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iShares MSCI Emerging Markets ETF

1,144 hedge funds and large institutions have $15.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 561 reducing their positions, and 263 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 77.27%81.61% (+4.3%)

14% less funds holding

Funds holding: 1,3231,144 (-179)

32% less capital invested

Capital invested by funds: $23.2B → $15.8B (-$7.42B)

43% less funds holding in top 10

Funds holding in top 10: 10862 (-46)

43% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 561

44% less call options, than puts

Call options by funds: $6.61B | Put options by funds: $11.9B

62% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 263

Holders
1,144
Holders Change
-179
Holders Change %
-13.53%
% of All Funds
25.21%
Holding in Top 10
62
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-42.59%
% of All Funds
1.37%
New
101
Increased
318
Reduced
561
Closed
263
Calls
$6.61B
Puts
$11.9B
Net Calls
-$5.29B
Net Calls Change
-$622M
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
676
Concourse Financial Group Securities
Alabama
$529K -$46.4K -1,131 -7%
TCPWM
677
Traverso Chambers Private Wealth Management
California
$528K
DI
678
Disciplined Investments
Oklahoma
$527K +$9.15K +223 +1%
FTC
679
Farmers Trust Company
Ohio
$526K +$58.3K +1,422 +10%
PCIA
680
Prime Capital Investment Advisors
Kansas
$525K +$8.21K +200 +1%
MHS
681
M Holdings Securities
Oregon
$525K +$45K +1,096 +8%
FMWA
682
Forvis Mazars Wealth Advisors
Missouri
$524K -$82.1K -2,000 -12%
LFA
683
Legacy Financial Advisors
Kentucky
$520K +$94.7K +2,309 +19%
DSC
684
Duncker Streett & Co
Missouri
$517K -$131K -3,200 -17%
FIM
685
Fernwood Investment Management
Massachusetts
$517K -$19.3K -470 -3%
IBOK
686
Independence Bank of Kentucky
Kentucky
$516K +$225K +5,475 +57%
1IA
687
1834 Investment Advisors
Wisconsin
$513K -$113K -2,760 -16%
WAM
688
Wealthspire Advisors (Maryland)
Maryland
$511K -$361K -8,794 -37%
WANY
689
Wealthspire Advisors (New York)
New York
$511K +$614K +14,960 New
GRP
690
Global Retirement Partners
California
$510K -$171K -4,168 -22%
GWM
691
Greenwich Wealth Management
Connecticut
$503K -$147K -3,585 -20%
SCM
692
SOL Capital Management
Maryland
$502K
TFA
693
Tobias Financial Advisors
Florida
$502K +$15.1K +368 +3%
HA
694
HYA Advisors
Missouri
$501K +$30.3K +738 +5%
CL
695
Choreo LLC
Illinois
$499K -$78.4K -1,912 -12%
WMSA
696
Weiss Multi-Strategy Advisers
New York
$497K -$17.6M -428,886 -97%
NCM
697
Narwhal Capital Management
Georgia
$497K -$785K -19,128 -57%
CT
698
Columbia Trust
Oregon
$495K +$178K +4,332 +43%
Charles Schwab
699
Charles Schwab
California
$494K +$593K +14,464 New
SCA
700
Stonebridge Capital Advisors
Minnesota
$492K

EEM Hedge Fund Activity: Q1 2020 in Review

1,144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2020, worth a combined $15.8B — down 32% from $23.2B a quarter earlier.

Sellers outnumbered buyers: 263 funds closed out of EEM and 101 opened new positions — a net loss of 162 holders — while 561 trimmed existing stakes and 318 added.

The largest buyer was Susquehanna International Group, adding an estimated $294M. The largest seller was Morgan Stanley, cutting an estimated $356M.

  • 1,144 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2020, down from 1,323 in Q4 2019.
  • Funds reported $15.8B of iShares MSCI Emerging Markets ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 101 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2020 and 263 closed out, a net change of -162 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $294M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2020 was Morgan Stanley, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2020.