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iShares MSCI Emerging Markets ETF

1,323 hedge funds and large institutions have $23.2B invested in iShares MSCI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 418 increasing their positions, 457 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 59

35% more funds holding in top 10

Funds holding in top 10: 80108 (+28)

19% more capital invested

Capital invested by funds: $19.6B → $23.2B (+$3.63B)

15% more funds holding

Funds holding: 1,1531,323 (+170)

0.77% less ownership

Funds ownership: 78.05%77.27% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 457

35% less call options, than puts

Call options by funds: $8.68B | Put options by funds: $13.3B

Holders
1,323
Holders Change
+170
Holders Change %
+14.74%
% of All Funds
26.07%
Holding in Top 10
108
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35%
% of All Funds
2.13%
New
245
Increased
418
Reduced
457
Closed
59
Calls
$8.68B
Puts
$13.3B
Net Calls
-$4.67B
Net Calls Change
+$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
326
Bridgecreek Investment Management
Oklahoma
$4.59M -$19.3K -450 -0.4%
MFG
327
Magnus Financial Group
New York
$4.57M +$339K +7,900 +8%
EH
328
Equitable Holdings
New York
$4.53M +$4.34M +100,998 New
UR
329
USCA RIA
Texas
$4.52M +$966K +22,498 +29%
BWP
330
BSW Wealth Partners
Colorado
$4.51M -$85K -1,980 -2%
LC
331
Loews Corp
New York
$4.49M +$4.29M +100,000 New
PFPT
332
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.43M +$56.6K +1,318 +1%
WAS
333
Wealth Advisory Solutions
Indiana
$4.41M +$4.22M +98,240 New
Chevy Chase Trust
334
Chevy Chase Trust
Maryland
$4.4M -$18.2K -425 -0.4%
SNT
335
Security National Trust
West Virginia
$4.34M -$25.8K -600 -0.6%
TNBTD
336
Trustmark National Bank Trust Department
Mississippi
$4.31M -$158K -3,671 -4%
APG
337
Abacus Planning Group
South Carolina
$4.29M -$135K -3,135 -3%
SMC
338
Smith, Moore & Co
Missouri
$4.26M -$159K -3,712 -4%
JFM
339
Jackson Financial Management
California
$4.23M +$576K +13,425 +17%
HW
340
Hancock Whitney
Mississippi
$4.2M +$2.09M +48,726 +109%
AGA
341
Accuvest Global Advisors
Utah
$4.18M +$4M +93,228 New
AF
342
Advisornet Financial
Minnesota
$4.17M +$3.26M +75,935 +445%
BIP
343
Brandes Investment Partners
California
$4.14M +$3.67M +85,465 +1,256%
SFG
344
Summit Financial Group
West Virginia
$4.13M -$601 -14 -0%
ACS
345
Archford Capital Strategies
Illinois
$4.13M +$77.5K +1,806 +2%
AIG
346
American International Group
New York
$4.09M +$240K +5,600 +7%
PF
347
Phoenix Financial
Israel
$4.08M +$766K +17,856 +24%
WA
348
Waddell & Associates
Tennessee
$4.08M -$717K -16,702 -16%
DADC
349
D.A. Davidson & Co
Montana
$4.08M +$199K +4,635 +5%
LFASL
350
Lugano Financial Advisors SA (LFA)
Switzerland
$4.07M +$3.89M +90,590 New

EEM Hedge Fund Activity: Q4 2019 in Review

1,323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2019, worth a combined $23.2B — up 19% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new EEM positions and 59 closed out — a net gain of 186 holders — while 418 added to existing stakes and 457 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $687M. The largest seller was Bank of America, cutting an estimated $804M.

  • 1,323 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2019, up from 1,153 in Q3 2019.
  • Funds reported $23.2B of iShares MSCI Emerging Markets ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 245 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2019 and 59 closed out, a net change of +186 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2019 was Morgan Stanley, an estimated $687M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2019 was Bank of America, an estimated $804M sold.

Based on aggregated 13F filings for Q4 2019.