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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
FTS
351
Fifth Third Securities
Ohio
$2.66M +$74.1K +1,919 +3%
FPCP
352
Fort Point Capital Partners
California
$2.65M -$121K -3,136 -5%
PFA
353
Pure Financial Advisors
California
$2.63M +$92.6K +2,398 +4%
AM
354
AGF Management
Ontario, Canada
$2.62M -$353K -9,150 -12%
Parallax Volatility Advisers
355
Parallax Volatility Advisers
California
$2.6M +$2.5M +64,776 New
GC
356
Grimes & Company
Massachusetts
$2.6M -$25.9K -672 -1%
CWM
357
Connecticut Wealth Management
Connecticut
$2.59M +$25.1K +650 +1%
CAM
358
Crestone Asset Management
Colorado
$2.58M -$2.16M -56,026 -47%
BOH
359
Bank of Hawaii
Hawaii
$2.57M -$20.5K -530 -0.8%
BWP
360
BSW Wealth Partners
Colorado
$2.56M +$166K +4,312 +7%
MWM
361
Meridian Wealth Management
Kentucky
$2.53M -$2.44M -63,086 -50%
AWM
362
Aries Wealth Management
Maine
$2.52M +$438K +11,340 +22%
APG
363
Abacus Planning Group
South Carolina
$2.51M -$74K -1,916 -3%
UCFA
364
United Capital Financial Advisors
Texas
$2.5M -$951K -24,644 -28%
ATPW
365
Ashton Thomas Private Wealth
Arizona
$2.49M -$20.3K -525 -0.8%
LNC
366
Lincoln National Corp
Pennsylvania
$2.49M -$4.82M -124,872 -67%
PPW
367
Parcion Private Wealth
Washington
$2.48M -$1.75M -45,234 -42%
FFA
368
First Foundation Advisors
California
$2.42M -$115K -2,972 -5%
BHCM
369
Brevan Howard Capital Management
Jersey
$2.41M -$1.93M -50,000 -45%
AMBIA
370
Allen Mooney & Barnes Investment Advisors
Georgia
$2.41M +$38.6K +1,001 +2%
NAM
371
NorthCrest Asset Manangement
Minnesota
$2.4M +$1.87M +48,403 +428%
NP
372
NorthRock Partners
Minnesota
$2.4M +$1.99M +51,656 +653%
OAM
373
Oppenheimer Asset Management
New York
$2.36M +$163K +4,210 +8%
GW
374
GW & Wade
Massachusetts
$2.35M -$48.5K -1,256 -2%
AllianceBernstein
375
AllianceBernstein
Tennessee
$2.34M -$120K -3,118 -5%

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.