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iShares MSCI Emerging Markets ETF

1,323 hedge funds and large institutions have $23.2B invested in iShares MSCI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 418 increasing their positions, 457 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 59

35% more funds holding in top 10

Funds holding in top 10: 80108 (+28)

19% more capital invested

Capital invested by funds: $19.6B → $23.2B (+$3.63B)

15% more funds holding

Funds holding: 1,1531,323 (+170)

0.77% less ownership

Funds ownership: 78.05%77.27% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 457

35% less call options, than puts

Call options by funds: $8.68B | Put options by funds: $13.3B

Holders
1,323
Holders Change
+170
Holders Change %
+14.74%
% of All Funds
26.07%
Holding in Top 10
108
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35%
% of All Funds
2.13%
New
245
Increased
418
Reduced
457
Closed
59
Calls
$8.68B
Puts
$13.3B
Net Calls
-$4.67B
Net Calls Change
+$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
726
Integrated Advisors Network
Texas
$815K +$779K +18,156 New
WA
727
Wealth Advisors
California
$815K +$797K +18,570 New
BCIM
728
British Columbia Investment Management
British Columbia, Canada
$812K -$5.35M -124,750 -87%
NG
729
NatWest Group
United Kingdom
$811K
RCWMU
730
Rothschild & Co Wealth Management (UK)
United Kingdom
$807K -$32.1K -747 -4%
PP
731
PagnatoKarp Partners
Virginia
$806K -$6.78K -158 -0.9%
1IA
732
1834 Investment Advisors
Wisconsin
$798K -$215K -5,000 -22%
AIM
733
Acropolis Investment Management
Missouri
$797K -$407K -9,480 -35%
NPT
734
Nixon Peabody Trust
Massachusetts
$790K
SAM
735
Silvercrest Asset Management
New York
$788K -$465K -10,826 -38%
AssetMark Inc
736
AssetMark Inc
California
$784K -$87.3K -2,034 -10%
KPCM
737
Kings Point Capital Management
New York
$784K -$81.6K -1,900 -10%
Kovitz Investment Group Partners
738
Kovitz Investment Group Partners
Illinois
$783K +$20.3K +474 +3%
FMWA
739
Forvis Mazars Wealth Advisors
Missouri
$778K -$23.8K -555 -3%
DDPIC
740
Deroy & Devereaux Private Investment Counsel
Michigan
$778K -$7.04K -164 -0.9%
VWA
741
Visionary Wealth Advisors
Illinois
$778K +$744K +17,337 New
MBTD
742
Mechanics Bank - Trust Department
California
$777K -$52.6K -1,225 -7%
MAFM
743
Mid Atlantic Financial Management
Pennsylvania
$776K +$93.7K +2,183 +14%
BHB
744
Bank Hapoalim BM
Israel
$772K -$59.1K -1,378 -7%
FA
745
FDx Advisors
Illinois
$772K -$47K -1,096 -6%
TC
746
TAP Consulting
Missouri
$770K +$11.6K +270 +2%
MFM
747
Mirsky Financial Management
New York
$770K +$15.1K +351 +2%
WW
748
Westshore Wealth
California
$765K +$732K +17,046 New
EIA
749
Eldridge Investment Advisors
New Hampshire
$761K +$6.4K +149 +0.9%
IWM
750
IHT Wealth Management
Illinois
$761K +$77.4K +1,804 +12%

EEM Hedge Fund Activity: Q4 2019 in Review

1,323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2019, worth a combined $23.2B — up 19% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new EEM positions and 59 closed out — a net gain of 186 holders — while 418 added to existing stakes and 457 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $687M. The largest seller was Bank of America, cutting an estimated $804M.

  • 1,323 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2019, up from 1,153 in Q3 2019.
  • Funds reported $23.2B of iShares MSCI Emerging Markets ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 245 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2019 and 59 closed out, a net change of +186 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2019 was Morgan Stanley, an estimated $687M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2019 was Bank of America, an estimated $804M sold.

Based on aggregated 13F filings for Q4 2019.