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iShares Emerging Markets Dividend ETF

43 hedge funds and large institutions have $87.6M invested in iShares Emerging Markets Dividend ETF in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 12

15% more capital invested

Capital invested by funds: $76.3M → $87.6M (+$11.3M)

3.9% more ownership

Funds ownership: 36.12%40.02% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less funds holding

Funds holding: 4543 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
1.15%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
16
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$31.5M +$31.8M +753,243 +6,895%
BIM
2
BlackRock Investment Management
Delaware
$17.9M -$15.7M -372,457 -46%
Bank of America
3
Bank of America
North Carolina
$7.98M +$1.33M +31,427 +19%
UBS Group
4
UBS Group
Switzerland
$5.1M -$894K -21,203 -15%
AWS
5
Aris Wealth Services
Pennsylvania
$3.76M +$185K +4,377 +5%
Morgan Stanley
6
Morgan Stanley
New York
$2.66M -$965K -22,883 -26%
BTS
7
BB&T Securities
Virginia
$2.12M +$218K +5,160 New
LPL Financial
8
LPL Financial
California
$1.87M +$53.7K +1,273 +3%
PPA
9
Parametric Portfolio Associates
Washington
$1.8M +$59.5K +1,411 +3%
SEIA
10
Signature Estate & Investment Advisors
California
$1.74M +$260K +6,173 +17%
BlackRock
11
BlackRock
New York
$1.18M -$339K -8,027 -22%
RIA
12
Regal Investment Advisors
Michigan
$992K +$38.3K +909 +4%
RPGK
13
Retirement Planning Group (Kansas)
Kansas
$829K +$64.4K +1,527 +8%
TAM
14
Trust Asset Management
Texas
$798K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$782K -$941K -22,312 -54%
RW
16
Rand Wealth
Maryland
$779K +$69.8K +1,656 +10%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$746K +$588K +13,954 +336%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$600K -$1.81M -43,000 -75%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$567K +$76.8K +1,821 +15%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$542K +$555K +13,155 New
VKH
21
Virtu KCG Holdings
New York
$520K -$844K -20,023 -61%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$337K +$50.6K +1,201 +17%
Ameriprise
23
Ameriprise
Minnesota
$328K +$336K +7,956 New
PAS
24
Partnervest Advisory Services
California
$323K -$5.06K -120 -2%
FIG
25
Fusion Investment Group
Pennsylvania
$311K -$5.06K -120 -2%

DVYE Hedge Fund Activity: Q1 2015 in Review

43 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q1 2015, worth a combined $87.6M — up 15% from $76.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DVYE and 7 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 16 added.

The largest buyer was Jane Street, adding an estimated $31.8M. The largest seller was BlackRock Investment Management, cutting an estimated $15.7M.

  • 43 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q1 2015, down from 45 in Q4 2014.
  • Funds reported $87.6M of iShares Emerging Markets Dividend ETF stock for Q1 2015, up 15% quarter-over-quarter.
  • 7 funds opened new iShares Emerging Markets Dividend ETF positions in Q1 2015 and 9 closed out, a net change of -2 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q1 2015 was Jane Street, an estimated $31.8M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q1 2015 was BlackRock Investment Management, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2015.