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iShares MSCI Emerging Markets ETF

1,191 hedge funds and large institutions have $20.9B invested in iShares MSCI Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 443 increasing their positions, 400 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 117

23% more funds holding in top 10

Funds holding in top 10: 92113 (+21)

11% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 400

7% more funds holding

Funds holding: 1,1111,191 (+80)

0.89% more ownership

Funds ownership: 70.11%71% (+0.89%)

4% less capital invested

Capital invested by funds: $21.7B → $20.9B (-$834M)

23% less call options, than puts

Call options by funds: $7.76B | Put options by funds: $10.1B

Holders
1,191
Holders Change
+80
Holders Change %
+7.2%
% of All Funds
26.54%
Holding in Top 10
113
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+22.83%
% of All Funds
2.52%
New
210
Increased
443
Reduced
400
Closed
117
Calls
$7.76B
Puts
$10.1B
Net Calls
-$2.3B
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
RSVP
451
Ramsay Stattman Vela & Price
Colorado
$2.03M -$29.4K -735 -1%
PTC
452
Private Trust Company
Ohio
$2.03M -$461K -11,516 -18%
HI
453
Hudock Inc
Pennsylvania
$2.03M +$47K +1,173 +2%
BFS
454
Bradley Foster & Sargent
Connecticut
$2.02M -$880K -21,970 -30%
EWM
455
Evercore Wealth Management
New York
$2.01M -$317K -7,925 -13%
GBT
456
Grove Bank & Trust
Florida
$2.01M -$300K -7,479 -13%
PVH
457
Psagot Value Holdings
Israel
$1.98M -$367K -9,173 -15%
PBT
458
Pictet Bank & Trust
Bahamas
$1.98M -$567K -14,160 -22%
IWA
459
Intercontinental Wealth Advisors
Texas
$1.98M -$18.3K -457 -0.9%
CCWA
460
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.97M +$108K +2,700 +6%
NEPWA
461
New England Private Wealth Advisors
Massachusetts
$1.97M +$34.9K +872 +2%
IIA
462
IPG Investment Advisors
California
$1.97M -$798K -19,932 -28%
BOS
463
Bank of Stockton
California
$1.96M -$294K -7,336 -13%
PWLP
464
Prio Wealth Limited Partnership
Massachusetts
$1.95M -$425K -10,606 -18%
TYCC
465
Texas Yale Capital Corp
Florida
$1.95M -$2K -50 -0.1%
EWA
466
Exencial Wealth Advisors
Oklahoma
$1.94M -$120K -2,991 -6%
CIA
467
Choate Investment Advisors
Massachusetts
$1.93M +$1.97M +49,274 New
CCM
468
Colorado Capital Management
Colorado
$1.92M -$64.6K -1,613 -3%
PA
469
Parallel Advisors
California
$1.91M +$928K +23,178 +90%
BCP
470
Blue Chip Partners
Michigan
$1.89M +$242K +6,038 +14%
MWC
471
MKD Wealth Coaches
Michigan
$1.88M +$1.93M +48,187 New
SCM
472
SOL Capital Management
Maryland
$1.86M -$6.01K -150 -0.3%
FPIS
473
Financial Planning & Information Services
Wisconsin
$1.83M -$1.32M -32,946 -41%
TC
474
Telemus Capital
Michigan
$1.82M +$779K +19,450 +72%
BAS
475
Brown Advisory Securities
Maryland
$1.82M +$13.3K +332 +0.7%

EEM Hedge Fund Activity: Q4 2018 in Review

1,191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2018, worth a combined $20.9B — down 3.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new EEM positions and 117 closed out — a net gain of 93 holders — while 443 added to existing stakes and 400 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Lincoln National Corp, cutting an estimated $630M.

  • 1,191 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2018, up from 1,111 in Q3 2018.
  • Funds reported $20.9B of iShares MSCI Emerging Markets ETF stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 210 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2018 and 117 closed out, a net change of +93 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2018 was BlackRock, an estimated $440M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2018 was Lincoln National Corp, an estimated $630M sold.

Based on aggregated 13F filings for Q4 2018.