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iShares MSCI Emerging Markets ETF

1,144 hedge funds and large institutions have $27.8B invested in iShares MSCI Emerging Markets ETF in 2018 Q1 according to their latest regulatory filings, with 117 funds opening new positions, 489 increasing their positions, 361 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 79

35% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 361

8% more capital invested

Capital invested by funds: $25.9B → $27.8B (+$1.98B)

2% more funds holding

Funds holding: 1,1191,144 (+25)

2.7% less ownership

Funds ownership: 67.64%64.94% (-2.7%)

3% less funds holding in top 10

Funds holding in top 10: 124120 (-4)

22% less call options, than puts

Call options by funds: $10.8B | Put options by funds: $13.8B

Holders
1,144
Holders Change
+25
Holders Change %
+2.23%
% of All Funds
26.21%
Holding in Top 10
120
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.23%
% of All Funds
2.75%
New
117
Increased
489
Reduced
361
Closed
79
Calls
$10.8B
Puts
$13.8B
Net Calls
-$3.09B
Net Calls Change
+$3.11B
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
851
Flagship Harbor Advisors
Massachusetts
$386K -$12.3K -251 -3%
FPTW
852
Franklin, Parlapiano, Turner & Welch
Texas
$384K
SCM
853
Stellar Capital Management
Arizona
$384K
PAM
854
Palisade Asset Management
Minnesota
$380K
IF
855
IRON Financial
Illinois
$379K -$5.25K -107 -1%
FNBSF
856
First National Bank Sioux Falls
South Dakota
$379K
WAP
857
Wealthcare Advisory Partners
Pennsylvania
$376K -$73.3K -1,494 -16%
GC
858
Gibson Capital
Pennsylvania
$376K
MC
859
Moors & Cabot
Massachusetts
$375K +$29.4K +600 +8%
BBPWM
860
Blue Bell Private Wealth Management
Pennsylvania
$374K -$27K -550 -7%
NFC
861
Northeast Financial Consultants
Connecticut
$374K +$37.3K +761 +11%
PEA
862
Pacific Edge Advisors
California
$371K +$376K +7,675 New
SFSIG
863
San Francisco Sentry Investment Group
California
$370K +$289K +5,904 +335%
PH
864
Pinnacle Holdings
Oklahoma
$368K
HCM
865
Howland Capital Management
Massachusetts
$366K +$26.2K +535 +8%
VWA
866
V Wealth Advisors
Kansas
$359K +$138K +2,821 +60%
CHJWM
867
Carlton Hofferkamp & Jenks Wealth Management
Texas
$358K -$39.2K -800 -10%
KIA
868
KCM Investment Advisors
California
$358K
CCM
869
Crabel Capital Management
California
$356K +$361K +7,370 New
Neuberger Berman Group
870
Neuberger Berman Group
New York
$355K
SCI
871
S&CO Inc
Massachusetts
$354K +$360K +7,342 New
HCIA
872
Hochman Cole Investment Advisors
Illinois
$352K -$1.23K -25 -0.3%
TAM
873
Taurus Asset Management
New York
$352K
IIC
874
Ironwood Investment Counsel
Arizona
$351K -$437K -8,906 -55%
TCM
875
Traynor Capital Management
Pennsylvania
$351K -$28.3K -577 -7%

EEM Hedge Fund Activity: Q1 2018 in Review

1,144 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2018, worth a combined $27.8B — up 7.7% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new EEM positions and 79 closed out — a net gain of 38 holders — while 489 added to existing stakes and 361 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.23B. The largest seller was Bridgewater Associates, cutting an estimated $1.04B.

  • 1,144 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2018, up from 1,119 in Q4 2017.
  • Funds reported $27.8B of iShares MSCI Emerging Markets ETF stock for Q1 2018, up 7.7% quarter-over-quarter.
  • 117 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2018 and 79 closed out, a net change of +38 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2018 was Morgan Stanley, an estimated $1.23B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2018 was Bridgewater Associates, an estimated $1.04B sold.

Based on aggregated 13F filings for Q1 2018.