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iShares Emerging Markets Dividend ETF

45 hedge funds and large institutions have $76.3M invested in iShares Emerging Markets Dividend ETF in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

18% more funds holding

Funds holding: 3845 (+7)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

10.06% less ownership

Funds ownership: 46.18%36.12% (-10%)

41% less capital invested

Capital invested by funds: $130M → $76.3M (-$53.9M)

Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
11
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
1
BlackRock Investment Management
Delaware
$33.7M -$19.1M -439,371 -35%
Bank of America
2
Bank of America
North Carolina
$6.79M +$2.86M +65,806 +68%
UBS Group
3
UBS Group
Switzerland
$6.06M +$6.31M +144,993 New
Morgan Stanley
4
Morgan Stanley
New York
$3.66M +$1.24M +28,528 +48%
AWS
5
Aris Wealth Services
Pennsylvania
$3.64M +$195K +4,476 +5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$2.41M +$1.19M +27,465 +91%
LPL Financial
7
LPL Financial
California
$1.83M +$102K +2,352 +6%
PPA
8
Parametric Portfolio Associates
Washington
$1.77M -$1.13M -25,886 -38%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.73M -$1.08M -24,780 -37%
BlackRock
10
BlackRock
New York
$1.53M -$559K -12,841 -26%
SEIA
11
Signature Estate & Investment Advisors
California
$1.51M +$1.57M +36,144 New
BA
12
BlackRock Advisors
Delaware
$1.42M +$1.47M +33,882 New
VKH
13
Virtu KCG Holdings
New York
$1.37M +$1.42M +32,658 New
State Street
14
State Street
Massachusetts
$1.2M -$522K -12,000 -29%
RIA
15
Regal Investment Advisors
Michigan
$970K +$97.2K +2,235 +11%
TAM
16
Trust Asset Management
Texas
$811K +$844K +19,390 New
RPGK
17
Retirement Planning Group (Kansas)
Kansas
$778K -$86.7K -1,993 -10%
RW
18
Rand Wealth
Maryland
$736K +$751K +17,263 New
Citadel Advisors
19
Citadel Advisors
Florida
$555K +$577K +13,262 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$500K +$104K +2,385 +25%
Jane Street
21
Jane Street
New York
$457K -$656K -15,083 -58%
PAS
22
Partnervest Advisory Services
California
$333K +$347K +7,973 New
FIG
23
Fusion Investment Group
Pennsylvania
$321K +$334K +7,673 New
IT
24
Investors Trust
Texas
$309K -$67.4K -1,549 -17%
Lazard Asset Management
25
Lazard Asset Management
New York
$292K

DVYE Hedge Fund Activity: Q4 2014 in Review

45 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q4 2014, worth a combined $76.3M — down 41% from $130M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DVYE positions and 9 closed out — a net gain of 9 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Bank of America, adding an estimated $2.86M. The largest seller was Fidelity Investments, exiting entirely with an estimated $34.9M sold.

  • 45 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q4 2014, up from 38 in Q3 2014.
  • Funds reported $76.3M of iShares Emerging Markets Dividend ETF stock for Q4 2014, down 41% quarter-over-quarter.
  • 18 funds opened new iShares Emerging Markets Dividend ETF positions in Q4 2014 and 9 closed out, a net change of +9 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q4 2014 was Bank of America, an estimated $2.86M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q4 2014 was Fidelity Investments, an estimated $34.9M sold.

Based on aggregated 13F filings for Q4 2014.