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iShares MSCI Emerging Markets ETF

1,144 hedge funds and large institutions have $27.8B invested in iShares MSCI Emerging Markets ETF in 2018 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 489 increasing their positions, 361 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 79

35% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 361

8% more capital invested

Capital invested by funds: $25.9B → $27.8B (+$1.98B)

2% more funds holding

Funds holding: 1,1191,144 (+25)

2.7% less ownership

Funds ownership: 67.64%64.94% (-2.7%)

3% less funds holding in top 10

Funds holding in top 10: 124120 (-4)

22% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $13.8B

Holders
1,144
Holders Change
+25
Holders Change %
+2.23%
% of All Funds
26.21%
Holding in Top 10
120
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.23%
% of All Funds
2.75%
New
117
Increased
489
Reduced
361
Closed
79
Calls
$10.8B
Puts
$13.8B
Net Calls
-$3.09B
Net Calls Change
+$3.11B
Name Holding Trade Value Shares
Change
Change in
Stake
BCP
476
Blue Chip Partners
Michigan
$2.04M -$31.9K -650 -2%
CBB
477
Citizens Business Bank
California
$2.02M -$1.83M -37,312 -47%
WB
478
WesBanco Bank
West Virginia
$2M +$1.17M +23,805 +135%
CA
479
Calton & Associates
Florida
$1.99M +$295K +6,026 +17%
ACM
480
AUA Capital Management
Pennsylvania
$1.98M -$415K -8,473 -17%
MC
481
Middleton & Co
Massachusetts
$1.97M +$8.58K +175 +0.4%
PWM
482
Perigon Wealth Management
California
$1.97M +$65K +1,325 +3%
GA
483
GFS Advisors
Texas
$1.94M +$115K +2,355 +6%
JMPWA
484
JP Morgan Private Wealth Advisors
California
$1.93M -$9.51M -194,058 -83%
CGH
485
Crossmark Global Holdings
Texas
$1.93M -$42.9K -875 -2%
PP
486
PDT Partners
New York
$1.92M +$907K +18,500 +87%
EHC
487
Everett Harris & Co
California
$1.92M +$683K +13,930 +54%
VFA
488
Voya Financial Advisors
Connecticut
$1.9M -$2.29M -46,711 -54%
RCWMU
489
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.9M +$172K +3,510 +10%
AP
490
Appleton Partners
Massachusetts
$1.89M +$188K +3,832 +11%
CSIC
491
Clifford Swan Investment Counsel
California
$1.87M +$21.7K +442 +1%
GCM
492
Graham Capital Management
Connecticut
$1.87M -$10.3M -210,181 -84%
SAM
493
Silvercrest Asset Management
New York
$1.86M -$275K -5,600 -13%
FA
494
FDx Advisors
Illinois
$1.84M -$2.18M -44,371 -54%
DAS
495
Dynamic Advisor Solutions
Arizona
$1.83M +$721K +14,705 +63%
CA
496
Cornerstone Advisory
Maryland
$1.82M +$425K +8,677 +30%
GEA
497
Glen Eagle Advisors
New Jersey
$1.82M +$167K +3,408 +10%
SCG
498
Sonata Capital Group
Washington
$1.81M +$64.2K +1,309 +4%
NL
499
NVWM LLC
Pennsylvania
$1.8M +$604K +12,309 +48%
PCIA
500
Prime Capital Investment Advisors
Kansas
$1.78M +$109K +2,232 +6%

EEM Hedge Fund Activity: Q1 2018 in Review

1,144 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2018, worth a combined $27.8B — up 7.7% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new EEM positions and 79 closed out — a net gain of 38 holders — while 489 added to existing stakes and 361 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.23B. The largest seller was Bridgewater Associates, cutting an estimated $1.04B.

  • 1,144 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2018, up from 1,119 in Q4 2017.
  • Funds reported $27.8B of iShares MSCI Emerging Markets ETF stock for Q1 2018, up 7.7% quarter-over-quarter.
  • 117 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2018 and 79 closed out, a net change of +38 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2018 was Morgan Stanley, an estimated $1.23B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2018 was Bridgewater Associates, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2018.