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iShares MSCI Emerging Markets ETF

1,276 hedge funds and large institutions have $15.5B invested in iShares MSCI Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 325 increasing their positions, 563 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.32% more ownership

Funds ownership: 74.74%82.06% (+7.3%)

5% less call options, than puts

Call options by funds: $8.31B | Put options by funds: $8.78B

4% less funds holding

Funds holding: 1,3231,276 (-47)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

12% less capital invested

Capital invested by funds: $17.6B → $15.5B (-$2.09B)

30% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 105

42% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 563

Holders
1,276
Holders Change
-47
Holders Change %
-3.55%
% of All Funds
20.25%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
73
Increased
325
Reduced
563
Closed
105
Calls
$8.31B
Puts
$8.78B
Net Calls
-$477M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
776
Palumbo Wealth Management
New York
$492K -$465K -11,741 -48%
PFBT
777
Parkside Financial Bank & Trust
Missouri
$492K +$43.6K +1,100 +9%
JIR
778
James Investment Research
Ohio
$491K -$19.8K -500 -4%
TPCW
779
TD Private Client Wealth
New York
$491K -$128K -3,224 -20%
SWA
780
Sax Wealth Advisors
New Jersey
$486K -$29.7K -750 -6%
KIG
781
Kowal Investment Group
Wisconsin
$486K +$158K +3,994 +45%
CT
782
Coastline Trust
Rhode Island
$483K +$65.5K +1,653 +15%
TCOV
783
Trust Company of Vermont
Vermont
$481K -$12.9K -325 -2%
FIA
784
Foundations Investment Advisors
Arizona
$478K -$310K -7,820 -38%
FCCM
785
First City Capital Management
Georgia
$477K -$3.17K -80 -0.6%
DA
786
DCF Advisers
Connecticut
$474K
SB
787
Sunflower Bank
Texas
$473K -$4.95K -125 -1%
MPW
788
MA Private Wealth
California
$467K -$79 -2 -0%
CCP
789
Clarkston Capital Partners
Michigan
$465K
NCM
790
Narwhal Capital Management
Georgia
$465K
BCM
791
Boltwood Capital Management
California
$465K -$19.4K -490 -4%
JFG
792
JDM Financial Group
Texas
$463K -$6.18K -156 -1%
FG
793
Foster Group
Iowa
$461K
CAM
794
Carret Asset Management
New York
$459K +$9.35K +236 +2%
LNWTC
795
Laird Norton Wetherby Trust Company
Washington
$456K -$37.3K -941 -7%
CD
796
Chapin Davis
Maryland
$454K -$4.79K -121 -1%
CIM
797
Contravisory Investment Management
Massachusetts
$453K +$121K +3,068 +35%
LCGC
798
Legacy Capital Group California
California
$453K +$120K +3,041 +34%
CCG
799
Coastwise Capital Group
California
$452K +$98.5K +2,488 +26%
EWM
800
Empirical Wealth Management
Washington
$450K +$108K +2,729 +30%

EEM Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2023, worth a combined $15.5B — down 12% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of EEM and 73 opened new positions — a net loss of 32 holders — while 563 trimmed existing stakes and 325 added.

The largest buyer was Bluefin Capital Management, adding an estimated $384M. The largest seller was BlackRock, cutting an estimated $470M.

  • 1,276 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2023, down from 1,323 in Q2 2023.
  • Funds reported $15.5B of iShares MSCI Emerging Markets ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2023 and 105 closed out, a net change of -32 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2023 was Bluefin Capital Management, an estimated $384M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2023 was BlackRock, an estimated $470M sold.

Based on aggregated 13F filings for Q3 2023.