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iShares MSCI Emerging Markets ETF

993 hedge funds and large institutions have $26.6B invested in iShares MSCI Emerging Markets ETF in 2017 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 394 increasing their positions, 328 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 45

20% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 328

19% more capital invested

Capital invested by funds: $22.3B → $26.6B (+$4.33B)

8% more funds holding in top 10

Funds holding in top 10: 96104 (+8)

6.67% more ownership

Funds ownership: 67.37%74.04% (+6.7%)

6% more funds holding

Funds holding: 936993 (+57)

57% less call options, than puts

Call options by funds: $6.17B | Put options by funds: $14.5B

Holders
993
Holders Change
+57
Holders Change %
+6.09%
% of All Funds
24.75%
Holding in Top 10
104
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.33%
% of All Funds
2.59%
New
111
Increased
394
Reduced
328
Closed
45
Calls
$6.17B
Puts
$14.5B
Net Calls
-$8.34B
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
926
Cassaday & Co
Virginia
$56K -$64.9K -1,475 -54%
NIC
927
Northwest Investment Counselors
Oregon
$56K
EWM
928
Edge Wealth Management
New York
$56K +$23.8K +540 +75%
CB
929
Community Bank
New York
$54K
RFM
930
Royal Fund Management
Florida
$53K +$52.8K +1,199 New
WEC
931
Winslow Evans & Crocker
Massachusetts
$50.9K -$191K -4,338 -79%
MIP
932
Mondrian Investment Partners
United Kingdom
$47K -$65.6K -1,490 -59%
PO
933
Private Ocean
California
$47K -$14.4K -328 -24%
BTIS
934
BB&T Investment Services
North Carolina
$45K +$3.3K +75 +8%
LWA
935
Lowe Wealth Advisors
Maryland
$45K +$31.7K +720 +255%
FWM
936
Focused Wealth Management
New York
$42K +$20.4K +464 +100%
AAP
937
Arax Advisory Partners
Colorado
$41K -$7.88K -179 -16%
CPP
938
Crow Point Partners
Massachusetts
$41K +$41.1K +934 New
PR
939
Payden & Rygel
California
$40K
LA
940
Legacy Advisors
Pennsylvania
$39K +$39.2K +890 New
MWM
941
Mascoma Wealth Management
New Hampshire
$37K
TDC
942
Thompson Davis & Co
Virginia
$35K -$11K -250 -24%
PCFFS
943
Pacific Center for Financial Services
California
$35K
PFGIA
944
Patriot Financial Group Insurance Agency
Massachusetts
$33K
CFA
945
Camarda Financial Advisors
Florida
$31K
CFA
946
Carroll Financial Associates
North Carolina
$31K
CBT
947
Capital Bank & Trust
California
$29K
SFG
948
SevenBridge Financial Group
Pennsylvania
$28K
VIA
949
Vantage Investment Advisors
Pennsylvania
$28K +$7.22K +164 +36%
PK
950
Pflug Koory
Nebraska
$27K

EEM Hedge Fund Activity: Q3 2017 in Review

993 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2017, worth a combined $26.6B — up 19% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new EEM positions and 45 closed out — a net gain of 66 holders — while 394 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.66B. The largest seller was Ontario Teachers' Pension Plan Board, exiting entirely with an estimated $760M sold.

  • 993 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2017, up from 936 in Q2 2017.
  • Funds reported $26.6B of iShares MSCI Emerging Markets ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 111 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2017 and 45 closed out, a net change of +66 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2017 was Morgan Stanley, an estimated $1.66B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2017 was Ontario Teachers' Pension Plan Board, an estimated $760M sold.

Based on aggregated 13F filings for Q3 2017.