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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
AL
276
Aspiriant LLC
California
$4.05M -$106K -2,882 -3%
TWI
277
Thomas White International
Illinois
$3.98M +$2.75M +74,507 +245%
FIB
278
First Interstate Bank
Montana
$3.97M +$957K +25,925 +33%
RG
279
Rathbones Group
United Kingdom
$3.93M -$53.4K -1,446 -1%
AM
280
AGF Management
Ontario, Canada
$3.93M +$3.82M +103,670 New
T2I
281
Turim 21 Investimentos
Brazil
$3.89M +$3.76M +101,853 +11,444%
CCFM
282
Clear Creek Financial Management
Washington
$3.87M +$1.57M +42,686 +72%
BIM
283
Bridges Investment Management
Nebraska
$3.86M -$1.75M -47,375 -32%
GWM
284
Geneos Wealth Management
Colorado
$3.85M +$184K +4,976 +5%
Bessemer Group
285
Bessemer Group
New Jersey
$3.85M +$311K +8,422 +9%
PWM
286
Paulson Wealth Management
Illinois
$3.85M -$1.03M -27,796 -22%
NVCHI
287
New Vernon Capital Holdings II
New Jersey
$3.84M +$3.74M +101,430 New
SFG
288
Summit Financial Group
West Virginia
$3.83M -$328K -8,891 -8%
SWRP
289
Summit Wealth & Retirement Planning
California
$3.81M +$43.6K +1,183 +1%
ICMARC
290
International City Management Association Retirement Corp
District of Columbia
$3.78M +$3.68M +99,782 New
EWA
291
EP Wealth Advisors
California
$3.76M -$624K -16,919 -15%
SAM
292
SP Asset Management
California
$3.76M +$20.7K +561 +0.6%
IAS
293
Insigneo Advisory Services
Florida
$3.72M +$3.63M +98,267 New
BFG
294
Baron Financial Group
New Jersey
$3.71M +$79.7K +2,160 +2%
NB
295
NBT Bank
New York
$3.71M -$36.1K -979 -1%
PGWM
296
Parisi Gray Wealth Management
New Jersey
$3.69M +$3.59M +97,252 New
FCFC
297
First Commonwealth Financial Corp
Pennsylvania
$3.56M +$148K +4,022 +4%
Rafferty Asset Management
298
Rafferty Asset Management
New York
$3.56M -$3.14M -85,170 -48%
GFP
299
Gryphon Financial Partners
Ohio
$3.54M -$1.64M -44,456 -32%
SAS
300
Stelac Advisory Services
New York
$3.52M

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.