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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
ATFA
276
All Terrain Financial Advisors
Minnesota
$3.97M -$261K -6,753 -6%
CHC
277
City Holding Co
West Virginia
$3.96M -$178K -4,606 -4%
EWA
278
EP Wealth Advisors
California
$3.93M +$3.17K +82 +0.1%
EARNEST Partners
279
EARNEST Partners
Georgia
$3.92M +$486K +12,593 +15%
BFIC
280
Bedell Frazier Investment Counselling
California
$3.9M +$3.75M +97,068 New
PPP
281
Private Portfolio Partners
New Jersey
$3.9M +$55K +1,424 +1%
MS
282
Marshall & Sullivan
Washington
$3.85M +$137K +3,550 +4%
NB
283
NBT Bank
New York
$3.84M +$30K +778 +0.8%
ECG
284
Edge Capital Group
Georgia
$3.77M +$1.52M +39,321 +72%
HCM
285
Howland Capital Management
Massachusetts
$3.73M -$402K -10,407 -10%
SAM
286
SP Asset Management
California
$3.71M -$167K -4,327 -4%
RW
287
REDW Wealth
New Mexico
$3.71M +$9.23K +239 +0.3%
TSS
288
Two Sigma Securities
New York
$3.7M -$4M -103,590 -53%
Brown Advisory
289
Brown Advisory
Maryland
$3.68M -$821K -21,266 -19%
MWM
290
Modera Wealth Management
New Jersey
$3.67M -$19.6K -507 -0.6%
JWCA
291
J.W. Cole Advisors
Florida
$3.64M +$1.32M +34,271 +61%
PA
292
Prism Advisors
California
$3.54M +$12.7K +329 +0.4%
RAM
293
Ramirez Asset Management
New York
$3.53M +$2.24M +58,119 +197%
PVI
294
Pine Valley Investments
New Jersey
$3.52M +$287K +7,433 +9%
SC
295
Savant Capital
Illinois
$3.51M +$48.1K +1,246 +1%
FF
296
Fluent Financial
Texas
$3.5M -$1.25M -32,261 -27%
FSWA
297
Financial Synergies Wealth Advisors
Texas
$3.49M +$342K +8,855 +11%
FIB
298
First Interstate Bank
Montana
$3.49M +$1.46M +37,715 +77%
JRP
299
Jasper Ridge Partners
California
$3.42M
SFG
300
SNS Financial Group
Minnesota
$3.42M -$273K -7,069 -8%

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.