We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

854 hedge funds and large institutions have $29.5B invested in iShares MSCI Emerging Markets ETF in 2013 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 314 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 66

15% more funds holding in top 10

Funds holding in top 10: 109125 (+16)

9% more funds holding

Funds holding: 780854 (+74)

2.44% more ownership

Funds ownership: 69.83%72.27% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 291

2% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$707M)

20% less call options, than puts

Call options by funds: $6.13B | Put options by funds: $7.66B

Holders
854
Holders Change
+74
Holders Change %
+9.49%
% of All Funds
24.78%
Holding in Top 10
125
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.68%
% of All Funds
3.63%
New
150
Increased
314
Reduced
291
Closed
66
Calls
$6.13B
Puts
$7.66B
Net Calls
-$1.53B
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
526
Burney Company
Virginia
$1.05M -$31.2K -744 -3%
SGAM
527
Steinberg Global Asset Management
Florida
$1.05M +$241K +5,765 +30%
EAM
528
Evanson Asset Management
California
$1.04M +$1.04M +24,879 New
KCM
529
Kanawha Capital Management
Virginia
$1.03M +$12.6K +300 +1%
DC
530
Davenport & Co
Virginia
$1.03M -$323K -7,714 -24%
CK
531
Cohen Klingenstein
New York
$1.02M
DCM
532
Driehaus Capital Management
Illinois
$1.02M +$281K +6,712 +38%
NTCOC
533
Northern Trust Company of Connecticut
Connecticut
$1.01M +$38.3K +915 +4%
Neuberger Berman Group
534
Neuberger Berman Group
New York
$1.01M -$28.1M -669,989 -97%
Mitsubishi UFJ Trust & Banking
535
Mitsubishi UFJ Trust & Banking
Japan
$1M
DDPIC
536
Deroy & Devereaux Private Investment Counsel
Michigan
$976K +$71.9K +1,717 +8%
Walleye Trading
537
Walleye Trading
New York
$976K +$978K +23,353 New
LIM
538
Leavell Investment Management
Alabama
$969K -$62.8K -1,500 -6%
DSC
539
Duncker Streett & Co
Missouri
$962K +$2.55K +61 +0.3%
STC
540
SEI Trust Company
Pennsylvania
$955K -$1.29M -30,735 -57%
BA
541
BlackRock Advisors
Delaware
$944K +$441K +10,532 +87%
TRCT
542
Tower Research Capital (TRC)
New York
$940K -$16M -383,120 -94%
SC
543
Stratford Consulting
Texas
$935K +$5.57K +133 +0.6%
LW
544
Linscomb Wealth
Texas
$926K -$96.5K -2,304 -9%
LFR
545
Lehman Financial Resources
Pennsylvania
$926K -$54.4K -1,300 -6%
SIC
546
Sigma Investment Counselors
Michigan
$926K +$116K +2,767 +14%
SFSG
547
Stearns Financial Services Group
North Carolina
$923K -$4.65K -111 -0.5%
AWA
548
AmeriServ Wealth Advisors
Pennsylvania
$915K -$41.9K -1,000 -4%
PIA
549
Peachtree Investment Advisors
Georgia
$915K +$917K +21,889 New
HIMC
550
Heritage Investors Management Corp
Maryland
$913K +$373K +8,915 +69%

EEM Hedge Fund Activity: Q4 2013 in Review

854 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2013, worth a combined $29.5B — up 2.5% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new EEM positions and 66 closed out — a net gain of 84 holders — while 314 added to existing stakes and 291 trimmed.

The largest buyer was BP, opening a new position worth an estimated $863M. The largest seller was APG Asset Management, cutting an estimated $563M.

  • 854 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2013, up from 780 in Q3 2013.
  • Funds reported $29.5B of iShares MSCI Emerging Markets ETF stock for Q4 2013, up 2.5% quarter-over-quarter.
  • 150 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2013 and 66 closed out, a net change of +84 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2013 was BP, an estimated $863M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2013 was APG Asset Management, an estimated $563M sold.

Based on aggregated 13F filings for Q4 2013.