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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
BAM
426
Belpointe Asset Management
Nevada
$1.43M -$165K -4,011 -9%
CIA
427
Choate Investment Advisors
Massachusetts
$1.42M -$186K -4,532 -10%
BHWM
428
Bar Harbor Wealth Management
New Hampshire
$1.41M -$214K -5,224 -11%
RIM
429
Rakuten Investment Management
Japan
$1.41M +$103K +2,500 +6%
SIC
430
Salem Investment Counselors
North Carolina
$1.41M -$174K -4,230 -9%
MPW
431
MA Private Wealth
California
$1.4M +$1.68M +40,953 New
BBVA
432
Banco Bilbao Vizcaya Argentaria
Spain
$1.39M -$31.5M -766,712 -95%
FWIA
433
Fort Washington Investment Advisors
Ohio
$1.39M -$86.2K -2,100 -5%
SWA
434
Sutton Wealth Advisors
Florida
$1.39M +$78K +1,900 +5%
MAM
435
Marquette Asset Management
Minnesota
$1.39M -$690K -16,822 -29%
Kayne Anderson Rudnick Investment Management
436
Kayne Anderson Rudnick Investment Management
California
$1.38M -$19.6K -477 -1%
APA
437
American Portfolios Advisors
New York
$1.37M +$110K +2,683 +7%
PA
438
Procyon Advisors
Connecticut
$1.37M +$6.36K +155 +0.4%
PGFC
439
Peapack-Gladstone Financial Corp
New Jersey
$1.36M -$111K -2,708 -6%
EHC
440
Everett Harris & Co
California
$1.36M +$718K +17,490 +78%
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$1.36M
CCM
442
Colorado Capital Management
Colorado
$1.36M -$122K -2,983 -7%
FTI
443
Fiduciary Trust International
Massachusetts
$1.33M -$134K -3,257 -8%
IIA
444
IPG Investment Advisors
California
$1.33M +$55.4K +1,351 +4%
FA
445
Fagan Associates
New York
$1.31M -$180K -4,399 -10%
BBA
446
BLB&B Advisors
Pennsylvania
$1.3M +$723K +17,616 +85%
HIA
447
Harbor Investment Advisory
Maryland
$1.3M -$267K -6,500 -15%
IC
448
InterOcean Capital
Illinois
$1.3M -$243K -5,932 -13%
NEGWA
449
New England Guild Wealth Advisors
Connecticut
$1.3M -$882K -21,505 -36%
CA
450
Calton & Associates
Florida
$1.3M -$87.1K -2,124 -5%

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.