We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

858 hedge funds and large institutions have $19.1B invested in iShares MSCI Emerging Markets ETF in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 302 increasing their positions, 330 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 107

2.88% more ownership

Funds ownership: 70.82%73.7% (+2.9%)

1% more funds holding

Funds holding: 849858 (+9)

8% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 330

14% less capital invested

Capital invested by funds: $22.3B → $19.1B (-$3.13B)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

38% less call options, than puts

Call options by funds: $6.42B | Put options by funds: $10.4B

Holders
858
Holders Change
+9
Holders Change %
+1.06%
% of All Funds
21.45%
Holding in Top 10
75
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.67%
% of All Funds
1.88%
New
131
Increased
302
Reduced
330
Closed
107
Calls
$6.42B
Puts
$10.4B
Net Calls
-$3.99B
Net Calls Change
+$3.05B
Name Holding Trade Value Shares
Change
Change in
Stake
S
701
SignatureFD
Georgia
$278K -$374K -10,381 -57%
NPA
702
Nichols & Pratt Advisers
Massachusetts
$276K -$54.1K -1,500 -16%
OCM
703
One Capital Management
California
$272K -$1.8K -50 -0.6%
BFEC
704
Benjamin F. Edwards & Company
Missouri
$272K +$92.3K +2,558 +49%
IWMPD
705
Integrated Wealth Management (Palm Desert)
California
$272K +$123K +3,399 +78%
AFP
706
Ausdal Financial Partners
Iowa
$270K -$838K -23,221 -75%
AB
707
Atlas Brown
Kentucky
$270K
MA
708
MCF Advisors
Kentucky
$270K +$73.9K +2,048 +36%
PH
709
Pinnacle Holdings
Oklahoma
$267K
WCWM
710
Wooster Corthell Wealth Management
Connecticut
$266K
FHA
711
Flagship Harbor Advisors
Massachusetts
$265K +$263K +7,278 New
AF
712
Allworth Financial
California
$263K -$251K -6,946 -48%
SFG
713
StrategIQ Financial Group
Indiana
$263K -$16.1K -447 -6%
CCM
714
Compton Capital Management
Rhode Island
$260K -$281K -7,785 -51%
RA
715
Rational Advisors
New York
$259K +$124K +3,450 +87%
PC
716
Polar Capital
United Kingdom
$255K +$19.2K +531 +8%
HCM
717
Howland Capital Management
Massachusetts
$254K +$2.92K +81 +1%
CAPTRUST Financial Advisors
718
CAPTRUST Financial Advisors
North Carolina
$252K +$194K +5,372 +295%
HW
719
Hedeker Wealth
Illinois
$246K +$254K +7,045 +100,643%
PV
720
Private Vista
Illinois
$245K +$9.7K +269 +4%
Daiwa Securities Group
721
Daiwa Securities Group
Japan
$245K +$253K +7,000 New
BAM
722
Baring Asset Management
United Kingdom
$243K -$25.3K -700 -9%
TWA
723
TCI Wealth Advisors
Arizona
$243K +$31.1K +863 +14%
APP
724
Avantax Planning Partners
Iowa
$243K +$251K +6,947 New
RG
725
Rikoon Group
New Mexico
$242K +$229K +6,345 New

EEM Hedge Fund Activity: Q4 2016 in Review

858 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2016, worth a combined $19.1B — down 14% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new EEM positions and 107 closed out — a net gain of 24 holders — while 302 added to existing stakes and 330 trimmed.

The largest buyer was Passport Capital, opening a new position worth an estimated $664M. The largest seller was Mizuho Trust & Banking, exiting entirely with an estimated $383M sold.

  • 858 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2016, up from 849 in Q3 2016.
  • Funds reported $19.1B of iShares MSCI Emerging Markets ETF stock for Q4 2016, down 14% quarter-over-quarter.
  • 131 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2016 and 107 closed out, a net change of +24 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2016 was Passport Capital, an estimated $664M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2016 was Mizuho Trust & Banking, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2016.