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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
AF
701
Allworth Financial
California
$492K +$251K +6,117 +74%
WS
702
Wedbush Securities
California
$489K +$58.7K +1,431 +11%
MYIA
703
Mount Yale Investment Advisors
Colorado
$486K +$15.4K +375 +3%
CIM
704
Contravisory Investment Management
Massachusetts
$483K +$216K +5,256 +59%
CBB
705
Citizens Business Bank
California
$482K +$579K +14,119 New
GPA
706
Guidance Point Advisors
Massachusetts
$479K -$4.55K -111 -0.8%
AF
707
Aldebaran Financial
$478K -$86.2K -2,100 -13%
BHB
708
Bank Hapoalim BM
Israel
$475K -$134K -3,267 -19%
MBTD
709
Mechanics Bank - Trust Department
California
$473K -$142K -3,465 -20%
BRWM
710
B. Riley Wealth Management
Tennessee
$473K -$102K -2,498 -15%
AIS
711
American Investment Services
Massachusetts
$473K -$205 -5 -0%
SFS
712
Summit Financial Strategies
Ohio
$472K +$568K +13,844 New
PJB
713
Paul John Balson
California
$468K +$562K +13,708 New
EW
714
Emerson Wealth
Michigan
$467K +$17.1K +416 +0.7%
BCM
715
BTC Capital Management
Iowa
$466K +$320K +7,811 +134%
CAM
716
Covenant Asset Management
New Jersey
$465K -$23.6K -575 -4%
CBT
717
Capital Bank & Trust
California
$465K -$3.28K -80 -0.6%
PAS
718
Partnervest Advisory Services
California
$463K -$389K -9,490 -41%
LGWM
719
Litman Gregory Wealth Management
California
$463K +$16.1K +392 +3%
DBT
720
Dubuque Bank & Trust
Iowa
$462K +$556K +13,540 New
PWA
721
Physician Wealth Advisors
Utah
$457K -$101K -2,461 -16%
AAA
722
Adams Asset Advisors
Texas
$456K +$549K +13,373 New
EP
723
Edgestream Partners
New Jersey
$453K -$2.32M -56,610 -81%
WFA
724
Wade Financial Advisory
California
$447K -$3.9K -95 -0.7%
FWC
725
First Washington Corp
Washington
$447K

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.