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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
ACP
326
Aveo Capital Partners
Colorado
$2.99M +$585K +15,161 +26%
SEI Investments
327
SEI Investments
Pennsylvania
$2.94M -$6.67M -172,883 -70%
SC
328
Scotia Capital
Ontario, Canada
$2.93M -$216K -5,583 -7%
SFS
329
Sowell Financial Services
Arkansas
$2.91M +$241K +6,246 +9%
PPW
330
PACK Private Wealth
Minnesota
$2.91M +$1.57M +40,775 +129%
VVP
331
Venture Visionary Partners
Ohio
$2.91M -$7.34M -190,140 -72%
EA
332
Efficient Advisors
Ohio
$2.91M -$181K -4,692 -6%
FWMM
333
Foundation Wealth Management (Missouri)
Missouri
$2.88M -$136K -3,522 -5%
IWC
334
Integrated Wealth Concepts
Massachusetts
$2.86M -$920K -23,829 -25%
SQA
335
Simon Quick Advisors
New Jersey
$2.85M -$10.1K -261 -0.4%
EE
336
EWG Elevate
California
$2.84M -$1.13M -29,374 -29%
AL
337
Aspiriant LLC
California
$2.83M -$1.14M -29,548 -30%
GCM
338
Glaxis Capital Management
Florida
$2.83M +$2.72M +70,430 New
WSTAM
339
Wilbanks Smith & Thomas Asset Management
Virginia
$2.8M +$229K +5,940 +9%
LFG
340
Larson Financial Group
Missouri
$2.8M +$87.4K +2,263 +3%
Arrowstreet Capital
341
Arrowstreet Capital
Massachusetts
$2.78M -$68.6K -1,778 -3%
UFAC
342
Urban Financial Advisory Corp
Illinois
$2.78M +$2.67M +69,181 New
IBOK
343
Independence Bank of Kentucky
Kentucky
$2.77M +$68.8K +1,781 +3%
BWM
344
Brown Wealth Management
Illinois
$2.75M -$594K -15,388 -18%
RWA
345
River Wealth Advisors
Pennsylvania
$2.73M +$33.2K +861 +1%
HWM
346
HB Wealth Management
Georgia
$2.73M +$42.4K +1,098 +2%
FSC
347
Full Sail Capital
Oklahoma
$2.68M -$392K -10,151 -13%
ST
348
Smithfield Trust
Pennsylvania
$2.68M -$49.8K -1,291 -2%
LSAG
349
Lake Street Advisors Group
New Hampshire
$2.68M +$3.17K +82 +0.1%
WPC
350
Waters Parkerson & Co
Louisiana
$2.66M -$106K -2,754 -4%

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.