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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
BFC
301
Blue Fin Capital
Rhode Island
$3.42M +$806K +20,881 +33%
Fiera Capital (Canada)
302
Fiera Capital (Canada)
Quebec, Canada
$3.42M -$41.3K -1,070 -1%
MAM
303
MMA Asset Management
Pennsylvania
$3.38M +$210K +5,438 +7%
BPA
304
Beacon Pointe Advisors
California
$3.35M -$648K -16,789 -17%
VW
305
Vance Wealth
California
$3.34M -$292K -7,575 -8%
AMG
306
Asset Management Group
Connecticut
$3.32M -$133K -3,451 -4%
SFG
307
Summit Financial Group
West Virginia
$3.31M -$881K -22,807 -22%
WC
308
Weil Company
California
$3.31M +$547K +14,164 +21%
CWM
309
Calamos Wealth Management
Illinois
$3.28M +$13.9K +361 +0.4%
WFS
310
Widmann Financial Services
Maryland
$3.27M +$80.3K +2,081 +3%
FLPIM
311
F.L. Putnam Investment Management
Massachusetts
$3.19M -$168K -4,362 -5%
OFS
312
Oldfather Financial Services
Nebraska
$3.18M +$202K +5,219 +7%
IPW
313
Invictus Private Wealth
Colorado
$3.17M +$1.54M +39,782 +102%
EH
314
Equitable Holdings
New York
$3.17M -$39.3K -1,017 -1%
AWS
315
Atria Wealth Solutions
New York
$3.17M +$21.5K +557 +0.7%
FAN
316
Financial Advisors Network
California
$3.16M -$93.2K -2,413 -3%
OPCM
317
Osborne Partners Capital Management
California
$3.14M -$151K -3,915 -5%
YCM
318
Yousif Capital Management
Michigan
$3.11M -$618K -16,000 -17%
GBWM
319
Granite Bay Wealth Management
New Hampshire
$3.09M -$3.63M -93,916 -54%
RJT
320
Raymond James Trust
Florida
$3.02M +$539K +13,970 +23%
HB
321
Horizon Bancorp
Indiana
$3.02M +$1.79M +46,334 +161%
CHA
322
Cooper/Haims Advisors
New York
$3.02M +$1.98M +51,304 +216%
QPBE
323
Quintet Private Bank (Europe)
Luxembourg
$3M -$369K -9,564 -11%
LNWWM
324
Laird Norton Wetherby Wealth Management
California
$2.99M +$60.7K +1,573 +2%
PAI
325
Pittenger & Anderson Inc
Nebraska
$2.99M -$2.76M -71,542 -49%

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.