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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
CAG
801
Crestwood Advisors Group
Massachusetts
$309K +$303K +6,886 New
SFG
802
StrategIQ Financial Group
Indiana
$305K -$17.5K -398 -6%
MIP
803
Marietta Investment Partners
Wisconsin
$305K
LNWWM
804
Laird Norton Wetherby Wealth Management
California
$304K +$299K +6,786 New
CA
805
Cullinan Associates
Kentucky
$303K +$3.96K +90 +1%
HHAM
806
HITE Hedge Asset Management
Massachusetts
$302K
DIA
807
Denver Investment Advisors
Colorado
$302K +$1.98K +45 +0.7%
AOWM
808
Alpha Omega Wealth Management
Virginia
$302K +$19.4K +440 +7%
WAM
809
Wolverine Asset Management
Illinois
$301K +$25.9K +589 +10%
FA
810
FCG Advisors
New Jersey
$300K -$134K -3,050 -31%
PA
811
Probity Advisors
Texas
$298K -$86K -1,954 -23%
CWM
812
Cornerstone Wealth Management
Missouri
$291K -$9.38K -213 -3%
GP
813
Geneva Partners
Wisconsin
$291K +$286K +6,500 New
AF
814
Allworth Financial
California
$289K
CCA
815
Cobblestone Capital Advisors
New York
$288K -$2.42K -55 -0.8%
BJ
816
Brouwer & Janachowski
California
$287K
PFO
817
Pathstone Family Office
New Jersey
$286K -$241K -5,478 -46%
NA
818
Nottingham Advisors
New York
$286K +$7.26K +165 +3%
ATC
819
Argent Trust Co
Tennessee
$286K +$281K +6,386 New
OFG
820
Oxford Financial Group
Indiana
$286K +$281K +6,388 New
MIH
821
Madison Investment Holdings
Wisconsin
$283K +$53K +1,204 +24%
TB
822
Terril Brothers
Missouri
$282K
MMG
823
Monetary Management Group
Missouri
$280K
SFP
824
Shepherd Financial Partners
Massachusetts
$277K +$267K +6,068 New
TCCM
825
Timber Creek Capital Management
Massachusetts
$276K -$1.32K -30 -0.5%

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.