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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
EAM
651
Evanson Asset Management
California
$880K -$59.7K -1,218 -6%
BWM
652
Baystate Wealth Management
Massachusetts
$880K +$58.9K +1,202 +7%
WTFG
653
Wells Trecaso Financial Group
Ohio
$878K +$98.1K +2,000 +12%
IC
654
InterOcean Capital
Illinois
$875K -$187K -3,811 -17%
AWM
655
AE Wealth Management
Kansas
$870K +$253K +5,170 +40%
WJA
656
Williams Jones & Associates
New York
$869K -$5.25K -107 -0.6%
AIM
657
Allen Investment Management
New York
$864K
WCM
658
Windsor Capital Management
Arizona
$858K -$76.1K -1,553 -8%
NP
659
NS Partners
United Kingdom
$855K
MYIA
660
Mount Yale Investment Advisors
Colorado
$854K +$868K +17,697 New
EFS
661
Essex Financial Services
Connecticut
$849K +$862K +17,588 New
BFM
662
Boston Financial Management
Massachusetts
$844K +$154K +3,133 +22%
HCM
663
Highbridge Capital Management
New York
$844K +$857K +17,479 New
MA
664
MCF Advisors
Kentucky
$841K +$10.4K +212 +1%
LWM
665
Lyons Wealth Management
Florida
$838K +$850K +17,345 New
CL
666
Choreo LLC
Illinois
$836K +$174K +3,555 +26%
RWMH
667
Riverpoint Wealth Management Holdings
Illinois
$834K -$16.5K -336 -2%
HI
668
Hudock Inc
Pennsylvania
$830K +$66.1K +1,348 +9%
Two Sigma Investments
669
Two Sigma Investments
New York
$826K -$2.68M -54,566 -76%
P
670
Pitcairn
Pennsylvania
$825K +$187K +3,816 +29%
BHB
671
Bank Hapoalim BM
Israel
$823K +$66.4K +1,355 +9%
RBC
672
Roble Belko & Company
Pennsylvania
$822K
EGA
673
E&G Advisors
Texas
$821K
PAM
674
Peak Asset Management
Colorado
$821K +$91.5K +1,867 +12%
BRF
675
B. Riley Financial
California
$814K +$34.9K +711 +4%

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.