We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

858 hedge funds and large institutions have $19.1B invested in iShares MSCI Emerging Markets ETF in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 302 increasing their positions, 330 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 107

2.88% more ownership

Funds ownership: 70.82%73.7% (+2.9%)

1% more funds holding

Funds holding: 849858 (+9)

8% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 330

14% less capital invested

Capital invested by funds: $22.3B → $19.1B (-$3.13B)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

38% less call options, than puts

Call options by funds: $6.42B | Put options by funds: $10.4B

Holders
858
Holders Change
+9
Holders Change %
+1.06%
% of All Funds
21.45%
Holding in Top 10
75
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.67%
% of All Funds
1.88%
New
131
Increased
302
Reduced
330
Closed
107
Calls
$6.42B
Puts
$10.4B
Net Calls
-$3.99B
Net Calls Change
+$3.05B
Name Holding Trade Value Shares
Change
Change in
Stake
CB
801
Community Bank
New York
$51K -$17.3K -480 -25%
PCFFS
802
Pacific Center for Financial Services
California
$49K +$50.2K +1,391 New
CFS
803
Commonwealth Financial Services
West Virginia
$43K -$992K -27,499 -96%
LCM
804
Liberty Capital Management
Michigan
$43K -$186K -5,144 -81%
BAM
805
Bruderman Asset Management
New York
$39K
AAP
806
Arax Advisory Partners
Colorado
$39K +$39.8K +1,104 New
AA
807
Apriem Advisors
California
$37K +$37.7K +1,045 New
First Manhattan
808
First Manhattan
New York
$36K -$20.6K -570 -35%
JFA
809
JNBA Financial Advisors
Minnesota
$34K -$626K -17,356 -95%
TDC
810
Thompson Davis & Co
Virginia
$32K -$10.7K -296 -24%
IP
811
Isthmus Partners
Wisconsin
$32K
PR
812
Payden & Rygel
California
$32K
CFA
813
Carroll Financial Associates
North Carolina
$30K -$50.8K -1,407 -62%
WA
814
Winfield Associates
Ohio
$30K
AssetMark Inc
815
AssetMark Inc
California
$29K +$29K +804 +2,594%
Thrivent Financial for Lutherans
816
Thrivent Financial for Lutherans
Minnesota
$27K +$8.8K +244 +48%
ACM
817
Advent Capital Management
New York
$26K +$26.4K +731 New
CFA
818
Camarda Financial Advisors
Florida
$25K -$34.5K -957 -58%
KT
819
Kanaly Trust
Texas
$25K
CGT
820
Capital Guardian Trust
California
$23K
SHJ
821
Sharkey, Howes & Javer
Colorado
$20K +$36 +1 +0.2%
VNA
822
Valley National Advisers
Pennsylvania
$18K
MCM
823
MV Capital Management
Maryland
$18K +$2.16K +60 +13%
SIAP
824
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$18K +500 New
SFG
825
SevenBridge Financial Group
Pennsylvania
$17K

EEM Hedge Fund Activity: Q4 2016 in Review

858 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2016, worth a combined $19.1B — down 14% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new EEM positions and 107 closed out — a net gain of 24 holders — while 302 added to existing stakes and 330 trimmed.

The largest buyer was Passport Capital, opening a new position worth an estimated $664M. The largest seller was Mizuho Trust & Banking, exiting entirely with an estimated $383M sold.

  • 858 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2016, up from 849 in Q3 2016.
  • Funds reported $19.1B of iShares MSCI Emerging Markets ETF stock for Q4 2016, down 14% quarter-over-quarter.
  • 131 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2016 and 107 closed out, a net change of +24 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2016 was Passport Capital, an estimated $664M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2016 was Mizuho Trust & Banking, an estimated $383M sold.

Based on aggregated 13F filings for Q4 2016.