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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
PFS
826
Prospera Financial Services
Texas
$423K +$61.7K +1,541 +17%
EGA
827
Eagle Global Advisors
Texas
$421K +$41.1K +1,025 +11%
SFG
828
Sage Financial Group
Pennsylvania
$420K +$431K +10,751 New
PFA
829
Paradigm Financial Advisors
Missouri
$419K +$19.6K +489 +5%
AIM
830
AMI Investment Management
Indiana
$411K -$17.4K -435 -4%
OTC
831
Opera Trading Capital
France
$410K -$20K -500 -5%
BWM
832
BT Wealth Management
Georgia
$410K +$390K +9,734 New
IWM
833
IHT Wealth Management
Illinois
$409K +$125K +3,113 +42%
CCM
834
Coe Capital Management
Illinois
$409K +$419K +10,469 New
LDFR
835
Lehman & Derafelo Financial Resources
Pennsylvania
$407K +$417K +10,414 New
ZIG
836
Zurich Insurance Group
Switzerland
$405K +$180K +4,492 +76%
BCI
837
Brinker Capital Investments
Pennsylvania
$403K +$12.5K +313 +3%
NHC
838
Nicholas Hoffman & Company
Georgia
$401K +$38.3K +955 +10%
SCM
839
Shelton Capital Management
Colorado
$400K -$16.9K -421 -4%
FUBT
840
First United Bank & Trust
Maryland
$395K -$103K -2,561 -20%
CFD
841
Creative Financial Designs
Indiana
$393K -$89.4K -2,233 -18%
EDRIA
842
Edmonds Duncan Registered Investment Advisors
Kansas
$393K +$404K +10,074 New
American Century Companies
843
American Century Companies
Missouri
$391K +$401K +10,000 New
Point72 Asset Management
844
Point72 Asset Management
Connecticut
$391K +$401K +10,000 New
SC
845
Sepio Capital
Utah
$391K +$401K +10,000 New
BPA
846
Beacon Pointe Advisors
California
$390K +$401K +10,000 New
EA
847
Elm Advisors
California
$387K
KA
848
Klingman & Associates
New York
$386K -$47.7K -1,190 -11%
PCM
849
Peak Capital Management
Colorado
$386K -$481 -12 -0.1%
TC
850
TownSquare Capital
Utah
$383K +$353K +8,816 New

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.