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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
WA
601
Waddell & Associates
Tennessee
$874K -$990 -25 -0.1%
TFCP
602
Twin Focus Capital Partners
Massachusetts
$874K
EVM
603
Evelyn V. Moreno
$874K
WMSA
604
Weiss Multi-Strategy Advisers
New York
$873K -$1.86M -46,937 -67%
S
605
SignatureFD
Georgia
$872K -$636K -16,050 -41%
AT
606
American Trust
Kentucky
$872K +$596K +15,056 +190%
DWP
607
Daymark Wealth Partners
Ohio
$867K +$377K +9,528 +72%
BONH
608
Bank of New Hampshire
New Hampshire
$865K -$4.95K -125 -0.5%
AFS
609
AFG Fiduciary Services
Massachusetts
$855K
BA
610
Bridgewater Advisors
New York
$853K -$67.1K -1,695 -7%
NSIM
611
North Star Investment Management
Illinois
$851K -$154K -3,877 -15%
TAM
612
Tocqueville Asset Management
New York
$849K -$18.4K -465 -2%
CPA
613
Cardiff Park Advisors
California
$844K -$448K -11,321 -34%
WB
614
Webster Bank
Connecticut
$841K -$14K -353 -2%
Belvedere Trading
615
Belvedere Trading
Illinois
$840K +$876K +22,133 New
CGA
616
Crescent Grove Advisors
Illinois
$837K
Kayne Anderson Rudnick Investment Management
617
Kayne Anderson Rudnick Investment Management
California
$832K +$27K +681 +3%
MPPLM
618
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$826K -$845K -21,344 -50%
KFP
619
KMG Fiduciary Partners
Ohio
$820K -$30.4K -769 -3%
PF
620
Phoenix Financial
Israel
$816K +$64.1K +1,619 +8%
JFG
621
Jefferies Financial Group
New York
$810K -$666K -16,832 -44%
MWM
622
Mission Wealth Management
California
$803K -$17.3K -436 -2%
AP
623
Appleton Partners
Massachusetts
$801K -$2.65K -67 -0.3%
CAG
624
Crestwood Advisors Group
Massachusetts
$800K -$48.1K -1,216 -5%
NCG
625
Newport Capital Group
New Jersey
$798K -$30.6K -774 -4%

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.