We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

993 hedge funds and large institutions have $26.6B invested in iShares MSCI Emerging Markets ETF in 2017 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 394 increasing their positions, 328 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 45

20% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 328

19% more capital invested

Capital invested by funds: $22.3B → $26.6B (+$4.33B)

8% more funds holding in top 10

Funds holding in top 10: 96104 (+8)

6.67% more ownership

Funds ownership: 67.37%74.04% (+6.7%)

6% more funds holding

Funds holding: 936993 (+57)

57% less call options, than puts

Call options by funds: $6.17B | Put options by funds: $14.5B

Holders
993
Holders Change
+57
Holders Change %
+6.09%
% of All Funds
24.75%
Holding in Top 10
104
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.33%
% of All Funds
2.59%
New
111
Increased
394
Reduced
328
Closed
45
Calls
$6.17B
Puts
$14.5B
Net Calls
-$8.34B
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
776
Birinyi Associates
Connecticut
$347K +$341K +7,750 New
PV
777
Private Vista
Illinois
$345K
PNC
778
Park National Corp
Ohio
$342K
PH
779
Pinnacle Holdings
Oklahoma
$341K
CMP
780
Courage Miller Partners
Virginia
$341K -$25.9K -589 -7%
CT
781
Coastline Trust
Rhode Island
$340K -$88.9K -2,020 -21%
PIA
782
Peachtree Investment Advisors
Georgia
$339K -$6.38K -145 -2%
DPI
783
Diversified Portfolios Inc
Michigan
$336K -$57.9K -1,315 -15%
BHBT
784
Burke & Herbert Bank & Trust
Virginia
$333K
FANJ
785
Financial Architects (New Jersey)
New Jersey
$331K -$4.49K -102 -1%
GRP
786
Global Retirement Partners
California
$327K -$46K -1,045 -13%
KIA
787
KCM Investment Advisors
California
$327K -$5.72K -130 -2%
TCM
788
Traynor Capital Management
Pennsylvania
$325K -$18.8K -426 -5%
EP
789
Edgestream Partners
New Jersey
$324K -$137K -3,109 -30%
SFA
790
Sequoia Financial Advisors
Ohio
$323K +$1.98K +45 +0.6%
HCIA
791
Hochman Cole Investment Advisors
Illinois
$323K +$63.7K +1,446 +25%
PTC
792
Philadelphia Trust Company
Pennsylvania
$321K +$315K +7,155 New
VA
793
Valmark Advisers
Ohio
$318K +$11.3K +257 +4%
WCWM
794
Wooster Corthell Wealth Management
Connecticut
$317K -$14.1K -320 -4%
WI
795
Wintrust Investments
Illinois
$317K +$17.6K +400 +6%
HCM
796
Howland Capital Management
Massachusetts
$316K
CCM
797
Compton Capital Management
Rhode Island
$311K
MA
798
MCF Advisors
Kentucky
$311K +$21K +478 +7%
MC
799
Moors & Cabot
Massachusetts
$309K +$5.72K +130 +2%
SSB
800
Sandy Spring Bank
Maryland
$309K +$18.1K +411 +6%

EEM Hedge Fund Activity: Q3 2017 in Review

993 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2017, worth a combined $26.6B — up 19% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new EEM positions and 45 closed out — a net gain of 66 holders — while 394 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.66B. The largest seller was Ontario Teachers' Pension Plan Board, exiting entirely with an estimated $760M sold.

  • 993 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2017, up from 936 in Q2 2017.
  • Funds reported $26.6B of iShares MSCI Emerging Markets ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 111 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2017 and 45 closed out, a net change of +66 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2017 was Morgan Stanley, an estimated $1.66B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2017 was Ontario Teachers' Pension Plan Board, an estimated $760M sold.

Based on aggregated 13F filings for Q3 2017.