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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

DVYA

DVYA 13F Investor Activity Report

Ishares Asia/pacific Dividen

+$1.1M

Net Activity

Institutions Holding

37

Popularity Rank

#6745

Avg Weight

0.06%

Total Value

$25.4M

Ownership Trend

37 institutions currently hold DVYA, with 15 net buyers and 12 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

12

Net Buying Institutions

15

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$3.9M
CW
Concord Wealth Partners
$3.4M
CA
Concord Asset Management, LLC/VA
$3.4M
FP
Focus Partners Wealth
$2.2M
SC
Scotia Capital INC.
$2.0M

Top 5 by Conviction

CA
Concord Asset Management, LLC/VA
0.57%
CW
Concord Wealth Partners
0.45%
OP
Old Port Advisors
0.42%
VH
Visionary Horizons, LLC
0.31%
HA
HC Advisors, LLC
0.19%
View all 37 holding institutions

Across its top 20 institutional holders, DVYA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 26/100).

Quarterly Activity

Recent Activity

+$11.8M

Total Buy Value

$16.4M

Total Sell Value

New buy8
Trim10
Add7
Sold out2

15

Net Buyers

12

Net Sellers

Smart Money Convergence

DVYA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

464286293

FAQ

Who are the top institutional investors holding ISHARES ASIA/PACIFIC DIVIDEN (DVYA)?
Major stakeholders currently include LPL Financial LLC ($3.9M), Concord Wealth Partners ($3.4M), Concord Asset Management, LLC/VA ($3.4M). Based on the latest 13F filings, there are a total of 37 tracked investment funds and institutions maintaining positions in DVYA.
What is the overall institutional sentiment toward DVYA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.1M, driven by 15 managers accumulating shares while 12 reduced their exposure.
Which institutions have been selling or reducing their DVYA positions?
In the latest period, 10 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $16.4M.
Are there any notable investors adding DVYA to their portfolios?
Yes, buying activity remains notable. 8 institutions opened new positions in {ticker}, and 7 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.8M.

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