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iShares MSCI Emerging Markets ETF

1,323 hedge funds and large institutions have $23.2B invested in iShares MSCI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 418 increasing their positions, 457 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 59

35% more funds holding in top 10

Funds holding in top 10: 80108 (+28)

19% more capital invested

Capital invested by funds: $19.6B → $23.2B (+$3.63B)

15% more funds holding

Funds holding: 1,1531,323 (+170)

0.77% less ownership

Funds ownership: 78.05%77.27% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 457

35% less call options, than puts

Call options by funds: $8.68B | Put options by funds: $13.3B

Holders
1,323
Holders Change
+170
Holders Change %
+14.74%
% of All Funds
26.07%
Holding in Top 10
108
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35%
% of All Funds
2.13%
New
245
Increased
418
Reduced
457
Closed
59
Calls
$8.68B
Puts
$13.3B
Net Calls
-$4.67B
Net Calls Change
+$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
AC
401
Alexandria Capital
Virginia
$3.08M +$13.7K +320 +0.5%
VCA
402
Verdence Capital Advisors
Maryland
$3.07M +$721K +16,801 +33%
WPC
403
Waters Parkerson & Co
Louisiana
$3.05M +$52.4K +1,220 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
404
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.05M +$2.92M +68,000 New
JIC
405
Johnson Investment Counsel
Ohio
$3.04M +$69.2K +1,612 +2%
AWM
406
AE Wealth Management
Kansas
$3.03M +$2.26M +52,579 +352%
NM
407
NWI Management
New York
$3.03M
SMFG
408
Sumitomo Mitsui Financial Group
Japan
$3.03M -$150K -3,500 -5%
TAM
409
Tocqueville Asset Management
New York
$3.02M -$52.4K -1,221 -2%
SBWM
410
Sunflower Bank Wealth Management
Arizona
$3.02M +$233K +5,425 +9%
Arrowstreet Capital
411
Arrowstreet Capital
Massachusetts
$3M -$1.07M -24,926 -27%
GFP
412
Gryphon Financial Partners
Ohio
$2.98M +$24K +560 +0.9%
PA
413
Parallel Advisors
California
$2.95M +$48.5K +1,131 +2%
EAMA
414
EFG Asset Management (Americas)
Florida
$2.93M +$81.9K +1,907 +3%
Mitsubishi UFJ Asset Management
415
Mitsubishi UFJ Asset Management
Japan
$2.91M -$1.14M -26,524 -29%
WA
416
WP Advisors
California
$2.91M +$10.1K +236 +0.4%
FC
417
Fusion Capital
South Carolina
$2.9M +$2.78M +64,723 New
BHIA
418
Birch Hill Investment Advisors
Massachusetts
$2.87M +$127K +2,960 +5%
MMA
419
Miracle Mile Advisors
California
$2.86M -$21.5K -500 -0.8%
BCM
420
Brookstone Capital Management
Illinois
$2.83M +$660K +15,378 +32%
SHWM
421
Smith & Howard Wealth Management
Georgia
$2.81M -$202K -4,701 -7%
RAA
422
RWC Asset Advisors
Florida
$2.79M -$511K -11,913 -16%
HPC
423
HM Payson & Co
Maine
$2.78M -$376K -8,762 -12%
CLOS
424
Compagnie Lombard Odier SCmA
Switzerland
$2.78M -$1.3M -30,350 -33%
CAM
425
Carret Asset Management
New York
$2.77M +$56.6K +1,318 +2%

EEM Hedge Fund Activity: Q4 2019 in Review

1,323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2019, worth a combined $23.2B — up 19% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new EEM positions and 59 closed out — a net gain of 186 holders — while 418 added to existing stakes and 457 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $687M. The largest seller was Bank of America, cutting an estimated $804M.

  • 1,323 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2019, up from 1,153 in Q3 2019.
  • Funds reported $23.2B of iShares MSCI Emerging Markets ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 245 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2019 and 59 closed out, a net change of +186 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2019 was Morgan Stanley, an estimated $687M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2019 was Bank of America, an estimated $804M sold.

Based on aggregated 13F filings for Q4 2019.