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iShares MSCI Emerging Markets ETF

854 hedge funds and large institutions have $29.5B invested in iShares MSCI Emerging Markets ETF in 2013 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 314 increasing their positions, 291 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 66

15% more funds holding in top 10

Funds holding in top 10: 109125 (+16)

9% more funds holding

Funds holding: 780854 (+74)

2.44% more ownership

Funds ownership: 69.83%72.27% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 291

2% more capital invested

Capital invested by funds: $28.8B → $29.5B (+$707M)

20% less call options, than puts

Call options by funds: $6.13B | Put options by funds: $7.66B

Holders
854
Holders Change
+74
Holders Change %
+9.49%
% of All Funds
24.78%
Holding in Top 10
125
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+14.68%
% of All Funds
3.63%
New
150
Increased
314
Reduced
291
Closed
66
Calls
$6.13B
Puts
$7.66B
Net Calls
-$1.53B
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Change in
Stake
RTIM
901
Round Table Investment Management
North Carolina
-$497K -12,200 Closed
DAM
902
Deltec Asset Management
New York
-$489K -12,000 Closed
VAM
903
Visionary Asset Management
Texas
-$443K -10,318 Closed
PH
904
Pinnacle Holdings
Oklahoma
-$310K -7,615 Closed
YMRC
905
Yorktown Management & Research Company
Virginia
-$285K -7,000 Closed
SKK
906
Shepherd Kaplan Krochuk
Massachusetts
-$252K -6,190 Closed
VWM
907
Valley Wealth Managers
New Jersey
-$239K -5,871 Closed
Principal Financial Group
908
Principal Financial Group
Iowa
-$236K -5,800 Closed
III
909
Independent Investors Inc
New York
-$210K -5,175 Closed
NCM
910
Novare Capital Management
North Carolina
-$210K -5,141 Closed
HT
911
HighTower Trust
Texas
-$206K -5,046 Closed
FNFDCM
912
Folger Nolan Fleming Douglas Capital Management
District of Columbia
-$201K -4,920 Closed
Jones Financial Companies
913
Jones Financial Companies
Missouri
-$114K -2,790 Closed
CFSG
914
Community Financial Services Group
Vermont
-$50K -1,215 Closed
ECM
915
ETrade Capital Management
Virginia
-$9K -231 Closed
TCM
916
TD Capital Management
Tennessee
-$9K -224 Closed
WA
917
WealthTrust-Arizona
Arizona
-$7K -172 Closed
BKBG
918
BHF Kleinwort Benson Group
Belgium
-$1K -25 Closed

EEM Hedge Fund Activity: Q4 2013 in Review

854 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2013, worth a combined $29.5B — up 2.5% from $28.8B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new EEM positions and 66 closed out — a net gain of 84 holders — while 314 added to existing stakes and 291 trimmed.

The largest buyer was BP, opening a new position worth an estimated $863M. The largest seller was APG Asset Management, cutting an estimated $563M.

  • 854 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2013, up from 780 in Q3 2013.
  • Funds reported $29.5B of iShares MSCI Emerging Markets ETF stock for Q4 2013, up 2.5% quarter-over-quarter.
  • 150 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2013 and 66 closed out, a net change of +84 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2013 was BP, an estimated $863M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2013 was APG Asset Management, an estimated $563M sold.

Based on aggregated 13F filings for Q4 2013.