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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
SBL
776
Sargent Bickham Lagudis
Colorado
$700K -$11.9K -278 -2%
HCA
777
Harbour Capital Advisors
Virginia
$698K -$135K -3,145 -17%
BCA
778
Bay Colony Advisors
Massachusetts
$698K +$22.7K +528 +4%
PWG
779
Private Wealth Group
Florida
$698K +$667K +15,548 New
TCPWM
780
Traverso Chambers Private Wealth Management
California
$694K
EPA
781
Element Pointe Advisors
Florida
$691K
DI
782
Disciplined Investments
Oklahoma
$683K +$653K +15,215 New
SWM
783
SeaCrest Wealth Management
New York
$682K -$162K -3,767 -20%
PCIA
784
Prime Capital Investment Advisors
Kansas
$681K -$5.84M -136,074 -90%
MHP
785
Manatuck Hill Partners
Connecticut
$673K +$644K +15,000 New
PHS
786
Pekin Hardy Strauss
Illinois
$670K
RMC
787
Regis Management Company
California
$668K
CCFM
788
Clear Creek Financial Management
Washington
$665K +$148K +3,450 +31%
SL
789
Stevard LLC
Illinois
$663K +$634K +14,770 New
SCM
790
SOL Capital Management
Maryland
$660K -$98.3K -2,289 -13%
WTFG
791
Wells Trecaso Financial Group
Ohio
$660K
SC
792
Solstein Capital
California
$655K +$627K +14,600 New
GC
793
Garde Capital
Washington
$652K +$67.4K +1,570 +12%
VCM
794
Vivaldi Capital Management
Illinois
$648K +$1.29K +30 +0.2%
SCA
795
Stonebridge Capital Advisors
Minnesota
$647K
TFA
796
Tobias Financial Advisors
Florida
$643K +$616K +14,346 New
MHS
797
M Holdings Securities
Oregon
$641K -$73.2K -1,706 -11%
LWCFA
798
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$639K
VWM
799
Valley Wealth Managers
New Jersey
$638K
TT
800
TI-Trust
Illinois
$638K +$610K +14,211 New

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.