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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
PA
501
Paracle Advisors
Washington
$1.77M -$47K -959 -3%
BRWA
502
B. Riley Wealth Advisors
Florida
$1.76M -$547K -11,162 -23%
MA
503
Montag & Associates
Georgia
$1.76M +$1.79M +36,434 New
HFM
504
Harvest Fund Management
China
$1.75M -$520K -10,605 -23%
SCA
505
Stonebridge Capital Advisors
Minnesota
$1.75M +$13.2K +270 +0.8%
HCMT
506
Highland Capital Management (Tennessee)
Tennessee
$1.74M +$42.2K +860 +2%
AIIMS
507
Analyst IMS Investment Management Services
Israel
$1.7M -$6.03K -123 -0.3%
FIG
508
FundX Investment Group
California
$1.7M +$1.72M +35,165 New
MCM
509
Murphy Capital Management
New Jersey
$1.7M +$126K +2,570 +8%
CCM
510
Canal Capital Management
Virginia
$1.65M -$39.2K -799 -2%
AllianceBernstein
511
AllianceBernstein
Tennessee
$1.64M -$5.69M -115,998 -77%
MGIA
512
Moneta Group Investment Advisors
Missouri
$1.64M -$11.5K -234 -0.7%
FWM
513
Frontier Wealth Management
Missouri
$1.64M +$582K +11,874 +54%
SCM
514
SCS Capital Management
Massachusetts
$1.64M +$489K +9,964 +42%
SBH
515
Segall Bryant & Hamill
Illinois
$1.62M +$385K +7,846 +30%
CIC
516
Carnegie Investment Counsel
Ohio
$1.62M +$14.7K +299 +0.9%
JIR
517
James Investment Research
Ohio
$1.61M +$577K +11,760 +54%
IIC
518
Integrated Investment Consultants
Michigan
$1.61M +$1.63M +33,265 New
GBBWRPM
519
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.6M +$1.62M +33,137 New
WTB
520
Washington Trust Bank
Washington
$1.59M +$21.5K +438 +1%
FHB
521
First Hawaiian Bank
Hawaii
$1.59M -$45.1K -919 -3%
ACP
522
Aveo Capital Partners
Colorado
$1.58M +$170K +3,476 +12%
GIA
523
GHP Investment Advisors
Colorado
$1.58M +$12K +245 +0.8%
TW
524
Transform Wealth
Colorado
$1.57M -$10.4K -213 -0.7%
TFF
525
The Family Firm
Maryland
$1.55M -$35.5K -725 -2%

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.