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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
CCM
501
Colorado Capital Management
Colorado
$1.29M -$3.96K -100 -0.3%
WAP
502
Wealthcare Advisory Partners
Pennsylvania
$1.28M +$55.7K +1,407 +4%
MWP
503
MYCIO Wealth Partners
Pennsylvania
$1.28M
PGWM
504
Parisi Gray Wealth Management
New Jersey
$1.28M -$2.48M -62,665 -65%
GEA
505
Glen Eagle Advisors
New Jersey
$1.27M +$27.7K +700 +2%
HCMT
506
Highland Capital Management (Tennessee)
Tennessee
$1.27M +$7.09K +179 +0.5%
MFG
507
Magnus Financial Group
New York
$1.26M -$12.3K -310 -0.9%
LFWA
508
LBJ Family Wealth Advisors
Texas
$1.25M
FMTC
509
Farmers & Merchants Trust Company
California
$1.24M -$2.53K -64 -0.2%
BC
510
Bartlett & Co
Ohio
$1.24M -$297K -7,495 -19%
BCWM
511
Bartlett & Co Wealth Management
Ohio
$1.23M -$297K -7,495 -19%
DWMS
512
Dominguez Wealth Management Solutions
Virginia
$1.23M +$13.7K +347 +1%
SC
513
Sierra Capital
Florida
$1.22M -$572K -14,452 -31%
SIC
514
Samalin Investment Counsel
New York
$1.22M -$542K -13,692 -30%
ATC
515
Argent Trust Co
Tennessee
$1.21M -$216K -5,455 -15%
AAS
516
Ameritas Advisory Services
Nebraska
$1.2M +$780K +19,710 +163%
IIA
517
IPG Investment Advisors
California
$1.2M -$531K -13,420 -30%
BHWM
518
Bar Harbor Wealth Management
New Hampshire
$1.2M -$5.86K -148 -0.5%
IIC
519
Integrated Investment Consultants
Michigan
$1.2M -$3.17K -80 -0.3%
PPW
520
PACK Private Wealth
Minnesota
$1.19M +$5.78K +146 +0.5%
GC
521
Guidance Capital
Kentucky
$1.19M +$3.68K +93 +0.3%
TA
522
Trellis Advisors
Washington
$1.17M
SWP
523
Stratos Wealth Partners
Ohio
$1.17M -$118K -2,979 -9%
BWM
524
Bulltick Wealth Management
Florida
$1.15M
AF
525
Affiance Financial
Minnesota
$1.15M +$396 +10 +0%

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.