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iShares MSCI Emerging Markets ETF

1,144 hedge funds and large institutions have $15.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 561 reducing their positions, and 263 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 77.27%81.61% (+4.3%)

14% less funds holding

Funds holding: 1,3231,144 (-179)

32% less capital invested

Capital invested by funds: $23.2B → $15.8B (-$7.42B)

43% less funds holding in top 10

Funds holding in top 10: 10862 (-46)

43% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 561

44% less call options, than puts

Call options by funds: $6.61B | Put options by funds: $11.9B

62% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 263

Holders
1,144
Holders Change
-179
Holders Change %
-13.53%
% of All Funds
25.21%
Holding in Top 10
62
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-42.59%
% of All Funds
1.37%
New
101
Increased
318
Reduced
561
Closed
263
Calls
$6.61B
Puts
$11.9B
Net Calls
-$5.29B
Net Calls Change
-$622M
Name Holding Trade Value Shares
Change
Change in
Stake
HAFS
226
Hapanowicz & Associates Financial Services
Pennsylvania
$4.71M +$314K +7,663 +6%
ATFA
227
All Terrain Financial Advisors
Minnesota
$4.61M +$1.15M +28,015 +26%
MPWT
228
MassMutual Private Wealth & Trust
Connecticut
$4.57M -$933K -22,730 -15%
VCA
229
Verdence Capital Advisors
Maryland
$4.53M +$2.64M +64,236 +94%
CCM
230
Coldstream Capital Management
Washington
$4.47M -$2.52M -61,355 -32%
FSC
231
Full Sail Capital
Oklahoma
$4.46M -$6.02M -146,839 -55%
CCA
232
Checchi Capital Advisers
California
$4.41M +$962K +23,447 +22%
APG
233
Abacus Planning Group
South Carolina
$4.38M +$1.34M +32,762 +34%
BJL
234
Brighton Jones LLC
Washington
$4.38M -$56.6K -1,380 -1%
ANTB
235
AMG National Trust Bank
Colorado
$4.37M -$693K -16,886 -12%
Cerity Partners
236
Cerity Partners
New York
$4.32M -$502K -12,233 -9%
EHPM
237
Emery Howard Portfolio Management
California
$4.3M
SW
238
SteelPeak Wealth
California
$4.17M -$474K -11,550 -9%
V
239
Veritable
Delaware
$4.15M -$30.7M -747,137 -86%
IDBONY
240
Israel Discount Bank of New York
New York
$4.08M -$1.38M -33,671 -22%
AL
241
Aspiriant LLC
California
$4.03M -$1.07M -26,087 -18%
AllianceBernstein
242
AllianceBernstein
Tennessee
$3.98M -$7.95M -193,859 -62%
RFO
243
RiverGlades Family Offices
Florida
$3.9M +$110K +2,675 +2%
AHC
244
Adell Harriman & Carpenter
Texas
$3.9M -$236K -5,755 -5%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$3.86M +$3.38M +82,360 +267%
PVH
246
Psagot Value Holdings
Israel
$3.86M -$689K -16,785 -13%
EFSCE
247
Enterprise Financial Services Corp (EFSC)
Missouri
$3.85M +$3.97M +96,778 +607%
Thrivent Financial for Lutherans
248
Thrivent Financial for Lutherans
Minnesota
$3.81M -$1.61M -39,164 -26%
FMC
249
First Merchants Corp
Indiana
$3.75M -$2.47M -60,146 -35%
FPS
250
Fieldpoint Private Securities
Connecticut
$3.74M -$2.58M -62,946 -36%

EEM Hedge Fund Activity: Q1 2020 in Review

1,144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2020, worth a combined $15.8B — down 32% from $23.2B a quarter earlier.

Sellers outnumbered buyers: 263 funds closed out of EEM and 101 opened new positions — a net loss of 162 holders — while 561 trimmed existing stakes and 318 added.

The largest buyer was Susquehanna International Group, adding an estimated $294M. The largest seller was Morgan Stanley, cutting an estimated $356M.

  • 1,144 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2020, down from 1,323 in Q4 2019.
  • Funds reported $15.8B of iShares MSCI Emerging Markets ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 101 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2020 and 263 closed out, a net change of -162 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $294M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2020 was Morgan Stanley, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2020.