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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
MIA
726
MainStreet Investment Advisors
Illinois
$441K +$87.1K +2,124 +20%
HCA
727
Harbour Capital Advisors
Virginia
$439K -$111K -2,700 -17%
LWCFA
728
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$438K -$57.4K -1,400 -10%
PA
729
Perennial Advisors
New York
$438K +$120K +2,928 +30%
CSM
730
CAMG Solamere Management
North Carolina
$436K -$445K -10,836 -46%
JWA
731
JFS Wealth Advisors
Pennsylvania
$435K +$85.7K +2,090 +20%
UF
732
Univest Financial
Pennsylvania
$432K +$520K +12,666 New
PB
733
Pinnacle Bancorp
Nebraska
$431K +$71.7K +1,747 +16%
EARNEST Partners
734
EARNEST Partners
Georgia
$429K
MAFM
735
Mid Atlantic Financial Management
Pennsylvania
$428K -$195K -4,753 -27%
CFD
736
Creative Financial Designs
Indiana
$428K +$376K +9,161 +272%
SFA
737
Sequoia Financial Advisors
Ohio
$426K -$32.9K -802 -6%
MC
738
Moors & Cabot
Massachusetts
$423K +$32.5K +793 +7%
NSIM
739
North Star Investment Management
Illinois
$419K -$159K -3,866 -24%
GC
740
Garde Capital
Washington
$419K -$92.2K -2,247 -15%
SCM
741
Snow Capital Management
Pennsylvania
$415K +$46.8K +1,140 +10%
IIC
742
Integrated Investment Consultants
Michigan
$414K -$1.25M -30,393 -47%
IAN
743
Integrated Advisors Network
Texas
$414K -$247K -6,025 -33%
SCM
744
Shelton Capital Management
Colorado
$414K +$10.5K +257 +2%
MAP
745
Managed Asset Portfolios
Michigan
$411K +$106K +2,590 +27%
CWM
746
Cedar Wealth Management
California
$408K +$117K +2,860 +31%
MWM
747
Modera Wealth Management
New Jersey
$404K +$485K +11,829 New
CPA
748
Court Place Advisors
Maryland
$399K -$20.5K -500 -4%
SSB
749
Sandy Spring Bank
Maryland
$398K -$304K -7,409 -39%
IWC
750
Integrated Wealth Concepts
Massachusetts
$397K -$32.5K -793 -6%

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.