iShares Asia/Pacific Dividend

DVYA • ARCA

iShares Asia/Pacific Dividend is an exchange-traded fund on ARCA. As of Q3 2025, 27 institutional investors hold shares in this ETF, with total holdings valued at $20.3M. LPL Financial LLC is the largest holder with a position valued at $5.0M.

Overview

Overview of institutional ownership in DVYA as of Q3 2025

All Institutions

Institutions: 27
Value Held: $20.3M
Shares Held: 482.0K
Avg Position: $750.7K
Median Position: $51.2K

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in DVYA as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$5.0M 0.00% of portfolio	119.4K shares	Q4 2022 Held for 2y 11m	$340.07B
C Concord Wealth Partners RIA/Wealth	Gary Neil Aiken CIO	$2.7M 0.38% of portfolio	64.8K shares	Q1 2024 Held for 1y 8m	$724.1M
C Concord Asset Management, LLC/VA RIA/Wealth	Gary Neil Aiken CIO	$2.7M 0.49% of portfolio	64.3K shares	Q1 2024 Held for 1y 8m	$550.5M
Old Port Advisors RIA/Wealth	Jake Thomas Kenyon President	$2.3M 0.59% of portfolio	55.5K shares	Q3 2023 Held for 2y 2m	$396.8M
Kovitz Investment Group Partners, LLC RIA/Wealth	Mitchell Armin Kovitz CEO	$2.3M 0.01% of portfolio	54.2K shares	Q2 2025 Held for 5 months	$25.6B
S SCOTIA CAPITAL INC. Institution	-	$1.4M 0.01% of portfolio	33.0K shares	Q1 2022 Held for 3y 8m	$23.7B
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	-	$1.3M 0.00% of portfolio	30.5K shares	Q1 2024 Held for 1y 8m	$67.9B
BOURGEON CAPITAL MANAGEMENT LLC RIA/Wealth	John Aniblo Zaro Managing Partner	$682.7K 0.13% of portfolio	16.2K shares	Q4 2022 Held for 2y 11m	$525.3M
VISIONARY HORIZONS, LLC RIA/Wealth	Roger Edward Kiger Managing Partner	$600.9K 0.34% of portfolio	14.3K shares	Q4 2023 Held for 1y 11m	$178.9M
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$404.9K 0.00% of portfolio	9.6K shares	≤ Q2 2013 Held for 12y 5m+	$1.33T

Net Capital Flow

Institutional buying and selling activity for DVYA in Q3 2025

Traded: +$523.3K
Buyers: 10
Sellers: 11
Total Bought: +$3.5M
Total Sold: −$3.0M
Avg Position: $653.8K

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$3.2M +77.2K shares	$5.0M 119.4K shares
C Concord Wealth Partners RIA/Wealth	+$110.7K +2.6K shares	$2.7M 64.8K shares
C Concord Asset Management, LLC/VA RIA/Wealth	+$92.1K +2.2K shares	$2.7M 64.3K shares
BOURGEON CAPITAL MANAGEMENT LLC RIA/Wealth	+$34.1K +811.0 shares	$682.7K 16.2K shares
Triumph Capital Management RIA/Wealth	+$28.4K +675.0 shares	$28.4K 675.0 shares
A Advisor Group Holdings, Inc. Institution	+$10.2K +242.0 shares	$26.2K 622.0 shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$8.1K +192.0 shares	$242.2K 5.8K shares
Rockefeller Capital Management L.P. Long Only Manager	+$5.5K +130.0 shares	$5.5K 130.0 shares
BANK OF AMERICA CORP /DE/ Institution	+$4.4K +105.0 shares	$404.9K 9.6K shares
WELLS FARGO & COMPANY/MN Institution	+$40.9 +1.0 shares	$42.0 1.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$751.0K −19.5K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$661.3K −17.2K shares	Sold Off 0 shares
Old Port Advisors RIA/Wealth	−$584.9K −13.9K shares	$2.3M 55.5K shares
L Leo Wealth, LLC Institution	−$456.7K −11.9K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$272.6K −6.5K shares	$1.3M 30.5K shares
Kovitz Investment Group Partners, LLC RIA/Wealth	−$141.5K −3.4K shares	$2.3M 54.2K shares
S SCOTIA CAPITAL INC. Institution	−$119.8K −2.9K shares	$1.4M 33.0K shares
UBS Group AG Institution	−$16.5K −428.0 shares	Sold Off 0 shares
VISIONARY HORIZONS, LLC RIA/Wealth	−$5.5K −130.0 shares	$600.9K 14.3K shares
WestEnd Advisors, LLC Long Only Manager	−$5.0K −118.0 shares	$1.8K 42.0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited DVYA in Q3 2025

New Positions: 1
New Value: $28.4K
Exited Positions: 4
Exited Value: $1.9M

New Positions

Institution	Position Value
Triumph Capital Management RIA/Wealth	$28.4K 675.0 shares

Exited Positions

Institution	Previous Position
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$751.0K 19.5K shares
J JANE STREET GROUP, LLC Institution	$661.3K 17.2K shares
L Leo Wealth, LLC Institution	$456.7K 11.9K shares
UBS Group AG Institution	$16.5K 428.0 shares

Options Activity

Institutions with the largest Call and Put options positions in DVYA as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with DVYA as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Old Port Advisors RIA/Wealth	Jake Thomas Kenyon President	0.59% $2.3M	55.5K shares	Q3 2023 Held for 2y 2m	$396.8M
C Concord Asset Management, LLC/VA RIA/Wealth	Gary Neil Aiken CIO	0.49% $2.7M	64.3K shares	Q1 2024 Held for 1y 8m	$550.5M
C Concord Wealth Partners RIA/Wealth	Gary Neil Aiken CIO	0.38% $2.7M	64.8K shares	Q1 2024 Held for 1y 8m	$724.1M
VISIONARY HORIZONS, LLC RIA/Wealth	Roger Edward Kiger Managing Partner	0.34% $600.9K	14.3K shares	Q4 2023 Held for 1y 11m	$178.9M
H HC Advisors, LLC RIA/Wealth	Daniel Christopher Henning CEO	0.21% $293.0K	7.0K shares	Q3 2023 Held for 2y 2m	$142.3M
BOURGEON CAPITAL MANAGEMENT LLC RIA/Wealth	John Aniblo Zaro Managing Partner	0.13% $682.7K	16.2K shares	Q4 2022 Held for 2y 11m	$525.3M
Kovitz Investment Group Partners, LLC RIA/Wealth	Mitchell Armin Kovitz CEO	0.01% $2.3M	54.2K shares	Q2 2025 Held for 5 months	$25.6B
Triumph Capital Management RIA/Wealth	Derek Nathan Eichenwald President	0.01% $28.4K	675.0 shares	Q3 2025 Held for 2 months	$400.6M
S SCOTIA CAPITAL INC. Institution	-	0.01% $1.4M	33.0K shares	Q1 2022 Held for 3y 8m	$23.7B
C Coconut Grove Bank Institution	-	0.00% $42.1K	1.0K shares	Q1 2025 Held for 8 months	$854.7M