We are live on ! Find out more
EEM icon

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
RIM
926
Regent Investment Management
Kentucky
$214K -$41K -1,000 -14%
PWM
927
PBMares Wealth Management
Virginia
$214K
GC
928
Grace Capital
Massachusetts
$211K
B
929
Bridgeworth
Alabama
$211K +$254K +6,192 New
FANJ
930
Financial Architects (New Jersey)
New Jersey
$210K -$45.5K -1,110 -15%
MFG
931
Merit Financial Group
Georgia
$209K
GIA
932
Granite Investment Advisors
New Hampshire
$209K +$49.2K +1,200 +24%
NPA
933
Nichols & Pratt Advisers
Massachusetts
$208K -$9.89K -241 -4%
SCM
934
Smith Capital Management
Arkansas
$208K
TYCC
935
Texas Yale Capital Corp
Florida
$206K -$1.8M -43,760 -88%
LC
936
LCNB Corp
Ohio
$206K -$1.07K -26 -0.4%
FFA
937
First Foundation Advisors
California
$206K +$247K +6,027 New
AI
938
ArchPoint Investors
Florida
$205K
PPCM
939
Pillar Pacific Capital Management
California
$205K +$9.97K +243 +4%
BWM
940
BerganKDV Wealth Management
Minnesota
$205K +$54.2K +1,322 +28%
AAM
941
Autus Asset Management
Arizona
$204K -$247K -6,029 -50%
CHJWM
942
Carlton Hofferkamp & Jenks Wealth Management
Texas
$203K -$10.3K -250 -4%
WA
943
Wealth Alliance
New York
$203K +$243K +5,935 New
BHBT
944
Burke & Herbert Bank & Trust
Virginia
$202K
SHGA
945
Sand Hill Global Advisors
California
$202K
WI
946
Wintrust Investments
Illinois
$202K +$12K +292 +5%
SG Americas Securities
947
SG Americas Securities
New York
$201K -$38.7M -944,054 -99%
IF
948
IRON Financial
Illinois
$201K -$12.6K -306 -5%
WP
949
WealthShield Partners
North Carolina
$201K -$1.89K -46 -0.8%
CB
950
Community Bank
New York
$194K -$32.3K -787 -12%

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.