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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
SCM
851
Shelton Capital Management
Colorado
$532K -$15K -350 -3%
CBFP
852
Cedar Brook Financial Partners
Ohio
$530K +$9.14K +213 +2%
UWPG
853
Ullmann Wealth Partners Group
Florida
$523K -$72.2K -1,681 -13%
SIC
854
Sigma Investment Counselors
Michigan
$523K -$25.8K -600 -5%
SKK
855
Shepherd Kaplan Krochuk
Massachusetts
$521K -$156K -3,625 -24%
CWP
856
CFM Wealth Partners
Texas
$520K +$486K +11,322 New
CDH
857
Charles D. Hyman
$519K
SCI
858
S&CO Inc
Massachusetts
$515K
EA
859
Elm Advisors
California
$514K +$19.3K +450 +4%
RWM
860
Reston Wealth Management
Virginia
$512K -$18.5K -431 -4%
RGC
861
Roberts, Glore & Co
Illinois
$512K +$490K +11,418 New
MC
862
Moors & Cabot
Massachusetts
$511K +$38.5K +897 +8%
AWM
863
Atticus Wealth Management
Florida
$511K +$488K +11,380 New
CG
864
Cynosure Group
Utah
$507K
WLIM
865
White Lighthouse Investment Management
Massachusetts
$502K -$62K -1,444 -11%
PP
866
PDS Planning
Ohio
$502K -$6.35K -148 -1%
AWM
867
Aries Wealth Management
Maine
$502K
MMG
868
Monetary Management Group
Missouri
$499K -$15K -350 -3%
IFS
869
Ifrah Financial Services
Arkansas
$499K +$477K +11,117 New
SCM
870
Snow Capital Management
Pennsylvania
$495K -$38.6K -900 -8%
SEIA
871
Signature Estate & Investment Advisors
California
$493K
GJIC
872
Gamble Jones Investment Counsel
California
$492K +$226K +5,260 +92%
KJWM
873
Kiley Juergens Wealth Management
Washington
$491K
KCM
874
Kanawha Capital Management
Virginia
$490K -$8.37K -195 -2%
PB
875
Pinnacle Bancorp
Nebraska
$489K -$687 -16 -0.1%

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.