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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
UWPG
576
Ullmann Wealth Partners Group
Florida
$1.25M -$76.7K -1,565 -6%
SCM
577
Stordahl Capital Management
Colorado
$1.25M -$11K -225 -0.9%
OFG
578
OTA Financial Group
New York
$1.25M +$1.27M +25,857 New
EVM
579
Evelyn V. Moreno
$1.24M +$34.3K +700 +3%
ALIONA
580
Allianz Life Insurance of North America
Minnesota
$1.24M +$1.28M +26,097 New
DHFB
581
Dixon Hubard Feinour & Brown
Virginia
$1.24M +$49K +1,000 +4%
RMC
582
Regis Management Company
California
$1.23M
1IA
583
1834 Investment Advisors
Wisconsin
$1.23M +$13.5K +276 +1%
CA
584
Clearstead Advisors
Ohio
$1.23M +$33.5K +684 +3%
PAG
585
Pinnacle Advisory Group
Maryland
$1.23M -$13.5K -275 -1%
G
586
GenTrust
Florida
$1.22M -$34.3K -700 -3%
LDB
587
Lee, Danner & Bass
Tennessee
$1.21M -$1.23K -25 -0.1%
GP
588
Greenline Partners
New York
$1.21M
GLA
589
Good Life Advisors
Pennsylvania
$1.2M +$486K +9,921 +64%
MLFP
590
MPS Loria Financial Planners
Illinois
$1.18M -$323K -6,582 -21%
WGI
591
Westwood Global Investments
Massachusetts
$1.18M
BAM
592
Belpointe Asset Management
Nevada
$1.18M +$58.7K +1,197 +5%
BIM
593
Beach Investment Management
Pennsylvania
$1.18M +$1.19M +24,350 New
BAAM
594
Baker Avenue Asset Management
California
$1.18M -$3.92K -80 -0.3%
AGA
595
Accuvest Global Advisors
Utah
$1.17M -$1.82M -37,153 -61%
FNBOO
596
First National Bank of Omaha
Nebraska
$1.16M +$124K +2,535 +12%
HCP
597
Holt Capital Partners
Texas
$1.15M +$24.5K +500 +2%
FMWA
598
Forvis Mazars Wealth Advisors
Missouri
$1.14M +$320K +6,532 +38%
MSL
599
Mackay Shields LLC
New York
$1.14M +$1.16M +23,559 New
HPC
600
Hobart Private Capital
North Carolina
$1.13M +$532K +10,844 +86%

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.