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iShares MSCI Emerging Markets ETF

1,323 hedge funds and large institutions have $23.2B invested in iShares MSCI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 418 increasing their positions, 457 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 59

35% more funds holding in top 10

Funds holding in top 10: 80108 (+28)

19% more capital invested

Capital invested by funds: $19.6B → $23.2B (+$3.63B)

15% more funds holding

Funds holding: 1,1531,323 (+170)

0.77% less ownership

Funds ownership: 78.05%77.27% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 457

35% less call options, than puts

Call options by funds: $8.68B | Put options by funds: $13.3B

Holders
1,323
Holders Change
+170
Holders Change %
+14.74%
% of All Funds
26.07%
Holding in Top 10
108
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35%
% of All Funds
2.13%
New
245
Increased
418
Reduced
457
Closed
59
Calls
$8.68B
Puts
$13.3B
Net Calls
-$4.67B
Net Calls Change
+$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
TI
551
Truepoint Inc
Ohio
$1.66M
OFS
552
Oldfather Financial Services
Nebraska
$1.66M +$1.63M +37,936 New
LCM
553
Legato Capital Management
California
$1.65M +$1.58M +36,815 New
JFGIW
554
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.63M -$3.35K -78 -0.2%
IFWM
555
Institute for Wealth Management
Colorado
$1.63M +$7.47K +174 +0.5%
JIR
556
James Investment Research
Ohio
$1.61M +$241K +5,615 +19%
JWCA
557
J.W. Cole Advisors
Florida
$1.61M +$1.54M +35,838 New
WB
558
WesBanco Bank
West Virginia
$1.61M -$233K -5,424 -13%
AI
559
Atria Investments
North Carolina
$1.59M -$303K -7,068 -17%
HAC
560
Harbor Advisory Corp
New Hampshire
$1.58M +$236K +5,500 +19%
WIA
561
Wealthstreet Investment Advisors
Texas
$1.57M
SIC
562
Shoker Investment Counsel
Ohio
$1.54M -$52.5K -1,222 -3%
AP
563
Appleton Partners
Massachusetts
$1.53M -$9.01K -210 -0.6%
F
564
Filament
Washington
$1.52M
NCM
565
Narwhal Capital Management
Georgia
$1.51M +$7.6K +177 +0.5%
BOS
566
Bank of Stockton
California
$1.5M -$26.3K -612 -2%
BRWA
567
B. Riley Wealth Advisors
Florida
$1.5M +$54.6K +1,271 +4%
IWA
568
Intercontinental Wealth Advisors
Texas
$1.48M -$422K -9,825 -23%
IAA
569
Independent Advisor Alliance
North Carolina
$1.47M +$1.41M +32,810 New
REMPR
570
Roof Eidam Maycock Peralta (REMP)
California
$1.47M -$28.8K -670 -2%
BIA
571
BHK Investment Advisors
Alabama
$1.47M -$351K -8,174 -20%
Verition Fund Management
572
Verition Fund Management
Connecticut
$1.46M +$1.4M +32,561 New
CP
573
Camelot Portfolios
Ohio
$1.46M +$18.1K +421 +1%
LFWA
574
LBJ Family Wealth Advisors
Texas
$1.45M +$19.9K +463 +1%
AB
575
Atlas Brown
Kentucky
$1.45M +$659K +15,347 +91%

EEM Hedge Fund Activity: Q4 2019 in Review

1,323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2019, worth a combined $23.2B — up 19% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new EEM positions and 59 closed out — a net gain of 186 holders — while 418 added to existing stakes and 457 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $687M. The largest seller was Bank of America, cutting an estimated $804M.

  • 1,323 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2019, up from 1,153 in Q3 2019.
  • Funds reported $23.2B of iShares MSCI Emerging Markets ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 245 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2019 and 59 closed out, a net change of +186 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2019 was Morgan Stanley, an estimated $687M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2019 was Bank of America, an estimated $804M sold.

Based on aggregated 13F filings for Q4 2019.