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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
UBV
476
United Bank (Virginia)
Virginia
$2.12M -$78.1K -1,820 -4%
VOYA Investment Management
477
VOYA Investment Management
Georgia
$2.11M +$502K +11,701 +33%
BHWM
478
Bar Harbor Wealth Management
New Hampshire
$2.09M -$540K -12,580 -21%
CIA
479
Choate Investment Advisors
Massachusetts
$2.07M -$43.4K -1,011 -2%
MSAGDF
480
Moneda SA Administradora General de Fondos
Chile
$2.07M +$1.98M +46,180 New
MGIA
481
Moneta Group Investment Advisors
Missouri
$2.07M -$32.1K -749 -2%
WA
482
Waverly Advisors
Alabama
$2.07M -$93.3K -2,173 -4%
BFS
483
Bradley Foster & Sargent
Connecticut
$2.07M +$95.8K +2,231 +5%
BAM
484
Belpointe Asset Management
Nevada
$2.06M +$178K +4,146 +10%
11A
485
10-15 Associates
New York
$2.05M +$81.1K +1,889 +4%
IA
486
IFP Advisors
Florida
$2.04M +$843K +19,646 +77%
SIC
487
Salem Investment Counselors
North Carolina
$2.04M -$97.5K -2,271 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
488
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.02M -$1.96M -45,626 -50%
HCMT
489
Highland Capital Management (Tennessee)
Tennessee
$2.02M -$63.1K -1,470 -3%
HIA
490
Harbor Investment Advisory
Maryland
$2.01M +$1.92M +44,699 New
PWLP
491
Prio Wealth Limited Partnership
Massachusetts
$2M -$50.3K -1,171 -3%
PP
492
Patten & Patten
Tennessee
$1.99M +$245K +5,702 +15%
BWAM
493
Boyd Watterson Asset Management
Ohio
$1.98M
IC
494
InterOcean Capital
Illinois
$1.98M +$34.9K +812 +2%
NL
495
NWAM LLC
Washington
$1.97M +$233K +5,425 +14%
BPWA
496
Beacon Pointe Wealth Advisors
California
$1.97M -$42.8K -998 -2%
CPO
497
Cerity Partners OCIO
New York
$1.96M +$6.57K +153 +0.3%
NFG
498
Next Financial Group
Texas
$1.95M -$91.9K -2,140 -5%
AAM
499
Aureus Asset Management
Massachusetts
$1.95M
AWM
500
Argent Wealth Management
Massachusetts
$1.95M +$1.86M +43,446 New

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.