We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

1,144 hedge funds and large institutions have $15.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 561 reducing their positions, and 263 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 77.27%81.61% (+4.3%)

14% less funds holding

Funds holding: 1,3231,144 (-179)

32% less capital invested

Capital invested by funds: $23.2B → $15.8B (-$7.42B)

43% less funds holding in top 10

Funds holding in top 10: 10862 (-46)

43% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 561

44% less call options, than puts

Call options by funds: $6.61B | Put options by funds: $11.9B

62% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 263

Holders
1,144
Holders Change
-179
Holders Change %
-13.53%
% of All Funds
25.21%
Holding in Top 10
62
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-42.59%
% of All Funds
1.37%
New
101
Increased
318
Reduced
561
Closed
263
Calls
$6.61B
Puts
$11.9B
Net Calls
-$5.29B
Net Calls Change
-$622M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
576
Courier Capital
New York
$813K -$2.26K -55 -0.2%
HC
577
HNP Capital
New York
$813K +$959K +23,363 New
CAM
578
Carret Asset Management
New York
$809K -$1.56M -37,986 -62%
GWM
579
Geneos Wealth Management
Colorado
$809K -$52.8K -1,287 -5%
PIMG
580
Patriot Investment Management Group
Tennessee
$803K -$45.4K -1,107 -4%
EAM
581
Evanson Asset Management
California
$803K +$462K +11,265 +92%
SCCM
582
Schafer Cullen Capital Management
New York
$802K -$8.13M -198,049 -89%
ACS
583
Archford Capital Strategies
Illinois
$802K -$2.81M -68,504 -74%
HAC
584
Harbor Advisory Corp
New Hampshire
$802K -$480K -11,700 -33%
EVM
585
Evelyn V. Moreno
$801K -$8.21K -200 -0.8%
HPC
586
Hobart Private Capital
North Carolina
$801K -$68.3K -1,664 -7%
CCM
587
Canal Capital Management
Virginia
$792K -$105K -2,551 -10%
ICM
588
Ionic Capital Management
New York
$788K +$947K +23,093 New
Cetera Investment Advisers
589
Cetera Investment Advisers
Illinois
$785K +$139K +3,393 +12%
CWM
590
Chesapeake Wealth Management
Virginia
$780K +$2.46K +60 +0.3%
PBT
591
Pictet Bank & Trust
Bahamas
$778K
RCA
592
Resonant Capital Advisors
Wisconsin
$763K +$19.6K +477 +2%
IFG
593
Independent Financial Group
California
$762K +$917K +22,339 New
AW
594
Alpha Windward
Massachusetts
$759K -$369K -8,992 -29%
PA
595
Pinnacle Associates
New York
$759K +$11.3K +275 +1%
MBT
596
Montecito Bank & Trust
California
$753K -$142K -3,473 -14%
RT
597
Rockland Trust
Massachusetts
$752K +$1.19K +29 +0.1%
SAM
598
Smithbridge Asset Management
Pennsylvania
$751K -$32.8K -800 -4%
CMO
599
Covenant Multifamily Offices
Texas
$746K -$640K -15,605 -42%
SQA
600
Simon Quick Advisors
New Jersey
$742K -$157K -3,833 -15%

EEM Hedge Fund Activity: Q1 2020 in Review

1,144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2020, worth a combined $15.8B — down 32% from $23.2B a quarter earlier.

Sellers outnumbered buyers: 263 funds closed out of EEM and 101 opened new positions — a net loss of 162 holders — while 561 trimmed existing stakes and 318 added.

The largest buyer was Susquehanna International Group, adding an estimated $294M. The largest seller was Morgan Stanley, cutting an estimated $356M.

  • 1,144 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2020, down from 1,323 in Q4 2019.
  • Funds reported $15.8B of iShares MSCI Emerging Markets ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 101 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2020 and 263 closed out, a net change of -162 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $294M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2020 was Morgan Stanley, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2020.