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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
CAM
926
Cubic Asset Management
Massachusetts
$410K
Aristotle Capital Management
927
Aristotle Capital Management
California
$410K +$49.8K +1,160 +15%
PFA
928
Paradigm Financial Advisors
Missouri
$409K -$8.41K -196 -2%
TP
929
Tranquility Partners
Tennessee
$409K +$96.8K +2,254 +33%
CWM
930
Cedar Wealth Management
California
$408K +$2.15K +50 +0.6%
DP
931
Dearborn Partners
Illinois
$406K -$73K -1,700 -16%
PAM
932
Peninsula Asset Management
Florida
$402K
CIM
933
Contravisory Investment Management
Massachusetts
$399K -$4.29K -100 -1%
BDF
934
Balasa Dinverno & Foltz
$397K +$1.98K +46 +0.5%
OL
935
Optas LLC
Texas
$397K +$380K +8,852 New
CWM
936
Connecticut Wealth Management
Connecticut
$395K +$75.3K +1,754 +25%
CONA
937
Capital One National Association
New York
$394K +$377K +8,779 New
PCA
938
Personal Capital Advisors
California
$393K +$22.9K +534 +7%
JGUA
939
John G. Ullman & Associates
New York
$391K -$4.29K -100 -1%
RW
940
REDW Wealth
New Mexico
$390K -$4.94K -115 -1%
QCM
941
Quadrant Capital Management
New Jersey
$390K
CWM
942
CCG Wealth Management
California
$389K +$39.4K +919 +12%
SFPM
943
Sensible Financial Planning & Management
Massachusetts
$388K -$27.1K -632 -7%
EGA
944
Eagle Global Advisors
Texas
$385K +$4.51K +105 +1%
SG
945
StoneX Group
New York
$385K +$27.5K +641 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
946
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$382K -$487K -11,350 -57%
FC
947
Fulcrum Capital
Washington
$382K
NCM
948
Next Capital Management
New York
$380K -$354K -8,253 -49%
NPP
949
New Potomac Partners
Maryland
$380K
VHAM
950
Van Hulzen Asset Management
California
$378K -$61K -1,420 -14%

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.