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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
Charles Schwab
401
Charles Schwab
California
$2.07M +$1.33M +35,927 +192%
SWP
402
ShoreHaven Wealth Partners
New Jersey
$2.06M -$179K -4,852 -8%
GW
403
GW & Wade
Massachusetts
$2.06M +$536K +14,530 +37%
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$2.05M -$303K -8,220 -13%
CPA
405
Capital Planning Advisors
California
$2.04M +$1.98M +53,797 New
H
406
HoyleCohen
California
$2.02M +$589K +15,971 +43%
USCWA
407
U.S. Capital Wealth Advisors
Texas
$2.02M +$375K +10,167 +24%
SIC
408
Samalin Investment Counsel
New York
$2.01M -$299K -8,103 -13%
SWA
409
Sutton Wealth Advisors
Florida
$2M +$160K +4,325 +9%
PCM
410
Pinnbrook Capital Management
New York
$1.99M +$1.93M +52,392 New
AF
411
Affiance Financial
Minnesota
$1.98M +$1.69M +45,872 +714%
V
412
Veritable
Delaware
$1.98M -$25.8K -700 -1%
SC
413
Schoolcraft Capital
Colorado
$1.97M -$55.2K -1,496 -3%
LDB
414
Lee, Danner & Bass
Tennessee
$1.97M +$29.7K +805 +2%
RJT
415
Raymond James Trust
Florida
$1.97M -$102K -2,771 -5%
PFT
416
Providence First Trust
Arizona
$1.96M -$39.1K -1,059 -2%
VOYA Investment Management
417
VOYA Investment Management
Georgia
$1.96M +$225K +6,111 +13%
WA
418
Waverly Advisors
Alabama
$1.95M -$654K -17,733 -26%
IFO
419
Independent Family Office
New York
$1.94M
HT
420
Headlands Technologies
Illinois
$1.93M +$1.88M +51,037 New
Wolverine Trading
421
Wolverine Trading
Illinois
$1.93M +$1.88M +50,962 New
IBOK
422
Independence Bank of Kentucky
Kentucky
$1.93M -$131K -3,553 -7%
PWP
423
Pursue Wealth Partners
California
$1.92M +$1.87M +50,650 New
IFWM
424
Institute for Wealth Management
Colorado
$1.91M -$14.5K -392 -0.8%
PWM
425
Perigon Wealth Management
California
$1.91M -$86K -2,331 -4%

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.