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iShares MSCI Emerging Markets ETF

1,323 hedge funds and large institutions have $23.2B invested in iShares MSCI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 418 increasing their positions, 457 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 59

35% more funds holding in top 10

Funds holding in top 10: 80108 (+28)

19% more capital invested

Capital invested by funds: $19.6B → $23.2B (+$3.63B)

15% more funds holding

Funds holding: 1,1531,323 (+170)

0.77% less ownership

Funds ownership: 78.05%77.27% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 457

35% less call options, than puts

Call options by funds: $8.68B | Put options by funds: $13.3B

Holders
1,323
Holders Change
+170
Holders Change %
+14.74%
% of All Funds
26.07%
Holding in Top 10
108
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35%
% of All Funds
2.13%
New
245
Increased
418
Reduced
457
Closed
59
Calls
$8.68B
Puts
$13.3B
Net Calls
-$4.67B
Net Calls Change
+$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
FA
601
Fortis Advisors
Pennsylvania
$1.31M +$114K +2,661 +10%
GPC
602
Glen Point Capital
United Kingdom
$1.31M +$1.26M +29,275 New
BAM
603
Barrett Asset Management
New York
$1.31M -$38.6K -900 -3%
RJT
604
Raymond James Trust
Florida
$1.3M -$1.01M -23,560 -45%
ATC
605
Argent Trust Co
Tennessee
$1.29M +$238K +5,539 +24%
BCWM
606
Bartlett & Co Wealth Management
Ohio
$1.29M +$152K +3,550 +14%
TIM
607
Tortoise Investment Management
New York
$1.29M -$1.29K -30 -0.1%
GA
608
GFS Advisors
Texas
$1.29M
FHB
609
First Hawaiian Bank
Hawaii
$1.29M
AIIMS
610
Analyst IMS Investment Management Services
Israel
$1.28M -$773 -18 -0.1%
CH
611
Canton Hathaway
Rhode Island
$1.28M
BWM
612
BigSur Wealth Management
Florida
$1.26M +$94.4K +2,200 +8%
Neuberger Berman Group
613
Neuberger Berman Group
New York
$1.26M -$923K -21,497 -43%
Cetera Investment Advisers
614
Cetera Investment Advisers
Illinois
$1.24M +$4.81K +112 +0.4%
SS
615
Simplicity Solutions
Minnesota
$1.24M +$1.19M +27,668 New
FNBOO
616
First National Bank of Omaha
Nebraska
$1.23M -$687 -16 -0.1%
CSIC
617
Clifford Swan Investment Counsel
California
$1.22M
BOH
618
Bank of Hawaii
Hawaii
$1.22M -$226K -5,260 -16%
TNB
619
TCF National Bank
South Dakota
$1.21M -$199K -4,641 -15%
HCM
620
Hollencrest Capital Management
California
$1.21M +$3.65K +85 +0.3%
D.E. Shaw & Co
621
D.E. Shaw & Co
New York
$1.21M
G
622
GenTrust
Florida
$1.21M -$2.4K -56 -0.2%
MLFP
623
MPS Loria Financial Planners
Illinois
$1.21M -$10.5K -245 -0.9%
CC
624
Chanos & Company
New York
$1.2M +$1.15M +26,799 New
VA
625
Valmark Advisers
Ohio
$1.2M -$80.5K -1,876 -7%

EEM Hedge Fund Activity: Q4 2019 in Review

1,323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2019, worth a combined $23.2B — up 19% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new EEM positions and 59 closed out — a net gain of 186 holders — while 418 added to existing stakes and 457 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $687M. The largest seller was Bank of America, cutting an estimated $804M.

  • 1,323 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2019, up from 1,153 in Q3 2019.
  • Funds reported $23.2B of iShares MSCI Emerging Markets ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 245 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2019 and 59 closed out, a net change of +186 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2019 was Morgan Stanley, an estimated $687M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2019 was Bank of America, an estimated $804M sold.

Based on aggregated 13F filings for Q4 2019.