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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
NFG
376
Next Financial Group
Texas
$2.89M +$2.33M +58,135 +368%
WAS
377
Winch Advisory Services
Wisconsin
$2.85M -$158K -3,933 -5%
ACPU
378
Arrowgrass Capital Partners (US)
Delaware
$2.84M
GC
379
Grimes & Company
Massachusetts
$2.81M +$361K +9,010 +14%
SWA
380
SFMG Wealth Advisors
Texas
$2.8M +$2.4M +59,791 +506%
TI
381
Telemetry Investments
New York
$2.77M +$2.2M +55,000 +344%
ASN
382
Advisory Services Network
Georgia
$2.77M +$2M +49,867 +237%
FCI
383
Financial Counselors Inc
Kansas
$2.77M -$701K -17,488 -20%
WCG
384
Wall Capital Group
Arizona
$2.77M -$27.3K -682 -1%
ST
385
Sageworth Trust
Pennsylvania
$2.76M +$3.97K +99 +0.1%
SIC
386
Shoker Investment Counsel
Ohio
$2.7M -$123K -3,079 -4%
CT
387
Coastline Trust
Rhode Island
$2.68M
BHIA
388
Birch Hill Investment Advisors
Massachusetts
$2.68M +$508K +12,678 +23%
WPC
389
Waters Parkerson & Co
Louisiana
$2.66M +$187K +4,664 +7%
ACP
390
Arcus Capital Partners
Georgia
$2.65M +$423K +10,569 +18%
EARNEST Partners
391
EARNEST Partners
Georgia
$2.64M -$4.25K -106 -0.2%
SBWM
392
Sunflower Bank Wealth Management
Arizona
$2.64M -$182K -4,540 -6%
JIC
393
Johnson Investment Counsel
Ohio
$2.62M -$33.5K -836 -1%
NEGWA
394
New England Guild Wealth Advisors
Connecticut
$2.62M +$355K +8,866 +15%
WA
395
WP Advisors
California
$2.6M -$20.5K -511 -0.8%
EPA
396
Element Pointe Advisors
Florida
$2.57M +$2.64M +65,850 New
SW
397
SlateStone Wealth
Florida
$2.57M +$2.64M +65,800 New
TIA
398
Tiemann Investment Advisors
California
$2.57M +$12.7K +318 +0.5%
UR
399
USCA RIA
Texas
$2.57M -$446K -11,143 -14%
FF
400
Fluent Financial
Texas
$2.54M +$119K +2,965 +5%

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.