We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

993 hedge funds and large institutions have $26.6B invested in iShares MSCI Emerging Markets ETF in 2017 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 394 increasing their positions, 328 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 45

20% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 328

19% more capital invested

Capital invested by funds: $22.3B → $26.6B (+$4.33B)

8% more funds holding in top 10

Funds holding in top 10: 96104 (+8)

6.67% more ownership

Funds ownership: 67.37%74.04% (+6.7%)

6% more funds holding

Funds holding: 936993 (+57)

57% less call options, than puts

Call options by funds: $6.17B | Put options by funds: $14.5B

Holders
993
Holders Change
+57
Holders Change %
+6.09%
% of All Funds
24.75%
Holding in Top 10
104
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.33%
% of All Funds
2.59%
New
111
Increased
394
Reduced
328
Closed
45
Calls
$6.17B
Puts
$14.5B
Net Calls
-$8.34B
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HW
326
Hancock Whitney
Mississippi
$3.69M +$297K +6,744 +9%
AC
327
Addenda Capital
Quebec, Canada
$3.65M
HCM
328
HMS Capital Management
Tennessee
$3.62M -$68.4K -1,554 -2%
Lido Advisors
329
Lido Advisors
California
$3.62M +$871K +19,787 +34%
BFA
330
Beaumont Financial Advisors
Massachusetts
$3.61M +$187K +4,238 +6%
AC
331
Alexandria Capital
Virginia
$3.6M -$103K -2,343 -3%
DADC
332
D.A. Davidson & Co
Montana
$3.58M -$654K -14,855 -16%
EWM
333
Endurance Wealth Management
Rhode Island
$3.52M +$4.4K +100 +0.1%
EAMA
334
EFG Asset Management (Americas)
Florida
$3.48M +$1.37M +31,117 +71%
SMC
335
Smith, Moore & Co
Missouri
$3.46M +$224K +5,082 +7%
WA
336
WP Advisors
California
$3.41M -$100K -2,273 -3%
WCG
337
Wall Capital Group
Arizona
$3.41M
AGA
338
Accuvest Global Advisors
Utah
$3.4M -$5.7M -129,391 -63%
ANTB
339
AMG National Trust Bank
Colorado
$3.38M -$180K -4,081 -5%
SYBT
340
Stock Yards Bank & Trust
Kentucky
$3.29M +$4.4K +100 +0.1%
HIMC
341
Heritage Investors Management Corp
Maryland
$3.27M +$145K +3,290 +5%
ICM
342
Ionic Capital Management
New York
$3.26M +$555K +12,600 +21%
BIM
343
Bridgecreek Investment Management
Oklahoma
$3.22M +$1.83M +41,475 +137%
BFG
344
Barber Financial Group
Kansas
$3.22M +$3.16M +71,810 New
RCAG
345
Rehmann Capital Advisory Group
Michigan
$3.17M -$273K -6,207 -8%
HCA
346
Harbour Capital Advisors
Virginia
$3.17M -$106K -2,405 -3%
ST
347
Smithfield Trust
Pennsylvania
$3.16M +$292K +6,623 +10%
HI
348
HBK Investments
Texas
$3.15M +$3.1M +70,400 New
SIC
349
Shoker Investment Counsel
Ohio
$3.14M +$104K +2,356 +3%
GCM
350
Glaxis Capital Management
Florida
$3.14M +$3.09M +70,120 New

EEM Hedge Fund Activity: Q3 2017 in Review

993 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2017, worth a combined $26.6B — up 19% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new EEM positions and 45 closed out — a net gain of 66 holders — while 394 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.66B. The largest seller was Ontario Teachers' Pension Plan Board, exiting entirely with an estimated $760M sold.

  • 993 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2017, up from 936 in Q2 2017.
  • Funds reported $26.6B of iShares MSCI Emerging Markets ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 111 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2017 and 45 closed out, a net change of +66 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2017 was Morgan Stanley, an estimated $1.66B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2017 was Ontario Teachers' Pension Plan Board, an estimated $760M sold.

Based on aggregated 13F filings for Q3 2017.