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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
SHJ
951
Sharkey, Howes & Javer
Colorado
$27K +$44 +1 +0.2%
CP
952
Corbenic Partners
Pennsylvania
$23K -$136K -3,098 -86%
VNA
953
Valley National Advisers
Pennsylvania
$23K
HDIM
954
Hanson & Doremus Investment Management
Vermont
$22K -$9.9K -225 -31%
PMFA
955
Plante Moran Financial Advisors
Michigan
$22K
WAS
956
WESPAC Advisors SoCal
California
$22K
CHP
957
Cable Hill Partners
Oregon
$22K +$22K +500 New
AIS
958
Accurate Investment Solutions
Pennsylvania
$21K -$110K -2,506 -85%
MCM
959
MV Capital Management
Maryland
$20K
IWMA
960
Ironwood Wealth Management (Arizona)
Arizona
$16K +$16K +364 New
RFWA
961
RPg Family Wealth Advisory
Massachusetts
$15.7K
DBT
962
Dubuque Bank & Trust
Iowa
$15K +$14.7K +335 New
PFSC
963
Peoples Financial Services Corp
Pennsylvania
$14K
M
964
MOTCO
Texas
$12K
APSP
965
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K
ECM
966
Exchange Capital Management
Michigan
$11K
IF
967
Ironwood Financial
Arizona
$11K
JAM
968
Jolley Asset Management
North Carolina
$11K
LCM
969
Liberty Capital Management
Michigan
$11K
MRCM
970
M&R Capital Management
New Jersey
$11K +$44 +1 +0.4%
PWPCM
971
Perella Weinberg Partners Capital Management
New York
$10.8K -$125K -2,831 -1%
VCM
972
Versant Capital Management
Arizona
$10K +$10.2K +232 New
SH
973
SeaTown Holdings
Singapore
$9.86K +$9.68M +220,000 New
MCIA
974
Mountain Capital Investment Advisors
Colorado
$9K
RCA
975
Rowland Carmichael Advisors
Arizona
$9K

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.