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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
HAC
526
Harbor Advisory Corp
New Hampshire
$1.54M
SFS
527
Sowell Financial Services
Arkansas
$1.54M +$335K +6,838 +26%
RJT
528
Raymond James Trust
Florida
$1.53M -$22.4K -457 -1%
HT
529
Heritage Trust
Oklahoma
$1.53M
LFWA
530
LBJ Family Wealth Advisors
Texas
$1.53M
CWM
531
Cabot Wealth Management
Massachusetts
$1.53M +$144K +2,946 +10%
IC
532
Intersect Capital
California
$1.51M +$71.1K +1,450 +5%
CPO
533
Cerity Partners OCIO
New York
$1.51M +$101K +2,051 +7%
FUBT
534
First United Bank & Trust
Maryland
$1.51M +$20.4K +416 +1%
TF
535
Tompkins Financial
New York
$1.51M +$496K +10,125 +48%
CC
536
Courier Capital
New York
$1.5M +$16K +327 +1%
IA
537
Independence Advisors
Pennsylvania
$1.5M
Capstone Investment Advisors
538
Capstone Investment Advisors
New York
$1.48M +$1.5M +30,554 New
MWM
539
Merriman Wealth Management
Washington
$1.47M +$1.5M +30,515 New
BOH
540
Bank of Hawaii
Hawaii
$1.47M
SWA
541
Sutton Wealth Advisors
Florida
$1.47M +$58.6K +1,195 +4%
PA
542
Pinnacle Associates
New York
$1.47M +$165K +3,366 +12%
CT
543
Clearstead Trust
Maine
$1.47M +$1.27M +25,971 +583%
TIM
544
Tortoise Investment Management
New York
$1.46M -$56.4K -1,150 -4%
CI
545
Conning Inc
Connecticut
$1.46M -$194K -3,965 -12%
SCM
546
Stevens Capital Management
Pennsylvania
$1.44M +$646K +13,185 +80%
AW
547
ACG Wealth
Georgia
$1.44M -$28K -571 -2%
Renaissance Technologies
548
Renaissance Technologies
New York
$1.42M -$42.2M -859,700 -97%
QA
549
Quantitative Advantage
Minnesota
$1.42M +$74.9K +1,527 +5%
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M +$8.83K +180 +0.6%

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.