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iShares MSCI Emerging Markets ETF

1,144 hedge funds and large institutions have $27.8B invested in iShares MSCI Emerging Markets ETF in 2018 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 489 increasing their positions, 361 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 79

35% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 361

8% more capital invested

Capital invested by funds: $25.9B → $27.8B (+$1.98B)

2% more funds holding

Funds holding: 1,1191,144 (+25)

2.7% less ownership

Funds ownership: 67.64%64.94% (-2.7%)

3% less funds holding in top 10

Funds holding in top 10: 124120 (-4)

22% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $13.8B

Holders
1,144
Holders Change
+25
Holders Change %
+2.23%
% of All Funds
26.21%
Holding in Top 10
120
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.23%
% of All Funds
2.75%
New
117
Increased
489
Reduced
361
Closed
79
Calls
$10.8B
Puts
$13.8B
Net Calls
-$3.09B
Net Calls Change
+$3.11B
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
776
Sigma Investment Counselors
Michigan
$540K -$64.7K -1,319 -11%
Wellington Management Group
777
Wellington Management Group
Massachusetts
$540K +$158K +3,229 +41%
Members Trust
778
Members Trust
Florida
$536K +$133K +2,722 +32%
BHBT
779
Burke & Herbert Bank & Trust
Virginia
$534K +$221K +4,500 +69%
LFA
780
Legacy Financial Advisors
Kentucky
$531K
SCM
781
Southport Capital Management
Tennessee
$531K
CCA
782
Conservest Capital Advisors
Pennsylvania
$531K +$1.86K +38 +0.3%
NSIM
783
North Star Investment Management
Illinois
$531K +$25.3K +515 +5%
KIM
784
Karpus Investment Management
New York
$530K -$374K -7,635 -41%
AIM
785
AMI Investment Management
Indiana
$530K +$6.37K +130 +1%
EIA
786
Eldridge Investment Advisors
New Hampshire
$530K +$58.8K +1,200 +12%
MIM
787
MetLife Investment Management
New Jersey
$529K
CIP
788
Cornerstone Investment Partners
Georgia
$528K +$152K +3,110 +40%
S
789
SignatureFD
Georgia
$523K -$102K -2,086 -16%
AF
790
Alerus Financial
North Dakota
$516K -$15.7K -321 -3%
PFA
791
Paradigm Financial Advisors
Missouri
$513K +$6.18K +126 +1%
SCM
792
Shelton Capital Management
Colorado
$511K -$100K -2,045 -16%
CW
793
Cobiz Wealth
Colorado
$511K -$1.32K -27 -0.3%
Aristotle Capital Management
794
Aristotle Capital Management
California
$505K
OFG
795
Oxford Financial Group
Indiana
$503K +$1.23K +25 +0.2%
KWM
796
Kingsview Wealth Management
Oregon
$500K -$16.5K -337 -3%
LFR
797
Lehman Financial Resources
Pennsylvania
$494K +$1.23K +25 +0.2%
HL
798
HeadInvest LLC
Maine
$488K
KF
799
Krilogy Financial
Missouri
$488K +$3.43K +70 +0.7%
MOS
800
MGO One Seven
Ohio
$488K +$12.6K +257 +3%

EEM Hedge Fund Activity: Q1 2018 in Review

1,144 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2018, worth a combined $27.8B — up 7.7% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new EEM positions and 79 closed out — a net gain of 38 holders — while 489 added to existing stakes and 361 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.23B. The largest seller was Bridgewater Associates, cutting an estimated $1.04B.

  • 1,144 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2018, up from 1,119 in Q4 2017.
  • Funds reported $27.8B of iShares MSCI Emerging Markets ETF stock for Q1 2018, up 7.7% quarter-over-quarter.
  • 117 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2018 and 79 closed out, a net change of +38 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2018 was Morgan Stanley, an estimated $1.23B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2018 was Bridgewater Associates, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2018.