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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
SIC
476
Shoker Investment Counsel
Ohio
$1.19M +$22.6K +550 +2%
EWA
477
Exencial Wealth Advisors
Oklahoma
$1.19M -$245K -5,972 -15%
WIA
478
Wealthstreet Investment Advisors
Texas
$1.18M -$9.64K -235 -0.7%
CTA
479
Chesley Taft & Associates
Illinois
$1.18M -$307K -7,475 -18%
BAMG
480
Brand Asset Management Group
Missouri
$1.18M +$857K +20,880 +152%
UR
481
USCA RIA
Texas
$1.17M -$2.73M -66,471 -66%
LFAS
482
Level Four Advisory Services
Texas
$1.16M -$973K -23,728 -41%
IFWM
483
Institute for Wealth Management
Colorado
$1.16M -$91.8K -2,238 -6%
F
484
Filament
Washington
$1.16M
WA
485
Waverly Advisors
Alabama
$1.16M -$542K -13,220 -28%
BWA
486
BDO Wealth Advisors
Florida
$1.15M +$550K +13,398 +66%
RZH
487
Relyea Zuckerberg Hanson
Connecticut
$1.14M +$1.37M +33,415 New
AP
488
Appleton Partners
Massachusetts
$1.14M -$34.5K -840 -2%
PCA
489
Peddock Capital Advisors
Massachusetts
$1.13M -$171K -4,170 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
490
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.13M +$1.01M +24,581 +289%
BOS
491
Bank of Stockton
California
$1.12M -$26.5K -645 -2%
REMPR
492
Roof Eidam Maycock Peralta (REMP)
California
$1.12M +$164 +4 +0%
GLA
493
Good Life Advisors
Pennsylvania
$1.12M +$577K +14,072 +75%
FMTC
494
Farmers & Merchants Trust Company
California
$1.11M +$20.5K +499 +2%
LFWA
495
LBJ Family Wealth Advisors
Texas
$1.11M
IP
496
Intellectus Partners
California
$1.1M +$75.1K +1,831 +6%
LDB
497
Lee, Danner & Bass
Tennessee
$1.1M +$17.8K +435 +1%
LIA
498
LS Investment Advisors
Michigan
$1.09M +$60.2K +1,467 +5%
FA
499
Fortis Advisors
Pennsylvania
$1.09M +$108K +2,643 +9%
BIA
500
BHK Investment Advisors
Alabama
$1.08M -$41K -1,000 -3%

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.