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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
SWRP
251
Summit Wealth & Retirement Planning
California
$4.58M +$19.1K +494 +0.4%
GWM
252
Geneos Wealth Management
Colorado
$4.57M -$462K -11,969 -10%
Bessemer Group
253
Bessemer Group
New Jersey
$4.48M -$488K -12,649 -10%
RG
254
Rathbones Group
United Kingdom
$4.48M -$254K -6,581 -6%
LIA
255
LSP Investment Advisors
New York
$4.38M
Wolverine Trading
256
Wolverine Trading
Illinois
$4.35M -$1.32M -34,127 -24%
PFS
257
Prospera Financial Services
Texas
$4.35M -$1.64M -42,366 -28%
CFO
258
Callan Family Office
Pennsylvania
$4.31M -$495K -12,817 -11%
DSCM
259
Del-Sette Capital Management
New York
$4.31M +$167K +4,335 +4%
CWA
260
Clarity Wealth Advisors
California
$4.3M +$295K +7,636 +8%
BBNA
261
Bremer Bank National Association
Minnesota
$4.28M +$224K +5,790 +6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
262
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$4.27M
ITC
263
Inspire Trust Company
Nevada
$4.24M +$4.07M +105,334 New
TC
264
TownSquare Capital
Utah
$4.22M +$46.9K +1,215 +1%
APP
265
Avantax Planning Partners
Iowa
$4.17M +$424K +10,989 +12%
BFG
266
Baron Financial Group
New Jersey
$4.15M -$34.4K -890 -0.9%
JF
267
Jump Financial
Illinois
$4.13M +$3.58M +92,709 +917%
OC
268
Oppenheimer & Co
New York
$4.13M -$155K -4,007 -4%
BIM
269
Bridges Investment Management
Nebraska
$4.13M +$5.6K +145 +0.1%
CIBC Asset Management
270
CIBC Asset Management
Ontario, Canada
$4.1M -$1.53M -39,719 -28%
RSWM
271
Robertson Stephens Wealth Management
California
$4.06M -$942K -24,405 -19%
MC
272
Mirabaud & Cie
Switzerland
$4.05M +$3.89M +100,626 New
PAG
273
Private Advisor Group
New Jersey
$4.03M -$1.94M -50,265 -33%
WAM
274
Westport Asset Management
Connecticut
$4.02M -$3.36M -86,914 -46%
ICMARC
275
International City Management Association Retirement Corp
District of Columbia
$4.01M

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.