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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
AC
601
Abbrea Capital
California
$1.13M +$55.6K +1,135 +5%
PP
602
Prudential plc
United Kingdom
$1.12M -$2M -40,820 -64%
FIM
603
Fernwood Investment Management
Massachusetts
$1.12M +$4.9K +100 +0.4%
Cetera Investment Advisers
604
Cetera Investment Advisers
Illinois
$1.11M +$25.4K +518 +2%
SBL
605
Sargent Bickham Lagudis
Colorado
$1.11M +$51K +1,040 +5%
BC
606
Burney Company
Virginia
$1.11M +$34.4K +702 +3%
PCG
607
Private Capital Group
Connecticut
$1.1M +$32.3K +659 +3%
SAM
608
Smithbridge Asset Management
Pennsylvania
$1.09M +$4.9K +100 +0.4%
BCWM
609
Bartlett & Co Wealth Management
Ohio
$1.08M +$1.1M +22,458 New
BC
610
Bartlett & Co
Ohio
$1.08M -$115K -2,337 -9%
H
611
HoyleCohen
California
$1.08M +$53.4K +1,089 +5%
CAS
612
Cue Advisory Services
Arizona
$1.07M +$620K +12,650 +131%
RHBC
613
R.H. Bluestein & Co
Michigan
$1.07M +$34.3K +700 +3%
RWA
614
Ropes Wealth Advisors
Massachusetts
$1.06M -$122K -2,487 -10%
CAL
615
Capital Advisors Ltd
Ohio
$1.06M +$25.2K +514 +2%
PP
616
Patten & Patten
Tennessee
$1.05M +$58.8K +1,200 +6%
LNB
617
Ledyard National Bank
$1.04M +$1.72K +35 +0.2%
PCM
618
Perritt Capital Management
Illinois
$1.04M
BL
619
BFSG LLC
California
$1.04M -$369K -7,521 -26%
NPT
620
Nixon Peabody Trust
Massachusetts
$1.04M
TP
621
Truvvo Partners
New York
$1.03M +$536K +10,929 +105%
OIA
622
OneDigital Investment Advisors
Kansas
$1.02M -$85.6K -1,745 -8%
MFW
623
Meristem Family Wealth
Minnesota
$1.02M
MG
624
McCutchen Group
Washington
$1.01M
RWML
625
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$1.01M +$417K +8,500 +68%

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.