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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
WPC
751
White Pine Capital
Minnesota
$395K +$142K +3,471 +43%
SIC
752
Sigma Investment Counselors
Michigan
$392K -$6.81K -166 -1%
EA
753
Elm Advisors
California
$391K
SCI
754
S&CO Inc
Massachusetts
$391K
WCM
755
Windsor Capital Management
Arizona
$390K +$28.6K +697 +6%
AF
756
Advisornet Financial
Minnesota
$389K -$3.35M -81,605 -88%
GFS
757
GYL Financial Synergies
Connecticut
$387K -$593K -14,459 -56%
VWA
758
V Wealth Advisors
Kansas
$387K +$163K +3,984 +54%
OPS
759
Orion Portfolio Solutions
Nebraska
$386K -$31.9K -778 -6%
CAM
760
Cubic Asset Management
Massachusetts
$386K +$89.6K +2,185 +24%
JWCA
761
J.W. Cole Advisors
Florida
$384K -$1.01M -24,583 -69%
PP
762
PDS Planning
Ohio
$382K
RIL
763
Rothschild Investment LLC
Illinois
$381K -$209K -5,100 -31%
UWPG
764
Ullmann Wealth Partners Group
Florida
$380K -$21.7K -528 -5%
PCMC
765
Private Capital Management (Colorado)
Colorado
$380K +$223K +5,445 +96%
GSWM
766
Golden State Wealth Management
California
$380K +$457K +11,142 New
Betterment LLC
767
Betterment LLC
New York
$379K +$61.9K +1,508 +16%
AIC
768
Ameritas Investment Company
Nebraska
$379K +$124K +3,021 +37%
WQ
769
Wealth Quarterback
New Jersey
$376K -$15.3M -373,509 -97%
CDH
770
Charles D. Hyman
$375K -$24.6K -600 -5%
GJIC
771
Gamble Jones Investment Counsel
California
$374K
BO
772
BRR OpCo
Ohio
$368K +$54.9K +1,337 +14%
MSAM
773
Moloney Securities Asset Management
Missouri
$367K -$83.5K -2,035 -16%
C
774
Certuity
Florida
$367K +$45.1K +1,099 +11%
SKK
775
Shepherd Kaplan Krochuk
Massachusetts
$365K -$38K -925 -8%

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.