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iShares MSCI Emerging Markets ETF

1,191 hedge funds and large institutions have $20.9B invested in iShares MSCI Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 443 increasing their positions, 400 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 117

23% more funds holding in top 10

Funds holding in top 10: 92113 (+21)

11% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 400

7% more funds holding

Funds holding: 1,1111,191 (+80)

0.89% more ownership

Funds ownership: 70.11%71% (+0.89%)

4% less capital invested

Capital invested by funds: $21.7B → $20.9B (-$834M)

23% less call options, than puts

Call options by funds: $7.76B | Put options by funds: $10.1B

Holders
1,191
Holders Change
+80
Holders Change %
+7.2%
% of All Funds
26.54%
Holding in Top 10
113
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+22.83%
% of All Funds
2.52%
New
210
Increased
443
Reduced
400
Closed
117
Calls
$7.76B
Puts
$10.1B
Net Calls
-$2.3B
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
726
AUA Capital Management
Pennsylvania
$643K
NCM
727
Narwhal Capital Management
Georgia
$642K +$79K +1,972 +14%
EIA
728
Eldridge Investment Advisors
New Hampshire
$640K +$46.8K +1,168 +8%
Thrivent Financial for Lutherans
729
Thrivent Financial for Lutherans
Minnesota
$637K
LWCFA
730
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$635K +$81.1K +2,025 +14%
CH
731
Canton Hathaway
Rhode Island
$630K
RBC
732
Roble Belko & Company
Pennsylvania
$627K
MG
733
McCutchen Group
Washington
$625K +$9.65K +241 +2%
SBL
734
Sargent Bickham Lagudis
Colorado
$618K -$60K -1,498 -9%
CL
735
Choreo LLC
Illinois
$615K -$89.9K -2,244 -12%
QCM
736
Quest Capital Management
Texas
$615K +$630K +15,740 New
MAFM
737
Mid Atlantic Financial Management
Pennsylvania
$612K +$628K +15,669 New
AF
738
Aldebaran Financial
$606K -$20K -500 -3%
TCPWM
739
Traverso Chambers Private Wealth Management
California
$605K +$620K +15,477 New
AWM
740
AE Wealth Management
Kansas
$603K -$356K -8,899 -37%
OIA
741
OneDigital Investment Advisors
Kansas
$602K -$84.9K -2,119 -12%
MHS
742
M Holdings Securities
Oregon
$600K -$4.17K -104 -0.7%
GWM
743
Greenwich Wealth Management
Connecticut
$599K +$16K +400 +3%
MBTD
744
Mechanics Bank - Trust Department
California
$593K -$70.7K -1,766 -10%
MA
745
Mutual Advisors
Nebraska
$592K -$300K -7,501 -33%
AB
746
Atlas Brown
Kentucky
$591K +$10.8K +269 +2%
HL
747
HeadInvest LLC
Maine
$589K +$282K +7,040 +88%
SFFS
748
Stonehage Fleming Financial Services
Jersey
$586K +$601K +15,000 New
CFG
749
Citizens Financial Group
Rhode Island
$585K +$311K +7,752 +107%
SIA
750
Starfire Investment Advisers
Michigan
$582K -$199K -4,968 -25%

EEM Hedge Fund Activity: Q4 2018 in Review

1,191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2018, worth a combined $20.9B — down 3.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new EEM positions and 117 closed out — a net gain of 93 holders — while 443 added to existing stakes and 400 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Lincoln National Corp, cutting an estimated $630M.

  • 1,191 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2018, up from 1,111 in Q3 2018.
  • Funds reported $20.9B of iShares MSCI Emerging Markets ETF stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 210 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2018 and 117 closed out, a net change of +93 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2018 was BlackRock, an estimated $440M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2018 was Lincoln National Corp, an estimated $630M sold.

Based on aggregated 13F filings for Q4 2018.