund Activity: Q1 2021 in Review

151 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q1 2021, worth a combined $452M — up 34% from $336M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new DVYE positions and 10 closed out — a net gain of 14 holders — while 58 added to existing stakes and 38 trimmed.

The largest buyer was Merit Financial Group, adding an estimated $52.2M. The largest seller was Avantax Advisory Services, cutting an estimated $4.51M.

  • 151 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q1 2021, up from 137 in Q4 2020.
  • Funds reported $452M of iShares Emerging Markets Dividend ETF stock for Q1 2021, up 34% quarter-over-quarter.
  • 24 funds opened new iShares Emerging Markets Dividend ETF positions in Q1 2021 and 10 closed out, a net change of +14 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q1 2021 was Merit Financial Group, an estimated $52.2M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q1 2021 was Avantax Advisory Services, an estimated $4.51M sold.

Based on aggregated 13F filings for Q1 2021.