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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
ACI
701
AMP Capital Investors
Australia
$731K
FIAS
702
FinTrust Investment Advisory Services
South Carolina
$725K -$40.2K -820 -5%
MHS
703
M Holdings Securities
Oregon
$718K +$123K +2,515 +20%
CC
704
Centiva Capital
New York
$711K +$722K +14,722 New
MWM
705
Mission Wealth Management
California
$709K -$104K -2,120 -13%
ZIM
706
Zacks Investment Management
Illinois
$703K -$19.4K -395 -3%
Thrivent Financial for Lutherans
707
Thrivent Financial for Lutherans
Minnesota
$700K -$67.5K -1,376 -9%
NCM
708
Narwhal Capital Management
Georgia
$698K -$369K -7,534 -34%
JA
709
JOYN Advisors
Georgia
$696K -$1.32K -27 -0.2%
PP
710
PagnatoKarp Partners
Virginia
$695K -$197K -4,028 -22%
CSM
711
CAMG Solamere Management
North Carolina
$694K +$20K +407 +3%
CA
712
Cynosure Advisors
Utah
$690K
KCM
713
Kanawha Capital Management
Virginia
$689K -$54.9K -1,120 -7%
LWCFA
714
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$687K
P3I
715
Progeny 3 Inc
Washington
$684K
BCM
716
BTC Capital Management
Iowa
$680K +$690K +14,067 New
VDFA
717
Vickerman & Driscoll Financial Advisors
Washington
$679K -$19.4K -396 -3%
SG
718
StoneX Group
New York
$679K +$324K +6,615 +89%
CBN
719
Cadence Bank NA
Texas
$677K
AB
720
Atlas Brown
Kentucky
$676K +$33.6K +685 +5%
DAM
721
Deltec Asset Management
New York
$676K +$169K +3,440 +33%
SFA
722
Sequoia Financial Advisors
Ohio
$673K +$166K +3,386 +32%
GC
723
Garde Capital
Washington
$672K -$30.9K -631 -4%
MCM
724
Maple Capital Management
Vermont
$670K -$52.6K -1,073 -7%
APCM
725
Alaska Permanent Capital Management
Alaska
$669K

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.