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iShares MSCI Emerging Markets ETF

1,317 hedge funds and large institutions have $18.7B invested in iShares MSCI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 403 increasing their positions, 531 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 94

57% more call options, than puts

Call options by funds: $8.74B | Put options by funds: $5.57B

14% more funds holding in top 10

Funds holding in top 10: 5765 (+8)

8% more funds holding

Funds holding: 1,2171,317 (+100)

3% more capital invested

Capital invested by funds: $18.2B → $18.7B (+$522M)

5.71% less ownership

Funds ownership: 85.7%79.99% (-5.7%)

24% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 531

Holders
1,317
Holders Change
+100
Holders Change %
+8.22%
% of All Funds
21.17%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
1.04%
New
219
Increased
403
Reduced
531
Closed
94
Calls
$8.74B
Puts
$5.57B
Net Calls
+$3.17B
Net Calls Change
+$3.67B
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
351
Capital Directions Investment Advisors
Georgia
$2.56M +$2.49M +67,466 New
RW
352
Reframe Wealth
Virginia
$2.56M +$2.49M +67,466 New
GC
353
Grimes & Company
Massachusetts
$2.55M -$855K -23,185 -26%
ST
354
Smithfield Trust
Pennsylvania
$2.54M -$267K -7,227 -10%
AI
355
Atria Investments
North Carolina
$2.54M -$459K -12,438 -16%
OIA
356
OneDigital Investment Advisors
Kansas
$2.52M +$1.54M +41,743 +169%
RT
357
Rockland Trust
Massachusetts
$2.52M +$1.64M +44,379 +202%
EW
358
Evoke Wealth
California
$2.5M -$5.56M -150,713 -70%
WA
359
Wealth Alliance
New York
$2.49M +$639K +17,322 +36%
FTS
360
Fifth Third Securities
Ohio
$2.49M -$261K -7,073 -10%
AIG
361
American International Group
New York
$2.47M -$1.37M -37,000 -36%
BCIM
362
British Columbia Investment Management
British Columbia, Canada
$2.46M
ACP
363
Aveo Capital Partners
Colorado
$2.46M +$501K +13,567 +26%
BOH
364
Bank of Hawaii
Hawaii
$2.46M +$330K +8,948 +16%
OC
365
Oppenheimer & Co
New York
$2.45M -$3.29M -89,203 -58%
Acadian Asset Management
366
Acadian Asset Management
Massachusetts
$2.45M +$137K +3,711 +6%
CGA
367
Crescent Grove Advisors
Illinois
$2.44M +$1.51M +40,846 +173%
OFS
368
Oldfather Financial Services
Nebraska
$2.44M -$57.7K -1,564 -2%
AWM
369
AAF Wealth Management
Massachusetts
$2.43M +$1.86M +50,289 +360%
MPWT
370
MassMutual Private Wealth & Trust
Connecticut
$2.42M +$202K +5,472 +9%
PFA
371
Pure Financial Advisors
California
$2.39M -$63.1K -1,709 -3%
WAM
372
Wakefield Asset Management
Colorado
$2.37M +$2.31M +62,573 New
IWA
373
Intercontinental Wealth Advisors
Texas
$2.35M +$495K +13,417 +28%
BWP
374
BSW Wealth Partners
Colorado
$2.34M -$604K -16,376 -21%
CLOS
375
Compagnie Lombard Odier SCmA
Switzerland
$2.33M -$1.01M -27,346 -31%

EEM Hedge Fund Activity: Q4 2022 in Review

1,317 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2022, worth a combined $18.7B — up 2.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new EEM positions and 94 closed out — a net gain of 125 holders — while 403 added to existing stakes and 531 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $316M. The largest seller was Toronto Dominion Bank, cutting an estimated $364M.

  • 1,317 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2022, up from 1,217 in Q3 2022.
  • Funds reported $18.7B of iShares MSCI Emerging Markets ETF stock for Q4 2022, up 2.9% quarter-over-quarter.
  • 219 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2022 and 94 closed out, a net change of +125 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2022 was Varma Mutual Pension Insurance Co, an estimated $316M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2022 was Toronto Dominion Bank, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2022.