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iShares MSCI Emerging Markets ETF

854 hedge funds and large institutions have $29.5B invested in iShares MSCI Emerging Markets ETF in 2013 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 314 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 66

15% more funds holding in top 10

Funds holding in top 10: 109125 (+16)

9% more funds holding

Funds holding: 780854 (+74)

2.44% more ownership

Funds ownership: 69.83%72.27% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 291

2% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$707M)

20% less call options, than puts

Call options by funds: $6.13B | Put options by funds: $7.66B

Holders
854
Holders Change
+74
Holders Change %
+9.49%
% of All Funds
24.78%
Holding in Top 10
125
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.68%
% of All Funds
3.63%
New
150
Increased
314
Reduced
291
Closed
66
Calls
$6.13B
Puts
$7.66B
Net Calls
-$1.53B
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
776
CTC Alternative Strategies
Illinois
$150K
Daiwa Securities Group
777
Daiwa Securities Group
Japan
$150K -$29.3K -700 -16%
PSI
778
Pinnacle Summer Investments
Virginia
$150K
DCMA
779
Daiwa Capital Markets America
New York
$150K +$151K +3,600 New
EK
780
Evensky & Katz
Florida
$146K +$145K +3,472 +10,850%
MPWT
781
MassMutual Private Wealth & Trust
Connecticut
$143K +$143K +3,419 New
JFGIW
782
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$142K -$20.9K -500 -13%
KTC
783
Kistler-Tiffany Companies
Pennsylvania
$138K +$1.05K +25 +0.8%
EMA
784
Efficient Market Advisors
California
$135K +$7.58K +181 +6%
NEAM
785
New England Asset Management
Connecticut
$126K +$32.9K +785 +35%
KCPG
786
Kavar Capital Partners Group
Kansas
$124K +$124K +2,972 New
CCS
787
Crosspoint Capital Strategies
California
$113K +$120K +2,871 New
ACM
788
Aviance Capital Management
Florida
$107K +$90.2K +2,154 +534%
PO
789
Private Ocean
California
$106K +$106K +2,533 New
Federated Hermes
790
Federated Hermes
Pennsylvania
$94K -$995K -23,754 -91%
LGWM
791
Litman Gregory Wealth Management
California
$92K +$91.7K +2,191 New
AA
792
Apriem Advisors
California
$89K +$335 +8 +0.4%
DBT
793
Dubuque Bank & Trust
Iowa
$88K
HCP
794
Holt Capital Partners
Texas
$86K +$86.3K +2,060 New
FM
795
Forward Management
California
$83K -$15.9M -378,987 -99%
ClearBridge Investments
796
ClearBridge Investments
New York
$83K
FIG
797
Fusion Investment Group
Pennsylvania
$83K +$83K +1,981 New
PMFA
798
Plante Moran Financial Advisors
Michigan
$74K -$169K -4,029 -69%
MAM
799
Mizuho Asset Management
Japan
$69K +$26.4K +630 +62%
First Manhattan
800
First Manhattan
New York
$67K -$130K -3,100 -66%

EEM Hedge Fund Activity: Q4 2013 in Review

854 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2013, worth a combined $29.5B — up 2.5% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new EEM positions and 66 closed out — a net gain of 84 holders — while 314 added to existing stakes and 291 trimmed.

The largest buyer was BP, opening a new position worth an estimated $863M. The largest seller was APG Asset Management, cutting an estimated $563M.

  • 854 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2013, up from 780 in Q3 2013.
  • Funds reported $29.5B of iShares MSCI Emerging Markets ETF stock for Q4 2013, up 2.5% quarter-over-quarter.
  • 150 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2013 and 66 closed out, a net change of +84 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2013 was BP, an estimated $863M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2013 was APG Asset Management, an estimated $563M sold.

Based on aggregated 13F filings for Q4 2013.