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iShares MSCI Emerging Markets ETF

1,313 hedge funds and large institutions have $17B invested in iShares MSCI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 407 increasing their positions, 516 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 106

13.04% more ownership

Funds ownership: 82.06%95.1% (+13%)

9% more capital invested

Capital invested by funds: $15.5B → $17B (+$1.47B)

3% more funds holding

Funds holding: 1,2761,313 (+37)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

16% less call options, than puts

Call options by funds: $8.15B | Put options by funds: $9.74B

21% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 516

Holders
1,313
Holders Change
+37
Holders Change %
+2.9%
% of All Funds
19.14%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
166
Increased
407
Reduced
516
Closed
106
Calls
$8.15B
Puts
$9.74B
Net Calls
-$1.59B
Net Calls Change
-$1.11B
Name Holding Trade Value Shares
Change
Change in
Stake
COI
51
Connable Office Inc
Michigan
$44.6M -$3.62M -93,825 -8%
CIBC Private Wealth Group
52
CIBC Private Wealth Group
Georgia
$43.8M -$1.49M -38,530 -3%
M&T Bank
53
M&T Bank
New York
$43.6M -$2.87M -74,394 -6%
Northern Trust
54
Northern Trust
Illinois
$43.4M -$1.26M -32,721 -3%
Ameriprise
55
Ameriprise
Minnesota
$42.9M +$2.44M +63,269 +7%
MIH
56
Meitav Investment House
Israel
$42.6M -$4.48M -116,139 -10%
Tudor Investment Corp
57
Tudor Investment Corp
Connecticut
$40.2M +$38.6M +1,000,000 New
Truist Financial
58
Truist Financial
North Carolina
$39.2M +$106K +2,745 +0.3%
RJA
59
Raymond James & Associates
Florida
$36.7M +$2.56M +66,266 +8%
Corient Private Wealth
60
Corient Private Wealth
Florida
$36.6M -$2.3M -59,502 -6%
Creative Planning
61
Creative Planning
Kansas
$36.2M -$1.53M -39,632 -4%
VMPIC
62
Varma Mutual Pension Insurance Co
Finland
$33.4M
DCM
63
Dupont Capital Management
Delaware
$33M +$2.62M +67,913 +9%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$31.6M -$951K -24,636 -3%
Stifel Financial
65
Stifel Financial
Missouri
$29.3M +$2.4M +62,251 +9%
JHU
66
Johns Hopkins University
Maryland
$28.6M -$2.01M -51,946 -7%
TC
67
Trust Company
Kansas
$28.1M -$2.21M -57,282 -8%
HNB
68
Huntington National Bank
Ohio
$25.2M
PWA
69
Provenance Wealth Advisors
Florida
$24.3M -$395K -10,239 -2%
Osaic Holdings
70
Osaic Holdings
Arizona
$24.2M -$6.43M -166,660 -22%
MML Investors Services
71
MML Investors Services
Massachusetts
$24.1M -$1.38M -35,753 -6%
Acadian Asset Management
72
Acadian Asset Management
Massachusetts
$23.6M +$1.87M +48,466 +9%
Deutsche Bank
73
Deutsche Bank
Germany
$23.5M +$4.22M +109,301 +23%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$23.3M -$710K -18,390 -3%
Comerica Bank
75
Comerica Bank
Texas
$23.3M +$93.8K +2,429 +0.4%

EEM Hedge Fund Activity: Q4 2023 in Review

1,313 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2023, worth a combined $17B — up 9.5% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new EEM positions and 106 closed out — a net gain of 60 holders — while 407 added to existing stakes and 516 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.36B. The largest seller was National Bank of Canada, cutting an estimated $483M.

  • 1,313 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $17B of iShares MSCI Emerging Markets ETF stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 166 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2023 and 106 closed out, a net change of +60 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.36B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2023 was National Bank of Canada, an estimated $483M sold.

Based on aggregated 13F filings for Q4 2023.