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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
NAM
276
NorthCoast Asset Management
Connecticut
$3.25M -$558K -13,594 -12%
ABC
277
Associated Banc-Corp
Wisconsin
$3.17M +$1.87M +45,535 +96%
CFG
278
Citizens Financial Group
Rhode Island
$3.16M -$3.41M -83,230 -47%
SMC
279
Smith, Moore & Co
Missouri
$3.16M -$102K -2,485 -3%
WAS
280
Wealth Advisory Solutions
Indiana
$3.15M -$241K -5,868 -6%
SFG
281
Summit Financial Group
West Virginia
$3.14M -$2.46K -60 -0.1%
ZCM
282
Ziegler Capital Management
Illinois
$3.12M +$3.75M +91,474 New
MSAGDF
283
Moneda SA Administradora General de Fondos
Chile
$3.11M +$1.84M +44,851 +97%
PAI
284
Pittenger & Anderson Inc
Nebraska
$3.07M +$514K +12,517 +16%
LNWWM
285
Laird Norton Wetherby Wealth Management
California
$3.06M +$19.5K +476 +0.5%
TI
286
Trexquant Investment
Connecticut
$3.05M +$3.67M +89,411 New
SW
287
SlateStone Wealth
Florida
$3.05M
NB
288
NBT Bank
New York
$3.04M +$34.1K +830 +0.9%
AIG
289
American International Group
New York
$3.01M -$123K -3,000 -3%
AMG
290
Asset Management Group
Connecticut
$3M -$14.9K -362 -0.4%
ST
291
Smithfield Trust
Pennsylvania
$2.98M +$6.4K +156 +0.2%
AIM
292
Allen Investment Management
New York
$2.96M
PPP
293
Private Portfolio Partners
New Jersey
$2.94M +$8.25K +201 +0.2%
BUB
294
BBVA USA Bancshares
Texas
$2.93M -$1.27M -31,041 -27%
NIM
295
Northeast Investment Management
Massachusetts
$2.93M -$1.08M -26,396 -24%
ACP
296
Arcus Capital Partners
Georgia
$2.92M -$109K -2,662 -3%
Wellington Management Group
297
Wellington Management Group
Massachusetts
$2.92M +$3.51M +85,623 New
CPA
298
Capital Planning Advisors
California
$2.92M -$9.88M -240,927 -74%
BFPW
299
BOK Financial Private Wealth
Colorado
$2.88M -$1.05M -25,707 -23%
GC
300
Grimes & Company
Massachusetts
$2.88M +$561K +13,674 +19%

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.