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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
CWM
451
Calamos Wealth Management
Illinois
$2.4M +$192K +4,484 +9%
OFG
452
Oxford Financial Group
Indiana
$2.39M +$76.2K +1,775 +3%
MIAN
453
Mariner Independent Advisor Network
Kansas
$2.37M -$122K -2,853 -5%
IA
454
Independence Advisors
Pennsylvania
$2.36M +$899K +20,949 +66%
QIM
455
Quest Investment Management
Oregon
$2.35M +$2.25M +52,478 New
HIMC
456
Heritage Investors Management Corp
Maryland
$2.34M +$24.6K +573 +1%
BC
457
Brinker Capital
Pennsylvania
$2.34M +$406K +9,463 +22%
SC
458
Schoolcraft Capital
Colorado
$2.34M -$42.5K -991 -2%
NEPWA
459
New England Private Wealth Advisors
Massachusetts
$2.33M +$53.4K +1,243 +2%
GIA
460
GHP Investment Advisors
Colorado
$2.32M +$3.48K +81 +0.2%
RIS
461
Retirement Income Solutions
Michigan
$2.3M -$31K -723 -1%
FCFC
462
First Commonwealth Financial Corp
Pennsylvania
$2.27M +$357K +8,323 +20%
PPFA
463
Provida Pension Fund Administrator
Chile
$2.27M +$1.09M +25,400 +100%
DY
464
Dowling & Yahnke
California
$2.27M -$36.5K -850 -2%
RSVP
465
Ramsay Stattman Vela & Price
Colorado
$2.27M -$12.4K -289 -0.6%
PA
466
Paracle Advisors
Washington
$2.26M +$2.58K +60 +0.1%
TC
467
Telemus Capital
Michigan
$2.24M +$393K +9,160 +22%
TYCC
468
Texas Yale Capital Corp
Florida
$2.23M
AC
469
Addison Capital
Pennsylvania
$2.2M +$1.28M +29,727 +153%
FIA
470
Foundations Investment Advisors
Arizona
$2.19M +$1.68M +39,054 +395%
WF
471
Welch & Forbes
Massachusetts
$2.19M -$217K -5,050 -9%
BCP
472
Blue Chip Partners
Michigan
$2.17M +$33K +769 +2%
CCIM
473
Chapwood Capital Investment Management
Texas
$2.16M +$2.06M +48,082 New
SIC
474
Samalin Investment Counsel
New York
$2.15M +$2.06M +47,996 New
ABC
475
Associated Banc-Corp
Wisconsin
$2.13M -$1.44M -33,529 -41%

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.