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iShares MSCI Emerging Markets ETF

1,191 hedge funds and large institutions have $20.9B invested in iShares MSCI Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 443 increasing their positions, 400 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 117

23% more funds holding in top 10

Funds holding in top 10: 92113 (+21)

11% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 400

7% more funds holding

Funds holding: 1,1111,191 (+80)

0.89% more ownership

Funds ownership: 70.11%71% (+0.89%)

4% less capital invested

Capital invested by funds: $21.7B → $20.9B (-$834M)

23% less call options, than puts

Call options by funds: $7.76B | Put options by funds: $10.1B

Holders
1,191
Holders Change
+80
Holders Change %
+7.2%
% of All Funds
26.54%
Holding in Top 10
113
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+22.83%
% of All Funds
2.52%
New
210
Increased
443
Reduced
400
Closed
117
Calls
$7.76B
Puts
$10.1B
Net Calls
-$2.3B
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
PSG
326
Planning Solutions Group
Maryland
$3.78M +$3.87M +96,728 New
NAM
327
NorthCoast Asset Management
Connecticut
$3.76M +$3.85M +96,195 New
MBT
328
Montecito Bank & Trust
California
$3.73M -$2.45M -61,162 -39%
WP
329
WealthPLAN Partners
Nebraska
$3.7M +$1.01M +25,209 +40%
MFG
330
Magnus Financial Group
New York
$3.7M +$3.79M +94,640 New
LNWWM
331
Laird Norton Wetherby Wealth Management
California
$3.69M +$3.56M +88,964 +1,630%
ATFA
332
All Terrain Financial Advisors
Minnesota
$3.65M -$2.4K -60 -0.1%
PFM
333
Parsec Financial Management
North Carolina
$3.64M +$86.7K +2,164 +2%
AMG
334
Asset Management Group
Connecticut
$3.62M +$41.1K +1,026 +1%
AIP
335
Almanack Investment Partners
Pennsylvania
$3.61M -$760K -18,979 -17%
EWM
336
Endurance Wealth Management
Rhode Island
$3.61M +$160K +4,000 +5%
TI
337
Truepoint Inc
Ohio
$3.54M +$153K +3,813 +4%
AIG
338
American International Group
New York
$3.54M -$148K -3,700 -4%
B
339
Bailard
California
$3.53M +$543K +13,548 +18%
PA
340
Parkside Advisors
California
$3.5M +$365K +9,116 +11%
SMC
341
Smith, Moore & Co
Missouri
$3.5M -$849K -21,189 -19%
AC
342
Addenda Capital
Quebec, Canada
$3.5M
NB
343
NBT Bank
New York
$3.48M -$244K -6,090 -6%
ACM
344
Avalon Capital Management
California
$3.48M +$3.57M +89,144 New
KFA
345
Kays Financial Advisory
Georgia
$3.48M +$3.57M +89,156 New
ANTB
346
AMG National Trust Bank
Colorado
$3.47M -$83.6K -2,088 -2%
APG
347
Abacus Planning Group
South Carolina
$3.46M +$1.35M +33,761 +62%
PGFC
348
Peapack-Gladstone Financial Corp
New Jersey
$3.44M -$1.53M -38,240 -30%
LFAS
349
Level Four Advisory Services
Texas
$3.43M -$550K -13,741 -14%
WTB
350
Washington Trust Bank
Washington
$3.4M +$3.2M +79,949 +1,131%

EEM Hedge Fund Activity: Q4 2018 in Review

1,191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2018, worth a combined $20.9B — down 3.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new EEM positions and 117 closed out — a net gain of 93 holders — while 443 added to existing stakes and 400 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Lincoln National Corp, cutting an estimated $630M.

  • 1,191 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2018, up from 1,111 in Q3 2018.
  • Funds reported $20.9B of iShares MSCI Emerging Markets ETF stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 210 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2018 and 117 closed out, a net change of +93 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2018 was BlackRock, an estimated $440M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2018 was Lincoln National Corp, an estimated $630M sold.

Based on aggregated 13F filings for Q4 2018.