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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
PA
901
Perennial Advisors
New York
$445K -$2.79K -65 -0.7%
BFEC
902
Benjamin F. Edwards & Company
Missouri
$444K +$2.83K +66 +0.7%
GC
903
Globeflex Capital
California
$443K
PCM
904
Peak Capital Management
Colorado
$443K
LDFR
905
Lehman & Derafelo Financial Resources
Pennsylvania
$440K
AOWM
906
Alpha Omega Wealth Management
Virginia
$434K +$6.87K +160 +2%
IBOK
907
Independence Bank of Kentucky
Kentucky
$433K
AA
908
Ancora Advisors
Ohio
$433K +$3.43K +80 +0.8%
C
909
Certuity
Florida
$433K +$415K +9,659 New
Betterment LLC
910
Betterment LLC
New York
$431K -$38.8K -904 -9%
AWM
911
Altium Wealth Management
New York
$431K -$2.19K -51 -0.5%
LWANC
912
Laurel Wealth Advisors (North Carolina)
North Carolina
$429K -$4.81K -112 -1%
MFGP
913
Marshall Financial Group (Pennsylvania)
Pennsylvania
$429K
SWP
914
Summit Wealth Partners
Florida
$428K +$410K +9,549 New
CMP
915
Courage Miller Partners
Virginia
$427K +$10.2K +238 +3%
BO
916
BRR OpCo
Ohio
$424K +$43 +1 +0%
MAP
917
Managed Asset Portfolios
Michigan
$424K +$8.59K +200 +2%
CCM
918
Coe Capital Management
Illinois
$423K -$43.1K -1,005 -10%
CCP
919
Corient Capital Partners
California
$421K
WTB
920
Washington Trust Bank
Washington
$421K +$403K +9,392 New
PA
921
PFG Advisors
Arizona
$420K -$68.5K -1,597 -15%
BFM
922
Boston Financial Management
Massachusetts
$420K -$65.2K -1,518 -14%
HIIFS
923
Harel Insurance Investments & Financial Services
Israel
$418K
1WA
924
180 Wealth Advisors
Washington
$417K +$63.3K +1,475 +19%
BWM
925
Brickley Wealth Management
California
$416K

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.