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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
FC
376
Fulcrum Capital
Washington
$2.32M -$6.68M -181,162 -75%
VW
377
Vance Wealth
California
$2.31M +$774K +20,965 +52%
AWS
378
Atria Wealth Solutions
New York
$2.29M -$241K -6,528 -10%
HWM
379
HB Wealth Management
Georgia
$2.29M +$135K +3,666 +6%
TIA
380
Tiemann Investment Advisors
California
$2.27M -$398K -10,779 -15%
HCP
381
Hexagon Capital Partners
Arkansas
$2.27M -$147K -3,989 -6%
WSTAM
382
Wilbanks Smith & Thomas Asset Management
Virginia
$2.26M +$431K +11,688 +24%
JWCA
383
J.W. Cole Advisors
Florida
$2.26M +$492K +13,326 +29%
Bank Julius Baer & Co
384
Bank Julius Baer & Co
Switzerland
$2.23M +$250K +6,772 +13%
PP
385
Patten & Patten
Tennessee
$2.17M -$118K -3,195 -5%
FSC
386
Full Sail Capital
Oklahoma
$2.17M -$564K -15,297 -21%
HIM
387
Hanlon Investment Management
New Jersey
$2.16M +$2.1M +56,951 New
OAM
388
Oppenheimer Asset Management
New York
$2.15M +$126K +3,416 +6%
CA
389
Clearstead Advisors
Ohio
$2.15M -$308K -8,356 -13%
NEGWA
390
New England Guild Wealth Advisors
Connecticut
$2.13M -$594K -16,108 -22%
Lido Advisors
391
Lido Advisors
California
$2.13M -$371K -10,045 -15%
RPCA
392
Running Point Capital Advisors
California
$2.13M -$2.58K -70 -0.1%
GC
393
GFG Capital
Florida
$2.13M +$1.77M +48,032 +583%
PI
394
PEAK6 Investments
Illinois
$2.12M -$95.5K -2,589 -4%
OMC
395
Old Mission Capital
Illinois
$2.12M +$2.06M +55,841 New
AC
396
Abbrea Capital
California
$2.11M -$860K -23,308 -30%
PFM
397
Parsec Financial Management
North Carolina
$2.11M -$49.5K -1,341 -2%
PAS
398
Park Avenue Securities
New York
$2.09M +$853K +23,106 +72%
IP
399
Isthmus Partners
Wisconsin
$2.09M +$2.03M +55,080 New
IA
400
IFP Advisors
Florida
$2.09M -$741K -20,073 -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.