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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
VAM
901
Visionary Asset Management
Texas
$321K +$1.27K +26 +0.4%
SCM
902
Sterneck Capital Management
Missouri
$320K +$539 +11 +0.2%
UAS
903
United Asset Strategies
New York
$320K +$34.1K +695 +12%
CCT
904
Chemung Canal Trust
New York
$319K -$5.39K -110 -2%
FANJ
905
Financial Architects (New Jersey)
New Jersey
$318K -$40.5K -825 -11%
BMCM
906
Bryn Mawr Capital Management
Pennsylvania
$317K +$71.6K +1,460 +29%
SFG
907
StrategIQ Financial Group
Indiana
$316K
WS
908
Wedbush Securities
California
$315K -$613K -12,504 -66%
CAGAS
909
Capital Advisory Group Advisory Services
Minnesota
$315K +$322K +6,576 New
MIP
910
Marietta Investment Partners
Wisconsin
$314K -$14.7K -300 -4%
GP
911
Geneva Partners
Wisconsin
$314K
SFPM
912
Sensible Financial Planning & Management
Massachusetts
$313K
Invesco
913
Invesco
Georgia
$311K -$19.7M -401,142 -98%
NA
914
Nottingham Advisors
New York
$310K +$2.45K +50 +0.8%
FFA
915
First Foundation Advisors
California
$310K +$28.9K +589 +10%
BJ
916
Brouwer & Janachowski
California
$309K
IWM
917
IHT Wealth Management
Illinois
$308K -$27.8K -568 -8%
CCA
918
Cobblestone Capital Advisors
New York
$308K -$2.94K -60 -0.9%
WAM
919
Wolverine Asset Management
Illinois
$306K +$57.2K +1,166 +22%
TCOO
920
Trust Company of Oklahoma
Oklahoma
$306K +$39K +795 +14%
AF
921
Allworth Financial
California
$305K -$4.9K -100 -2%
AOWM
922
Alpha Omega Wealth Management
Virginia
$304K
CWA
923
Cypress Wealth Advisors
California
$304K
TB
924
Terril Brothers
Missouri
$304K
AIM
925
Advantage Investment Management
Iowa
$301K -$466K -9,497 -60%

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.