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iShares MSCI Emerging Markets ETF

1,323 hedge funds and large institutions have $23.2B invested in iShares MSCI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 418 increasing their positions, 457 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 59

35% more funds holding in top 10

Funds holding in top 10: 80108 (+28)

19% more capital invested

Capital invested by funds: $19.6B → $23.2B (+$3.63B)

15% more funds holding

Funds holding: 1,1531,323 (+170)

0.77% less ownership

Funds ownership: 78.05%77.27% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 457

35% less call options, than puts

Call options by funds: $8.68B | Put options by funds: $13.3B

Holders
1,323
Holders Change
+170
Holders Change %
+14.74%
% of All Funds
26.07%
Holding in Top 10
108
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35%
% of All Funds
2.13%
New
245
Increased
418
Reduced
457
Closed
59
Calls
$8.68B
Puts
$13.3B
Net Calls
-$4.67B
Net Calls Change
+$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
FWC
826
First Washington Corp
Washington
$587K
MYIA
827
Mount Yale Investment Advisors
Colorado
$583K
GIA
828
Gladstone Institutional Advisory
Florida
$580K +$13.8K +321 +3%
WS
829
Wedbush Securities
California
$579K +$17K +396 +3%
BAAM
830
Baker Avenue Asset Management
California
$577K -$52.7K -1,228 -9%
MSAM
831
Moloney Securities Asset Management
Missouri
$573K -$11.1K -259 -2%
EWA
832
ERTS Wealth Advisors
Michigan
$572K -$338K -7,880 -38%
IHL
833
Investment House LLC
California
$570K -$2.65M -61,765 -83%
SC
834
Stratford Consulting
Texas
$565K +$944 +22 +0.2%
EARNEST Partners
835
EARNEST Partners
Georgia
$564K
FHA
836
Flagship Harbor Advisors
Massachusetts
$561K +$17.6K +410 +3%
DWT
837
Dorsey & Whitney Trust
South Dakota
$560K -$219K -5,097 -29%
IWC
838
Integrated Wealth Concepts
Massachusetts
$557K -$6.27K -146 -1%
WBG
839
Wharton Business Group
Pennsylvania
$552K +$64.9K +1,513 +14%
EAM
840
Evanson Asset Management
California
$551K -$25.8K -600 -5%
FAT
841
First American Trust
California
$550K +$84.1K +1,959 +19%
CPA
842
Court Place Advisors
Maryland
$546K -$9.1K -212 -2%
OPS
843
Orion Portfolio Solutions
Nebraska
$543K +$519K +12,092 New
LWAC
844
Laurel Wealth Advisors (California)
California
$540K -$174K -4,053 -25%
AAM
845
Autus Asset Management
Arizona
$540K -$5.07K -118 -1%
WP
846
WealthSource Partners
California
$539K -$161K -3,741 -24%
PG
847
Proffitt & Goodson
Tennessee
$535K +$3.05K +71 +0.6%
LWIC
848
Leith Wheeler Investment Counsel
British Columbia, Canada
$534K +$511K +11,905 New
LFA
849
Legacy Financial Advisors
Kentucky
$533K +$72K +1,678 +16%
CF
850
Centaurus Financial
California
$533K +$97.7K +2,275 +24%

EEM Hedge Fund Activity: Q4 2019 in Review

1,323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2019, worth a combined $23.2B — up 19% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new EEM positions and 59 closed out — a net gain of 186 holders — while 418 added to existing stakes and 457 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $687M. The largest seller was Bank of America, cutting an estimated $804M.

  • 1,323 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2019, up from 1,153 in Q3 2019.
  • Funds reported $23.2B of iShares MSCI Emerging Markets ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 245 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2019 and 59 closed out, a net change of +186 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2019 was Morgan Stanley, an estimated $687M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2019 was Bank of America, an estimated $804M sold.

Based on aggregated 13F filings for Q4 2019.