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iShares MSCI Emerging Markets ETF

1,317 hedge funds and large institutions have $18.7B invested in iShares MSCI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 403 increasing their positions, 531 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 94

57% more call options, than puts

Call options by funds: $8.74B | Put options by funds: $5.57B

14% more funds holding in top 10

Funds holding in top 10: 5765 (+8)

8% more funds holding

Funds holding: 1,2171,317 (+100)

3% more capital invested

Capital invested by funds: $18.2B → $18.7B (+$522M)

5.71% less ownership

Funds ownership: 85.7%79.99% (-5.7%)

24% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 531

Holders
1,317
Holders Change
+100
Holders Change %
+8.22%
% of All Funds
21.17%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
1.04%
New
219
Increased
403
Reduced
531
Closed
94
Calls
$8.74B
Puts
$5.57B
Net Calls
+$3.17B
Net Calls Change
+$3.67B
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
501
Segall Bryant & Hamill
Illinois
$1.43M -$497K -13,457 -26%
MCM
502
Manchester Capital Management
Vermont
$1.43M -$14.3K -387 -1%
AssetMark Inc
503
AssetMark Inc
California
$1.43M +$133K +3,617 +11%
FAIM
504
Financial Advocates Investment Management
Washington
$1.41M -$133K -3,593 -9%
TFS
505
TrustCore Financial Services
Tennessee
$1.41M +$208K +5,635 +18%
CGPCS
506
Capital Group Private Client Services
California
$1.41M +$1.01M +27,248 +274%
SAM
507
Stone Asset Management
Texas
$1.4M +$333K +9,036 +32%
OGF
508
Orin Green Financial
California
$1.4M +$2.55K +69 +0.2%
ACP
509
Arcus Capital Partners
Georgia
$1.39M -$61.8K -1,676 -4%
KWM
510
Keebeck Wealth Management
Illinois
$1.39M +$560K +15,180 +71%
CPA
511
Cardiff Park Advisors
California
$1.39M -$5.72K -155 -0.4%
RSVP
512
Ramsay Stattman Vela & Price
Colorado
$1.39M -$23.2K -630 -2%
S
513
SignatureFD
Georgia
$1.39M +$339K +9,194 +34%
CCM
514
Colorado Capital Management
Colorado
$1.38M
HAC
515
Harbor Advisory Corp
New Hampshire
$1.38M +$719K +19,489 +116%
BBA
516
BLB&B Advisors
Pennsylvania
$1.37M -$55.6K -1,506 -4%
BFIC
517
Bedell Frazier Investment Counselling
California
$1.37M +$1.33M +36,025 New
SFS
518
Security Financial Services
Indiana
$1.36M +$378K +10,242 +40%
JWA
519
JFS Wealth Advisors
Pennsylvania
$1.35M -$304K -8,243 -19%
HA
520
HFG Advisors
Ohio
$1.35M +$1.31M +35,554 New
BWAM
521
Boyd Watterson Asset Management
Ohio
$1.34M
TFF
522
The Family Firm
Maryland
$1.34M -$282K -7,652 -18%
BAM
523
BTS Asset Management
Massachusetts
$1.33M +$1.28M +34,561 New
PWG
524
Private Wealth Group
Florida
$1.33M -$996K -27,000 -44%
CHA
525
Cooper/Haims Advisors
New York
$1.32M +$1.29M +34,910 New

EEM Hedge Fund Activity: Q4 2022 in Review

1,317 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2022, worth a combined $18.7B — up 2.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new EEM positions and 94 closed out — a net gain of 125 holders — while 403 added to existing stakes and 531 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $316M. The largest seller was Toronto Dominion Bank, cutting an estimated $364M.

  • 1,317 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2022, up from 1,217 in Q3 2022.
  • Funds reported $18.7B of iShares MSCI Emerging Markets ETF stock for Q4 2022, up 2.9% quarter-over-quarter.
  • 219 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2022 and 94 closed out, a net change of +125 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2022 was Varma Mutual Pension Insurance Co, an estimated $316M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2022 was Toronto Dominion Bank, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2022.