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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
HP
876
HT Partners
Connecticut
$341K +$350K +8,733 New
BG
877
Bahl & Gaynor
Ohio
$340K -$104K -2,600 -23%
AA
878
Alesco Advisors
New York
$340K -$11.3K -283 -3%
SG
879
StoneX Group
New York
$339K -$300K -7,500 -46%
WS
880
Wedbush Securities
California
$339K +$33.1K +826 +11%
SBSB
881
Sullivan, Bruyette, Speros & Blaney
Virginia
$339K +$348K +8,678 New
WPSG
882
Wealth & Pension Services Group
Georgia
$337K -$110K -2,736 -24%
PFA
883
Pettinga Financial Advisors
Indiana
$337K +$345K +8,625 New
SXL
884
Summit X LLC
Missouri
$336K -$48.5K -1,212 -12%
BFEC
885
Benjamin F. Edwards & Company
Missouri
$334K +$3.97K +99 +1%
CSIA
886
Charles Schwab Investment Advisory
California
$334K +$343K +8,571 New
HCIA
887
Hochman Cole Investment Advisors
Illinois
$333K +$9.37K +234 +3%
MWP
888
Moller Wealth Partners
$333K +$330K +8,236 New
SCM
889
Stevens Capital Management
Pennsylvania
$332K -$1.97M -49,122 -85%
JGUA
890
John G. Ullman & Associates
New York
$332K -$16K -400 -4%
MIC
891
Means Investment Company
Maine
$331K +$339K +8,468 New
FANJ
892
Financial Architects (New Jersey)
New Jersey
$326K +$81.5K +2,034 +32%
Betterment LLC
893
Betterment LLC
New York
$326K +$334K +8,341 New
GP
894
Girard Partners
Pennsylvania
$325K +$295K +7,353 +755%
CIP
895
Cornerstone Investment Partners
Georgia
$323K -$110K -2,741 -25%
RI
896
Ridgewood Investments
New Jersey
$322K
PFA
897
Pure Financial Advisors
California
$316K +$10.2K +254 +3%
FA
898
FCG Advisors
New Jersey
$316K +$55.8K +1,393 +21%
BFA
899
Beaumont Financial Advisors
Massachusetts
$313K -$452K -11,291 -59%
CAI
900
Capital Advisors Inc
Oklahoma
$313K

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.