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iShares MSCI Emerging Markets ETF

1,144 hedge funds and large institutions have $15.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 561 reducing their positions, and 263 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 77.27%81.61% (+4.3%)

14% less funds holding

Funds holding: 1,3231,144 (-179)

32% less capital invested

Capital invested by funds: $23.2B → $15.8B (-$7.42B)

43% less funds holding in top 10

Funds holding in top 10: 10862 (-46)

43% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 561

44% less call options, than puts

Call options by funds: $6.61B | Put options by funds: $11.9B

62% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 263

Holders
1,144
Holders Change
-179
Holders Change %
-13.53%
% of All Funds
25.21%
Holding in Top 10
62
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-42.59%
% of All Funds
1.37%
New
101
Increased
318
Reduced
561
Closed
263
Calls
$6.61B
Puts
$11.9B
Net Calls
-$5.29B
Net Calls Change
-$622M
Name Holding Trade Value Shares
Change
Change in
Stake
CTA
876
Colonial Trust Advisors
South Carolina
$253K -$972K -23,700 -76%
CL
877
CIM LLC
New York
$253K +$1.8K +44 +0.6%
CS
878
Cannell & Spears
New York
$251K +$68.7K +1,674 +30%
LNB
879
Ledyard National Bank
$250K -$8.21K -200 -3%
SRC
880
Sage Rhino Capital
California
$249K -$453K -11,050 -60%
AF
881
Alerus Financial
North Dakota
$249K
TAM
882
Taurus Asset Management
New York
$249K
KL
883
KWMG LLC
Kansas
$247K +$111K +2,699 +59%
CM
884
Cornerstone Management
Georgia
$246K -$660K -16,084 -69%
HL
885
HeadInvest LLC
Maine
$245K
ESB
886
Essex Savings Bank
Connecticut
$245K +$22.4K +546 +8%
CFFP
887
Center for Financial Planning
Michigan
$245K +$220K +5,373 +299%
KWM
888
Kingsview Wealth Management
Oregon
$244K -$24.9K -608 -8%
LWM
889
Lenox Wealth Management
Ohio
$243K
SFG
890
Sowa Financial Group
Rhode Island
$243K +$615 +15 +0.2%
WLIM
891
White Lighthouse Investment Management
Massachusetts
$242K -$168K -4,099 -37%
NHC
892
Nicholas Hoffman & Company
Georgia
$242K
BCM
893
Brookstone Capital Management
Illinois
$241K -$2.29M -55,900 -89%
MMHP
894
Murphy Middleton Hinkle & Parker
Georgia
$240K -$3.28K -80 -1%
ASA
895
Armstrong Shaw Associates
Connecticut
$239K
AWM
896
Altium Wealth Management
New York
$237K -$109K -2,660 -28%
BBHC
897
Brown Brothers Harriman & Co
New York
$237K +$29.3K +713 +11%
CWP
898
Capital Wealth Planning
Florida
$235K -$10.4K -254 -4%
FPCM
899
Financial Partners Capital Management
New York
$235K +$282K +6,875 New
RW
900
REDW Wealth
New Mexico
$234K -$75.5K -1,841 -21%

EEM Hedge Fund Activity: Q1 2020 in Review

1,144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2020, worth a combined $15.8B — down 32% from $23.2B a quarter earlier.

Sellers outnumbered buyers: 263 funds closed out of EEM and 101 opened new positions — a net loss of 162 holders — while 561 trimmed existing stakes and 318 added.

The largest buyer was Susquehanna International Group, adding an estimated $294M. The largest seller was Morgan Stanley, cutting an estimated $356M.

  • 1,144 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2020, down from 1,323 in Q4 2019.
  • Funds reported $15.8B of iShares MSCI Emerging Markets ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 101 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2020 and 263 closed out, a net change of -162 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $294M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2020 was Morgan Stanley, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2020.