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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
CFO
901
CVA Family Office
Colorado
$233K
FFN
902
Focus Financial Network
Minnesota
$232K -$4.84K -118 -2%
WP
903
WMS Partners
Maryland
$231K -$8.21K -200 -3%
MFGP
904
Marshall Financial Group (Pennsylvania)
Pennsylvania
$230K -$117K -2,841 -30%
HHAM
905
HITE Hedge Asset Management
Massachusetts
$230K
Verition Fund Management
906
Verition Fund Management
Connecticut
$229K -$1.06M -25,842 -79%
TSWM
907
Triangle Securities Wealth Management
North Carolina
$229K +$276K +6,720 New
STA
908
Summit Trail Advisors
New York
$228K +$274K +6,686 New
EWMCB
909
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$225K -$9.76K -238 -3%
PAIM
910
Punch & Associates Investment Management
Minnesota
$225K
PAM
911
Palisade Asset Management
Minnesota
$224K -$32.8K -800 -11%
JIC
912
Joel Isaacson & Co
New York
$224K +$53.5K +1,305 +25%
BOS
913
Bingham Osborn & Scarborough
California
$224K +$62K +1,511 +30%
DPI
914
Diversified Portfolios Inc
Michigan
$223K
IC
915
IEQ Capital
California
$223K +$268K +6,529 New
FPCG
916
Fort Pitt Capital Group
Pennsylvania
$222K -$30.7K -749 -10%
SC
917
Searle & Co
Connecticut
$222K
AWS
918
AJ Wealth Strategies
New York
$222K +$267K +6,497 New
HVIA
919
Hudson Valley Investment Advisors
New York
$221K -$19.5K -475 -7%
FA
920
FCG Advisors
New Jersey
$219K -$78.4K -1,911 -23%
Marshall Wace
921
Marshall Wace
United Kingdom
$218K -$12.4M -302,047 -98%
JCM
922
Jacobi Capital Management
Pennsylvania
$218K
WCWM
923
Wooster Corthell Wealth Management
Connecticut
$217K -$2.46K -60 -0.9%
RMDI
924
R.M. Davis Inc
Maine
$217K +$17.3K +422 +7%
BG
925
Bahl & Gaynor
Ohio
$216K +$10.1K +245 +4%

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.