We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

993 hedge funds and large institutions have $26.6B invested in iShares MSCI Emerging Markets ETF in 2017 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 394 increasing their positions, 328 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 45

20% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 328

19% more capital invested

Capital invested by funds: $22.3B → $26.6B (+$4.33B)

8% more funds holding in top 10

Funds holding in top 10: 96104 (+8)

6.67% more ownership

Funds ownership: 67.37%74.04% (+6.7%)

6% more funds holding

Funds holding: 936993 (+57)

57% less call options, than puts

Call options by funds: $6.17B | Put options by funds: $14.5B

Holders
993
Holders Change
+57
Holders Change %
+6.09%
% of All Funds
24.75%
Holding in Top 10
104
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.33%
% of All Funds
2.59%
New
111
Increased
394
Reduced
328
Closed
45
Calls
$6.17B
Puts
$14.5B
Net Calls
-$8.34B
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
GMA
251
Goldstein Munger & Associates
California
$6.08M +$7.7K +175 +0.1%
V
252
Veritable
Delaware
$6.05M -$483K -10,969 -8%
BJL
253
Brighton Jones LLC
Washington
$6.03M +$36.3K +825 +0.6%
NIM
254
Northeast Investment Management
Massachusetts
$5.99M -$185K -4,201 -3%
EA
255
Edge Advisors
Georgia
$5.96M +$786K +17,853 +15%
BFPW
256
BOK Financial Private Wealth
Colorado
$5.95M -$193K -4,392 -3%
CFB
257
Cullen/Frost Bankers
Texas
$5.86M +$597K +13,563 +12%
TSS
258
Two Sigma Securities
New York
$5.83M +$3.77M +85,738 +193%
Principal Financial Group
259
Principal Financial Group
Iowa
$5.82M
CIG
260
Consolidated Investment Group
Colorado
$5.73M
PAMU
261
Pictet Asset Management (UK)
United Kingdom
$5.68M -$4.67M -106,200 -46%
Brown Advisory
262
Brown Advisory
Maryland
$5.63M -$221K -5,021 -4%
IA
263
IFP Advisors
Florida
$5.61M -$311K -7,056 -5%
FPIS
264
Financial Planning & Information Services
Wisconsin
$5.58M -$298K -6,765 -5%
EHPM
265
Emery Howard Portfolio Management
California
$5.52M -$5.63K -128 -0.1%
CCM
266
Coldstream Capital Management
Washington
$5.5M -$216K -4,916 -4%
ACM
267
Azimuth Capital Management
Michigan
$5.5M +$179K +4,060 +3%
KCM
268
Karp Capital Management
California
$5.49M +$114K +2,580 +2%
BTNA
269
Bremer Trust National Association
Minnesota
$5.43M +$35.1K +797 +0.7%
RG
270
Rathbones Group
United Kingdom
$5.4M +$310K +7,044 +6%
BWP
271
BSW Wealth Partners
Colorado
$5.39M -$427K -9,707 -7%
MIG
272
Mariner Investment Group
New York
$5.38M +$5.28M +120,000 New
SC
273
Scotia Capital
Ontario, Canada
$5.34M +$2.73M +61,982 +108%
Natixis Advisors
274
Natixis Advisors
Massachusetts
$5.33M -$261K -5,940 -5%
BFC
275
Blue Fin Capital
Rhode Island
$5.25M +$119K +2,699 +2%

EEM Hedge Fund Activity: Q3 2017 in Review

993 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2017, worth a combined $26.6B — up 19% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new EEM positions and 45 closed out — a net gain of 66 holders — while 394 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.66B. The largest seller was Ontario Teachers' Pension Plan Board, exiting entirely with an estimated $760M sold.

  • 993 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2017, up from 936 in Q2 2017.
  • Funds reported $26.6B of iShares MSCI Emerging Markets ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 111 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2017 and 45 closed out, a net change of +66 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2017 was Morgan Stanley, an estimated $1.66B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2017 was Ontario Teachers' Pension Plan Board, an estimated $760M sold.

Based on aggregated 13F filings for Q3 2017.