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iShares MSCI Emerging Markets ETF

1,276 hedge funds and large institutions have $15.5B invested in iShares MSCI Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 325 increasing their positions, 563 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.32% more ownership

Funds ownership: 74.74%82.06% (+7.3%)

5% less call options, than puts

Call options by funds: $8.31B | Put options by funds: $8.78B

4% less funds holding

Funds holding: 1,3231,276 (-47)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

12% less capital invested

Capital invested by funds: $17.6B → $15.5B (-$2.09B)

30% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 105

42% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 563

Holders
1,276
Holders Change
-47
Holders Change %
-3.55%
% of All Funds
20.25%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
73
Increased
325
Reduced
563
Closed
105
Calls
$8.31B
Puts
$8.78B
Net Calls
-$477M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
WAL
576
W Advisors LLC
Tennessee
$954K -$238K -6,009 -19%
GA
577
GoalVest Advisory
New York
$947K +$393K +9,933 +66%
RZH
578
Relyea Zuckerberg Hanson
Connecticut
$940K -$44.4K -1,121 -4%
IAM
579
Innovis Asset Management
Illinois
$939K
AWM
580
Angeles Wealth Management
California
$938K
SWPG
581
Strategic Wealth Partners Group
Illinois
$937K -$23.1K -583 -2%
FA
582
Flagstar Advisors
New York
$936K -$68.9K -1,741 -7%
RMC
583
Regis Management Company
California
$934K
CI
584
CAZ Investments
Texas
$924K
OWA
585
Octavia Wealth Advisors
Ohio
$922K +$15.2K +384 +2%
TC
586
Tacita Capital
Ontario, Canada
$921K
Macquarie Group
587
Macquarie Group
Australia
$914K -$251K -6,349 -21%
RFO
588
RiverGlades Family Offices
Florida
$913K -$99K -2,500 -9%
EAM
589
Evanson Asset Management
California
$913K -$341K -8,615 -26%
MTIC
590
Missouri Trust & Investment Company
Missouri
$910K -$19.3K -488 -2%
GTAM
591
Global Trust Asset Management
Florida
$906K
TIM
592
Tortoise Investment Management
New York
$906K
CHA
593
Cooper/Haims Advisors
New York
$900K +$199K +5,016 +27%
GL
594
GHE LLC
Tennessee
$887K
AFAS
595
Acorn Financial Advisory Services
Virginia
$882K
FHA
596
First Horizon Advisors
Tennessee
$877K -$4K -101 -0.4%
FNBSF
597
First National Bank Sioux Falls
South Dakota
$877K +$604K +15,260 +195%
ACP
598
Arcus Capital Partners
Georgia
$876K -$518K -13,073 -36%
KPWS
599
Kestra Private Wealth Services
Texas
$876K -$25.2K -636 -3%
SCA
600
St. Clair Advisors
Ohio
$875K +$131K +3,312 +17%

EEM Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2023, worth a combined $15.5B — down 12% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of EEM and 73 opened new positions — a net loss of 32 holders — while 563 trimmed existing stakes and 325 added.

The largest buyer was Bluefin Capital Management, adding an estimated $384M. The largest seller was BlackRock, cutting an estimated $470M.

  • 1,276 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2023, down from 1,323 in Q2 2023.
  • Funds reported $15.5B of iShares MSCI Emerging Markets ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2023 and 105 closed out, a net change of -32 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2023 was Bluefin Capital Management, an estimated $384M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2023 was BlackRock, an estimated $470M sold.

Based on aggregated 13F filings for Q3 2023.