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iShares MSCI Emerging Markets ETF

1,191 hedge funds and large institutions have $20.9B invested in iShares MSCI Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 443 increasing their positions, 400 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 117

23% more funds holding in top 10

Funds holding in top 10: 92113 (+21)

11% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 400

7% more funds holding

Funds holding: 1,1111,191 (+80)

0.89% more ownership

Funds ownership: 70.11%71% (+0.89%)

4% less capital invested

Capital invested by funds: $21.7B → $20.9B (-$834M)

23% less call options, than puts

Call options by funds: $7.76B | Put options by funds: $10.1B

Holders
1,191
Holders Change
+80
Holders Change %
+7.2%
% of All Funds
26.54%
Holding in Top 10
113
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+22.83%
% of All Funds
2.52%
New
210
Increased
443
Reduced
400
Closed
117
Calls
$7.76B
Puts
$10.1B
Net Calls
-$2.3B
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
926
Granite Investment Advisors
New Hampshire
$292K -$12K -300 -4%
FAT
927
First American Trust
California
$292K +$299K +7,471 New
CWM
928
Catamount Wealth Management
Connecticut
$291K +$270K +6,750 New
TCM
929
Traynor Capital Management
Pennsylvania
$290K -$16.5K -412 -5%
HH
930
Hilltop Holdings
Texas
$289K -$16.4K -409 -5%
BA
931
Bristol Advisors
Pennsylvania
$289K +$296K +7,400 New
KWM
932
Kingsview Wealth Management
Oregon
$288K -$65K -1,622 -18%
NA
933
Nottingham Advisors
New York
$286K
GC
934
Grace Capital
Massachusetts
$286K +$45.3K +1,130 +18%
LFPWM
935
Leicht Financial Planning & Wealth Management
New Jersey
$285K -$405K -10,119 -58%
FPCM
936
Financial Partners Capital Management
New York
$285K -$6.01K -150 -2%
TAM
937
Taurus Asset Management
New York
$285K
WPP
938
Whalerock Point Partners
Rhode Island
$283K -$333K -8,313 -53%
JA
939
JOYN Advisors
Georgia
$282K -$280K -6,991 -49%
OWP
940
Obermeyer Wealth Partners
Colorado
$282K +$289K +7,212 New
WCM
941
Wealthcare Capital Management
Virginia
$281K -$237K -5,928 -45%
MC
942
Moors & Cabot
Massachusetts
$281K +$16.1K +401 +6%
WP
943
WealthShield Partners
North Carolina
$280K -$9.77K -244 -3%
IWC
944
Integrated Wealth Concepts
Massachusetts
$280K +$2.88K +72 +1%
IIC
945
Ironwood Investment Counsel
Arizona
$278K
MMHP
946
Murphy Middleton Hinkle & Parker
Georgia
$278K +$40 +1 +0%
LWANC
947
Laurel Wealth Advisors (North Carolina)
North Carolina
$278K +$285K +7,110 New
BFM
948
Boothbay Fund Management
New York
$278K +$285K +7,121 New
AFNAS
949
American Financial Network Advisory Services
California
$277K -$10.4K -260 -4%
CS
950
Candriam SCA
Luxembourg
$277K +$284K +7,082 New

EEM Hedge Fund Activity: Q4 2018 in Review

1,191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2018, worth a combined $20.9B — down 3.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new EEM positions and 117 closed out — a net gain of 93 holders — while 443 added to existing stakes and 400 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Lincoln National Corp, cutting an estimated $630M.

  • 1,191 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2018, up from 1,111 in Q3 2018.
  • Funds reported $20.9B of iShares MSCI Emerging Markets ETF stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 210 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2018 and 117 closed out, a net change of +93 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2018 was BlackRock, an estimated $440M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2018 was Lincoln National Corp, an estimated $630M sold.

Based on aggregated 13F filings for Q4 2018.