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iShares Emerging Markets Dividend ETF

145 hedge funds and large institutions have $491M invested in iShares Emerging Markets Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 60 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 38

9% more capital invested

Capital invested by funds: $452M → $491M (+$39M)

1.38% more ownership

Funds ownership: 54.25%55.64% (+1.4%)

4% less funds holding

Funds holding: 151145 (-6)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $206K

Holders
145
Holders Change
-6
Holders Change %
-3.97%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
13
Increased
60
Reduced
38
Closed
18
Calls
Puts
$206K
Net Calls
-$206K
Net Calls Change
-$206K
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
Merit Financial Group
Georgia
$107M +$7.17M +179,767 +7%
Bank of America
2
Bank of America
North Carolina
$41M +$1.2M +30,047 +3%
KeyBank National Association
3
KeyBank National Association
Ohio
$26.1M +$2.26M +56,735 +9%
BlackRock
4
BlackRock
New York
$25.9M +$12.1M +303,967 +84%
Morgan Stanley
5
Morgan Stanley
New York
$21.1M +$3.05M +76,584 +16%
UBS Group
6
UBS Group
Switzerland
$20.6M -$150K -3,761 -0.7%
UCFA
7
United Capital Financial Advisors
Texas
$16.7M +$1.26M +31,680 +8%
Creative Planning
8
Creative Planning
Kansas
$16.5M -$1.31M -32,778 -7%
FPCP
9
Fort Point Capital Partners
California
$13.5M +$2.24M +56,258 +19%
SEIA
10
Signature Estate & Investment Advisors
California
$12.3M +$1.72M +43,126 +16%
SAM
11
Securian Asset Management
Minnesota
$9.71M
Jane Street
12
Jane Street
New York
$9.68M +$9.94M +249,226 New
SPIA
13
Steward Partners Investment Advisory
New York
$8.18M +$3.22M +80,821 +62%
AssetMark Inc
14
AssetMark Inc
California
$8.11M -$373K -9,365 -4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.04M -$1.02M -25,480 -11%
AP
16
Arlington Partners
Alabama
$7.7M +$85.1K +2,134 +1%
CIAS
17
Capital Investment Advisory Services
North Carolina
$7.67M +$186K +4,673 +2%
Ameriprise
18
Ameriprise
Minnesota
$6.74M +$1.08M +27,060 +18%
SFG
19
Sowa Financial Group
Rhode Island
$6.72M -$72.8K -1,825 -1%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$6.39M +$1.68M +42,155 +34%
TCM
21
Tradewinds Capital Management
Washington
$6.25M +$87.5K +2,194 +1%
BFG
22
Beacon Financial Group
Texas
$5.92M +$188K +4,721 +3%
LPL Financial
23
LPL Financial
California
$5.58M +$1.35M +33,839 +31%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$4.71M -$222K -5,560 -4%
EWM
25
Endurance Wealth Management
Rhode Island
$4.65M +$39K +979 +0.8%

DVYE Hedge Fund Activity: Q2 2021 in Review

145 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Emerging Markets Dividend ETF (DVYE) for Q2 2021, worth a combined $491M — up 8.6% from $452M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of DVYE and 13 opened new positions — a net loss of 5 holders — while 38 trimmed existing stakes and 60 added.

The largest buyer was BlackRock, adding an estimated $12.1M. The largest seller was PFS Investments, exiting entirely with an estimated $9.12M sold.

  • 145 institutional investors held iShares Emerging Markets Dividend ETF (DVYE) as of Q2 2021, down from 151 in Q1 2021.
  • Funds reported $491M of iShares Emerging Markets Dividend ETF stock for Q2 2021, up 8.6% quarter-over-quarter.
  • 13 funds opened new iShares Emerging Markets Dividend ETF positions in Q2 2021 and 18 closed out, a net change of -5 holders.
  • The largest iShares Emerging Markets Dividend ETF buyer in Q2 2021 was BlackRock, an estimated $12.1M added.
  • The largest iShares Emerging Markets Dividend ETF seller in Q2 2021 was PFS Investments, an estimated $9.12M sold.

Based on aggregated 13F filings for Q2 2021.