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iShares MSCI Emerging Markets ETF

1,191 hedge funds and large institutions have $20.9B invested in iShares MSCI Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 443 increasing their positions, 400 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 117

23% more funds holding in top 10

Funds holding in top 10: 92113 (+21)

11% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 400

7% more funds holding

Funds holding: 1,1111,191 (+80)

0.89% more ownership

Funds ownership: 70.11%71% (+0.89%)

4% less capital invested

Capital invested by funds: $21.7B → $20.9B (-$834M)

23% less call options, than puts

Call options by funds: $7.76B | Put options by funds: $10.1B

Holders
1,191
Holders Change
+80
Holders Change %
+7.2%
% of All Funds
26.54%
Holding in Top 10
113
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+22.83%
% of All Funds
2.52%
New
210
Increased
443
Reduced
400
Closed
117
Calls
$7.76B
Puts
$10.1B
Net Calls
-$2.3B
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
801
Snow Capital Management
Pennsylvania
$466K
CDH
802
Charles D. Hyman
$460K -$9.01K -225 -2%
SCM
803
Stellar Capital Management
Arizona
$460K +$174K +4,355 +59%
KJWM
804
Kiley Juergens Wealth Management
Washington
$458K -$3.4K -85 -0.7%
OC
805
Oarsman Capital
Wisconsin
$458K +$1K +25 +0.2%
PA
806
PFG Advisors
Arizona
$452K +$190K +4,742 +80%
CBFP
807
Cedar Brook Financial Partners
Ohio
$450K +$462K +11,526 New
SCI
808
S&CO Inc
Massachusetts
$448K
VCM
809
Vivaldi Capital Management
Illinois
$446K +$458K +11,424 New
BWP
810
Baldwin Wealth Partners
Massachusetts
$443K
GPWA
811
Great Point Wealth Advisors
Massachusetts
$441K +$453K +11,305 New
MIG
812
McGuire Investment Group
Rhode Island
$440K -$9.41K -235 -2%
MIM
813
Macroview Investment Management
Maryland
$437K -$99.9K -2,495 -18%
MMG
814
Monetary Management Group
Missouri
$437K +$60.1K +1,500 +15%
SIC
815
Sigma Investment Counselors
Michigan
$434K -$3K -75 -0.7%
VC
816
Vestor Capital
Illinois
$433K -$53.5K -1,335 -11%
WBG
817
Wharton Business Group
Pennsylvania
$433K +$58.1K +1,451 +15%
NCM
818
Novare Capital Management
North Carolina
$432K +$443K +11,060 New
TFCP
819
Twin Focus Capital Partners
Massachusetts
$432K +$443K +11,064 New
PCA
820
Personal Capital Advisors
California
$431K +$211K +5,262 +91%
W
821
WealthOne
New York
$430K +$441K +11,012 New
LP
822
LGL Partners
Pennsylvania
$428K +$4.21K +105 +1%
PB
823
Pinnacle Bancorp
Nebraska
$425K +$435K +10,871 New
SCM
824
Southport Capital Management
Tennessee
$424K
MIA
825
MainStreet Investment Advisors
Illinois
$423K -$7.49K -187 -2%

EEM Hedge Fund Activity: Q4 2018 in Review

1,191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2018, worth a combined $20.9B — down 3.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new EEM positions and 117 closed out — a net gain of 93 holders — while 443 added to existing stakes and 400 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Lincoln National Corp, cutting an estimated $630M.

  • 1,191 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2018, up from 1,111 in Q3 2018.
  • Funds reported $20.9B of iShares MSCI Emerging Markets ETF stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 210 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2018 and 117 closed out, a net change of +93 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2018 was BlackRock, an estimated $440M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2018 was Lincoln National Corp, an estimated $630M sold.

Based on aggregated 13F filings for Q4 2018.