We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

854 hedge funds and large institutions have $29.5B invested in iShares MSCI Emerging Markets ETF in 2013 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 314 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 66

15% more funds holding in top 10

Funds holding in top 10: 109125 (+16)

9% more funds holding

Funds holding: 780854 (+74)

2.44% more ownership

Funds ownership: 69.83%72.27% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 291

2% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$707M)

20% less call options, than puts

Call options by funds: $6.13B | Put options by funds: $7.66B

Holders
854
Holders Change
+74
Holders Change %
+9.49%
% of All Funds
24.78%
Holding in Top 10
125
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.68%
% of All Funds
3.63%
New
150
Increased
314
Reduced
291
Closed
66
Calls
$6.13B
Puts
$7.66B
Net Calls
-$1.53B
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Empirical Wealth Management
Washington
$685K +$126K +3,003 +22%
NL
602
NWAM LLC
Washington
$681K -$62.3K -1,487 -8%
ICM
603
ICC Capital Management
Florida
$681K +$8.38K +200 +1%
LC
604
Lilley & Co
Michigan
$680K +$681K +16,265 New
PSUF
605
People's United Financial
Connecticut
$679K +$152K +3,641 +29%
AIP
606
Ameritas Investment Partners
Nebraska
$676K +$148K +3,531 +28%
OC
607
Oarsman Capital
Wisconsin
$664K -$12.4K -295 -2%
B
608
Bailard
California
$654K +$44K +1,050 +7%
CHA
609
Cedar Hill Associates
Illinois
$652K +$2.51K +60 +0.4%
SCM
610
Shelton Capital Management
Colorado
$648K
PWM
611
Patriot Wealth Management
Texas
$640K -$234K -5,578 -27%
BOS
612
Bingham Osborn & Scarborough
California
$637K +$6.66K +159 +1%
AHS
613
Aspiriant Holdings S3
California
$636K -$9.84K -235 -2%
IWC
614
Integrated Wealth Counsel
California
$634K +$115K +2,750 +22%
EGA
615
Eagle Global Advisors
Texas
$632K -$21.9K -522 -3%
ICOA
616
Investment Centers of America
North Dakota
$630K -$773K -18,469 -55%
DHFB
617
Dixon Hubard Feinour & Brown
Virginia
$629K -$33.5K -800 -5%
FAM
618
Forty4 Asset Management
Illinois
$618K +$620K +14,800 New
CASB
619
Cape Ann Savings Bank
Massachusetts
$612K +$220K +5,245 +56%
HC
620
Highmount Capital
New York
$606K +$607K +14,500 New
KFS
621
KMS Financial Services
Washington
$595K -$268K -6,402 -31%
HL
622
HeadInvest LLC
Maine
$586K -$191K -4,555 -25%
AA
623
Alesco Advisors
New York
$577K -$48.5K -1,159 -8%
WB
624
WesBanco Bank
West Virginia
$577K +$201K +4,793 +53%
SCM
625
SOL Capital Management
Maryland
$551K +$41.9K +1,000 +8%

EEM Hedge Fund Activity: Q4 2013 in Review

854 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2013, worth a combined $29.5B — up 2.5% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new EEM positions and 66 closed out — a net gain of 84 holders — while 314 added to existing stakes and 291 trimmed.

The largest buyer was BP, opening a new position worth an estimated $863M. The largest seller was APG Asset Management, cutting an estimated $563M.

  • 854 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2013, up from 780 in Q3 2013.
  • Funds reported $29.5B of iShares MSCI Emerging Markets ETF stock for Q4 2013, up 2.5% quarter-over-quarter.
  • 150 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2013 and 66 closed out, a net change of +84 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2013 was BP, an estimated $863M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2013 was APG Asset Management, an estimated $563M sold.

Based on aggregated 13F filings for Q4 2013.