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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
MCM
651
Monarch Capital Management
Indiana
$1.08M -$730 -17 -0.1%
LB
652
Legacy Bridge
Iowa
$1.08M
CCA
653
Conservest Capital Advisors
Pennsylvania
$1.07M
HCP
654
Holt Capital Partners
Texas
$1.07M
WAM
655
Wealthspire Advisors (Maryland)
Maryland
$1.07M +$129 +3 +0%
EVM
656
Evelyn V. Moreno
$1.06M
CC
657
Courier Capital
New York
$1.06M -$9.36K -218 -0.9%
CSM
658
CAMG Solamere Management
North Carolina
$1.06M +$221K +5,155 +28%
WPP
659
Whalerock Point Partners
Rhode Island
$1.06M -$14.5K -338 -1%
CM
660
Cornerstone Management
Georgia
$1.05M +$663K +15,441 +197%
BSW
661
Buckingham Strategic Wealth
Missouri
$1.04M +$77.7K +1,809 +8%
JF
662
JSF Financial
California
$1.03M -$5.67K -132 -0.6%
PAS
663
Partnervest Advisory Services
California
$1.03M +$376K +8,771 +61%
TA
664
Tiedemann Advisors
New York
$1.03M -$42.1K -981 -4%
PEA
665
Pacific Edge Advisors
California
$1.03M +$142K +3,300 +17%
AIC
666
Ayalon Insurance Company
Israel
$1.03M -$25.8K -600 -3%
CT
667
Caldwell Trust
Florida
$1.02M +$980K +22,824 New
SAM
668
Smithbridge Asset Management
Pennsylvania
$1.02M -$34.3K -800 -3%
CWM
669
Chesapeake Wealth Management
Virginia
$1.02M -$4.29K -100 -0.4%
PBT
670
Pictet Bank & Trust
Bahamas
$1.02M
B
671
Brightworth
Georgia
$1.01M +$19.6K +456 +2%
MWM
672
Mission Wealth Management
California
$1.01M +$12.6K +294 +1%
EHC
673
Everett Harris & Co
California
$1.01M -$850K -19,794 -47%
AI
674
Accredited Investors
Minnesota
$997K -$8.93K -208 -0.9%
WAP
675
Wealthcare Advisory Partners
Pennsylvania
$992K -$133K -3,103 -12%

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.