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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
HI
626
Hudock Inc
Pennsylvania
$543K -$105K -2,497 -16%
SCM
627
SCS Capital Management
Massachusetts
$542K +$178K +4,254 +49%
SC
628
Savant Capital
Illinois
$541K +$35.1K +839 +7%
CAL
629
Capital Analysts LLC
Pennsylvania
$541K +$116K +2,768 +27%
PFA
630
Pure Financial Advisors
California
$539K -$15.7K -374 -3%
PAG
631
Pinnacle Advisory Group
Maryland
$538K -$2.93K -70 -0.5%
CIS
632
Connors Investor Services
Pennsylvania
$535K
MCM
633
Munder Capital Management
Michigan
$529K +$47.7K +1,140 +10%
MWP
634
MYCIO Wealth Partners
Pennsylvania
$527K +$115K +2,747 +28%
ACM
635
Argentus Capital Management
Texas
$523K +$524K +12,507 New
WIM
636
Windhaven Investment Management
Massachusetts
$521K +$522K +12,469 New
MCWS
637
McKinley Carter Wealth Services
West Virginia
$520K -$14.7K -350 -3%
SGCA
638
Steel Grove Capital Advisors
Tennessee
$512K +$130K +3,101 +34%
BONST
639
Bank of Nova Scotia Trust
Ontario, Canada
$508K +$51.2K +1,222 +11%
RMDI
640
R.M. Davis Inc
Maine
$503K +$32.9K +785 +7%
MCA
641
Metropolitan Capital Advisors
New York
$502K
EA
642
Elm Advisors
California
$502K +$502K +12,000 New
ACM
643
Azimuth Capital Management
Michigan
$499K -$94.1K -2,247 -16%
IT
644
Independence Trust
Tennessee
$495K +$59.3K +1,415 +14%
CHC
645
City Holding Co
West Virginia
$489K +$490K +11,692 New
CAM
646
Cubic Asset Management
Massachusetts
$488K +$38.1K +910 +8%
MHS
647
M Holdings Securities
Oregon
$479K +$480K +11,454 New
UR
648
USCA RIA
Texas
$475K +$476K +11,377 New
ECAM
649
East Coast Asset Management
Massachusetts
$463K -$17.1K -408 -4%
BFG
650
Bouchey Financial Group
New York
$463K +$482K +11,499 New

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.