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iShares MSCI Emerging Markets ETF

1,313 hedge funds and large institutions have $17B invested in iShares MSCI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 407 increasing their positions, 516 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 106

13.04% more ownership

Funds ownership: 82.06%95.1% (+13%)

9% more capital invested

Capital invested by funds: $15.5B → $17B (+$1.47B)

3% more funds holding

Funds holding: 1,2761,313 (+37)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

16% less call options, than puts

Call options by funds: $8.15B | Put options by funds: $9.74B

21% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 516

Holders
1,313
Holders Change
+37
Holders Change %
+2.9%
% of All Funds
19.14%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
166
Increased
407
Reduced
516
Closed
106
Calls
$8.15B
Puts
$9.74B
Net Calls
-$1.59B
Net Calls Change
-$1.11B
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
SlateStone Wealth
Florida
$5.25M +$60.7K +1,571 +1%
JF
227
JSF Financial
California
$5.25M -$171K -4,425 -3%
CRC
228
Curi RMB Capital
Illinois
$5.11M +$263K +6,814 +6%
LHWM
229
Lake Hills Wealth Management
Texas
$5.11M +$4.9M +127,018 New
WT
230
Whittier Trust
California
$5.1M -$206K -5,343 -4%
NVCHI
231
New Vernon Capital Holdings II
New Jersey
$5.08M +$4.87M +126,231 New
CM
232
Castleark Management
Illinois
$5.07M -$20.7M -536,000 -81%
AIIMS
233
Analyst IMS Investment Management Services
Israel
$5.04M +$6.56K +170 +0.1%
OIA
234
OneDigital Investment Advisors
Kansas
$5.03M -$137K -3,536 -3%
FFBTD
235
First Financial Bank - Trust Division
Ohio
$5.02M -$410K -10,614 -8%
DIP
236
DT Investment Partners
Pennsylvania
$5.01M +$455K +11,772 +10%
ANTB
237
AMG National Trust Bank
Colorado
$4.94M -$288K -7,450 -6%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$4.92M -$2.24M -57,953 -32%
HWA
239
Heritage Wealth Advisors
Virginia
$4.89M
PFG
240
Pinnacle Financial Group
Illinois
$4.89M -$413K -10,692 -8%
SB
241
Simmons Bank
Arkansas
$4.79M -$40.1K -1,039 -0.9%
FCFC
242
First Commonwealth Financial Corp
Pennsylvania
$4.74M +$172K +4,451 +4%
TFA
243
Tobias Financial Advisors
Florida
$4.71M +$265K +6,876 +6%
Allspring Global Investments
244
Allspring Global Investments
North Carolina
$4.68M -$15M -387,864 -77%
CCB
245
Country Club Bank
Missouri
$4.68M -$238K -6,177 -5%
WTB
246
Washington Trust Bank
Washington
$4.67M +$1.49M +38,565 +50%
CWM
247
Cadence Wealth Management
Massachusetts
$4.67M -$262K -6,782 -6%
BJL
248
Brighton Jones LLC
Washington
$4.66M -$64.9K -1,682 -1%
EDRH
249
Edmond de Rothschild Holding
Switzerland
$4.59M -$56K -1,450 -1%
HIA
250
Harvest Investment Advisors
Florida
$4.59M +$44.2K +1,145 +1%

EEM Hedge Fund Activity: Q4 2023 in Review

1,313 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2023, worth a combined $17B — up 9.5% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new EEM positions and 106 closed out — a net gain of 60 holders — while 407 added to existing stakes and 516 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.36B. The largest seller was National Bank of Canada, cutting an estimated $483M.

  • 1,313 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $17B of iShares MSCI Emerging Markets ETF stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 166 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2023 and 106 closed out, a net change of +60 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.36B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2023 was National Bank of Canada, an estimated $483M sold.

Based on aggregated 13F filings for Q4 2023.