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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
GTAM
751
Global Trust Asset Management
Florida
$761K +$681K +15,865 +1,442%
LW
752
Linscomb Wealth
Texas
$754K -$2.32K -54 -0.3%
CFGS
753
Concourse Financial Group Securities
Alabama
$746K +$325K +7,568 +84%
CL
754
Choreo LLC
Illinois
$742K +$54.8K +1,276 +8%
MG
755
McCutchen Group
Washington
$738K +$14.4K +336 +2%
BRWM
756
B. Riley Wealth Management
Tennessee
$734K +$237K +5,524 +51%
MFW
757
Meristem Family Wealth
Minnesota
$732K -$37.4K -871 -5%
LPT
758
Legacy Private Trust
Wisconsin
$731K
RIL
759
Rothschild Investment LLC
Illinois
$730K -$8.97K -209 -1%
NSIM
760
North Star Investment Management
Illinois
$725K +$11.5K +268 +2%
QC
761
QCM Cayman
Texas
$724K +$692K +16,130 New
NCM
762
Noesis Capital Mangement
Florida
$723K +$692K +16,115 New
AF
763
Aldebaran Financial
$722K -$9.66K -225 -1%
OWP
764
Obermeyer Wealth Partners
Colorado
$717K +$1.63K +38 +0.2%
EFSCE
765
Enterprise Financial Services Corp (EFSC)
Missouri
$715K +$67.5K +1,572 +11%
CSIA
766
Charles Schwab Investment Advisory
California
$715K +$316K +7,351 +86%
WP
767
WealthPLAN Partners
Nebraska
$714K -$1.07M -25,038 -61%
FBB
768
Fulton Breakefield Broenniman
Maryland
$712K -$20.4K -475 -3%
TFCP
769
Twin Focus Capital Partners
Massachusetts
$711K +$43 +1 +0%
MOS
770
MGO One Seven
Ohio
$709K -$319K -7,435 -32%
PWA
771
Physician Wealth Advisors
Utah
$706K -$64.7K -1,507 -9%
SS
772
Sunbelt Securities
Texas
$704K +$234K +5,446 +17%
CI
773
Cordant Inc
Oregon
$702K +$672K +15,651 New
FIM
774
Fernwood Investment Management
Massachusetts
$701K -$20K -465 -3%
RBC
775
Roble Belko & Company
Pennsylvania
$701K -$20K -465 -3%

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.