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iShares MSCI Emerging Markets ETF

1,317 hedge funds and large institutions have $18.7B invested in iShares MSCI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 403 increasing their positions, 531 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 94

57% more call options, than puts

Call options by funds: $8.74B | Put options by funds: $5.57B

14% more funds holding in top 10

Funds holding in top 10: 5765 (+8)

8% more funds holding

Funds holding: 1,2171,317 (+100)

3% more capital invested

Capital invested by funds: $18.2B → $18.7B (+$522M)

5.71% less ownership

Funds ownership: 85.7%79.99% (-5.7%)

24% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 531

Holders
1,317
Holders Change
+100
Holders Change %
+8.22%
% of All Funds
21.17%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
1.04%
New
219
Increased
403
Reduced
531
Closed
94
Calls
$8.74B
Puts
$5.57B
Net Calls
+$3.17B
Net Calls Change
+$3.67B
Name Holding Trade Value Shares
Change
Change in
Stake
ACIM
251
Azimuth Capital Investment Management
Michigan
$4.64M -$169K -4,575 -4%
TNA
252
True North Advisors
Texas
$4.63M +$4.51M +122,242 New
CHC
253
City Holding Co
West Virginia
$4.62M -$126K -3,420 -3%
HWA
254
Heritage Wealth Advisors
Virginia
$4.61M
BJL
255
Brighton Jones LLC
Washington
$4.6M +$48.1K +1,304 +1%
CBB
256
Citizens Business Bank
California
$4.58M +$4.24M +114,884 +1,894%
Financial Engines Advisors
257
Financial Engines Advisors
California
$4.56M +$3.08M +83,499 +227%
LHC
258
Little House Capital
Massachusetts
$4.52M +$4.41M +119,391 New
SPW
259
Surience Private Wealth
Washington
$4.49M +$4.37M +118,373 New
DIP
260
DT Investment Partners
Pennsylvania
$4.47M +$2.75M +74,537 +172%
PFS
261
Prospera Financial Services
Texas
$4.43M +$1.54M +41,807 +56%
LFG
262
Larson Financial Group
Missouri
$4.35M +$3.79M +102,840 +869%
SFG
263
SNS Financial Group
Minnesota
$4.34M -$1.44M -39,072 -25%
Balyasny Asset Management
264
Balyasny Asset Management
Illinois
$4.33M -$316K -8,552 -7%
CWM
265
Cadence Wealth Management
Massachusetts
$4.33M +$543K +14,711 +15%
CFAM
266
Coury Firm Asset Management
Pennsylvania
$4.26M +$41.6K +1,128 +1%
APP
267
Avantax Planning Partners
Iowa
$4.24M -$420K -11,372 -9%
PPP
268
Private Portfolio Partners
New Jersey
$4.14M +$562K +15,235 +16%
HCM
269
Howland Capital Management
Massachusetts
$4.13M +$3.01M +81,475 +297%
LIA
270
LSP Investment Advisors
New York
$4.12M
FPCP
271
Fort Point Capital Partners
California
$4.11M +$1.44M +39,060 +56%
SL
272
Savior LLC
Massachusetts
$4.1M +$3.99M +108,171 +193,163%
DWM
273
Darwin Wealth Management
Florida
$4.09M -$328K -8,889 -8%
WC
274
Weil Company
California
$4.09M +$3.31M +89,848 +501%
PPW
275
Parcion Private Wealth
Washington
$4.06M +$886K +24,008 +29%

EEM Hedge Fund Activity: Q4 2022 in Review

1,317 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2022, worth a combined $18.7B — up 2.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new EEM positions and 94 closed out — a net gain of 125 holders — while 403 added to existing stakes and 531 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $316M. The largest seller was Toronto Dominion Bank, cutting an estimated $364M.

  • 1,317 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2022, up from 1,217 in Q3 2022.
  • Funds reported $18.7B of iShares MSCI Emerging Markets ETF stock for Q4 2022, up 2.9% quarter-over-quarter.
  • 219 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2022 and 94 closed out, a net change of +125 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2022 was Varma Mutual Pension Insurance Co, an estimated $316M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2022 was Toronto Dominion Bank, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2022.