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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
JIC
826
Joel Isaacson & Co
New York
$276K
CIM
827
Contravisory Investment Management
Massachusetts
$275K +$270K +6,137 New
LF
828
Lee Financial
Texas
$269K
TG
829
TLP Group
Illinois
$266K +$262K +5,942 New
GAG
830
GM Advisory Group
New York
$264K -$13.2K -300 -5%
GJIC
831
Gamble Jones Investment Counsel
California
$264K
RGNCM
832
R.G. Niederhoffer Capital Management
New York
$264K +$260K +5,900 New
FFW
833
Fusion Family Wealth
New York
$263K +$9.9K +225 +4%
MLL
834
Moody Lynn & Lieberson
Massachusetts
$262K +$4.49K +102 +2%
WP
835
WMS Partners
Maryland
$260K -$2.11K -48 -0.8%
GIA
836
Granite Investment Advisors
New Hampshire
$258K
CCT
837
Chemung Canal Trust
New York
$255K -$212K -4,822 -46%
SQA
838
Simon Quick Advisors
New Jersey
$255K
PFA
839
Pinnacle Family Advisors
Missouri
$252K
FMII
840
Farmers & Merchants Investments Inc
Nebraska
$249K
TCOO
841
Trust Company of Oklahoma
Oklahoma
$248K
LWAC
842
Laurel Wealth Advisors (California)
California
$248K
JGUA
843
John G. Ullman & Associates
New York
$248K +$243K +5,525 New
Wealth Enhancement Advisory Services
844
Wealth Enhancement Advisory Services
Minnesota
$247K +$238K +5,409 New
PFBT
845
Parkside Financial Bank & Trust
Missouri
$244K +$8.1K +184 +4%
GKWIM
846
Gerber Kawasaki Wealth & Investment Management
California
$240K +$232K +5,277 New
CG
847
Caprock Group
Idaho
$238K +$20.7K +470 +10%
PPCM
848
Pillar Pacific Capital Management
California
$237K +$2.42K +55 +1%
Neuberger Berman Group
849
Neuberger Berman Group
New York
$235K -$1.14M -25,896 -83%
TWA
850
TCI Wealth Advisors
Arizona
$235K -$43.7K -992 -16%

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.