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iShares MSCI Emerging Markets ETF

1,144 hedge funds and large institutions have $15.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 561 reducing their positions, and 263 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 77.27%81.61% (+4.3%)

14% less funds holding

Funds holding: 1,3231,144 (-179)

32% less capital invested

Capital invested by funds: $23.2B → $15.8B (-$7.42B)

43% less funds holding in top 10

Funds holding in top 10: 10862 (-46)

43% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 561

44% less call options, than puts

Call options by funds: $6.61B | Put options by funds: $11.9B

62% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 263

Holders
1,144
Holders Change
-179
Holders Change %
-13.53%
% of All Funds
25.21%
Holding in Top 10
62
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-42.59%
% of All Funds
1.37%
New
101
Increased
318
Reduced
561
Closed
263
Calls
$6.61B
Puts
$11.9B
Net Calls
-$5.29B
Net Calls Change
-$622M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
376
Intercontinental Wealth Advisors
Texas
$1.83M +$818K +19,939 +59%
XF
377
XML Financial
Maryland
$1.81M -$142K -3,469 -6%
FCI
378
Financial Counselors Inc
Kansas
$1.81M -$255K -6,209 -10%
BPA
379
Beacon Pointe Advisors
California
$1.8M +$1.82M +44,475 +528%
CWM
380
Calamos Wealth Management
Illinois
$1.8M -$26.7K -650 -1%
NEPWA
381
New England Private Wealth Advisors
Massachusetts
$1.78M
FTIOP
382
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.77M +$2.13M +51,845 New
MGIA
383
Moneta Group Investment Advisors
Missouri
$1.76M +$227K +5,529 +12%
WB
384
WesBanco Bank
West Virginia
$1.76M +$651K +15,879 +44%
MIFH
385
Migdal Insurance & Financial Holdings
Israel
$1.76M +$2.12M +51,629 New
ATC
386
Argent Trust Co
Tennessee
$1.76M +$932K +22,715 +79%
FWCM
387
Ferguson Wellman Capital Management
Oregon
$1.75M -$8.65M -210,859 -80%
HIMC
388
Heritage Investors Management Corp
Maryland
$1.75M -$42.3K -1,030 -2%
NA
389
NewEdge Advisors
Louisiana
$1.75M -$5.15M -125,494 -71%
Chevy Chase Trust
390
Chevy Chase Trust
Maryland
$1.74M -$1.93M -46,990 -48%
HTC
391
Hershey Trust Company
Pennsylvania
$1.74M +$2.09M +51,000 New
AC
392
Addison Capital
Pennsylvania
$1.73M +$69.3K +1,690 +3%
BG
393
Berry Group
Massachusetts
$1.73M +$324K +7,895 +18%
PTC
394
Private Trust Company
Ohio
$1.73M -$134K -3,254 -6%
PPFA
395
Provida Pension Fund Administrator
Chile
$1.72M
FF
396
Fluent Financial
Texas
$1.71M -$209K -5,085 -9%
RSVP
397
Ramsay Stattman Vela & Price
Colorado
$1.7M -$33.1K -806 -2%
SAG
398
Spotlight Asset Group
Illinois
$1.69M
HCMT
399
Highland Capital Management (Tennessee)
Tennessee
$1.68M +$170K +4,138 +9%
TC
400
Telemus Capital
Michigan
$1.67M -$232K -5,644 -11%

EEM Hedge Fund Activity: Q1 2020 in Review

1,144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2020, worth a combined $15.8B — down 32% from $23.2B a quarter earlier.

Sellers outnumbered buyers: 263 funds closed out of EEM and 101 opened new positions — a net loss of 162 holders — while 561 trimmed existing stakes and 318 added.

The largest buyer was Susquehanna International Group, adding an estimated $294M. The largest seller was Morgan Stanley, cutting an estimated $356M.

  • 1,144 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2020, down from 1,323 in Q4 2019.
  • Funds reported $15.8B of iShares MSCI Emerging Markets ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 101 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2020 and 263 closed out, a net change of -162 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $294M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2020 was Morgan Stanley, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2020.