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iShares MSCI Emerging Markets ETF

1,276 hedge funds and large institutions have $15.5B invested in iShares MSCI Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 325 increasing their positions, 563 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.32% more ownership

Funds ownership: 74.74%82.06% (+7.3%)

5% less call options, than puts

Call options by funds: $8.31B | Put options by funds: $8.78B

4% less funds holding

Funds holding: 1,3231,276 (-47)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

12% less capital invested

Capital invested by funds: $17.6B → $15.5B (-$2.09B)

30% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 105

42% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 563

Holders
1,276
Holders Change
-47
Holders Change %
-3.55%
% of All Funds
20.25%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
73
Increased
325
Reduced
563
Closed
105
Calls
$8.31B
Puts
$8.78B
Net Calls
-$477M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
476
Farmers & Merchants Investments Inc
Nebraska
$1.4M -$51.1K -1,291 -3%
CPA
477
Capital Planning Advisors
California
$1.39M
NA
478
NewEdge Advisors
Louisiana
$1.39M -$138K -3,479 -9%
ST
479
Sentinel Trust
Texas
$1.39M -$103K -2,589 -7%
Financial Engines Advisors
480
Financial Engines Advisors
California
$1.39M -$157K -3,974 -10%
HI
481
Harbour Investments
Wisconsin
$1.39M -$396 -10 -0%
ECM
482
Evergreen Capital Management
Washington
$1.39M +$43.6K +1,100 +3%
JWA
483
JFS Wealth Advisors
Pennsylvania
$1.38M +$2.34K +59 +0.2%
RSVP
484
Ramsay Stattman Vela & Price
Colorado
$1.38M -$20.4K -516 -1%
HAC
485
Harbor Advisory Corp
New Hampshire
$1.38M
Walleye Capital
486
Walleye Capital
New York
$1.36M -$281K -7,090 -17%
BWAM
487
Boyd Watterson Asset Management
Ohio
$1.35M
IA
488
IFG Advisory
Georgia
$1.34M -$2.1K -53 -0.2%
BBA
489
BLB&B Advisors
Pennsylvania
$1.33M
OGF
490
Orin Green Financial
California
$1.33M -$44.8K -1,132 -3%
CAS
491
CTC Alternative Strategies
Illinois
$1.33M +$1.39M +35,000 New
IFG
492
Independent Financial Group
California
$1.32M +$159K +4,004 +13%
SMFG
493
Sumitomo Mitsui Financial Group
Japan
$1.32M -$368K -9,288 -21%
AF
494
Allworth Financial
California
$1.32M +$33.4K +843 +2%
WANY
495
Wealthspire Advisors (New York)
New York
$1.31M +$47K +1,187 +4%
CH
496
Canton Hathaway
Rhode Island
$1.31M
PWG
497
Private Wealth Group
Florida
$1.3M -$27K -681 -2%
SFA
498
Sequoia Financial Advisors
Ohio
$1.3M -$911 -23 -0.1%
SBH
499
Segall Bryant & Hamill
Illinois
$1.29M -$69K -1,743 -5%
AWE
500
Avidian Wealth Enterprises
Texas
$1.29M -$43.3K -1,094 -3%

EEM Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2023, worth a combined $15.5B — down 12% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of EEM and 73 opened new positions — a net loss of 32 holders — while 563 trimmed existing stakes and 325 added.

The largest buyer was Bluefin Capital Management, adding an estimated $384M. The largest seller was BlackRock, cutting an estimated $470M.

  • 1,276 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2023, down from 1,323 in Q2 2023.
  • Funds reported $15.5B of iShares MSCI Emerging Markets ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2023 and 105 closed out, a net change of -32 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2023 was Bluefin Capital Management, an estimated $384M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2023 was BlackRock, an estimated $470M sold.

Based on aggregated 13F filings for Q3 2023.