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iShares MSCI Emerging Markets ETF

1,111 hedge funds and large institutions have $21.7B invested in iShares MSCI Emerging Markets ETF in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 87

2.02% more ownership

Funds ownership: 68.09%70.11% (+2%)

1% more funds holding

Funds holding: 1,0951,111 (+16)

1% more funds holding in top 10

Funds holding in top 10: 9192 (+1)

4% more capital invested

Capital invested by funds: $21B → $21.7B (+$750M)

25% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 457

29% less call options, than puts

Call options by funds: $8.71B | Put options by funds: $12.3B

Holders
1,111
Holders Change
+16
Holders Change %
+1.46%
% of All Funds
25.4%
Holding in Top 10
92
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.1%
% of All Funds
2.1%
New
106
Increased
345
Reduced
457
Closed
87
Calls
$8.71B
Puts
$12.3B
Net Calls
-$3.63B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Change in
Stake
WSCM
951
Wellington Shields Capital Management
New York
$208K +$209K +4,850 New
PW
952
Price Wealth
Texas
$204K
OAM
953
Oxford Asset Management
United Kingdom
$201K -$418K -9,677 -68%
BCM
954
Boltwood Capital Management
California
$201K
CCM
955
Cribstone Capital Management
Maine
$192K
GP
956
Gresham Partners
Illinois
$191K +$192K +4,447 New
LWAC
957
Laurel Wealth Advisors (California)
California
$190K +$192K +4,446 New
LA
958
Legacy Advisors
Pennsylvania
$185K +$186K +4,300 New
AWA
959
Artemis Wealth Advisors
New York
$185K
LGWM
960
Litman Gregory Wealth Management
California
$178K -$145K -3,349 -45%
TL
961
TrueWealth LLC
Georgia
$176K +$1.81K +42 +1%
NL
962
NVWM LLC
Pennsylvania
$169K -$270K -6,265 -61%
PCP
963
Proficio Capital Partners
Massachusetts
$167K -$152K -3,531 -48%
PCM
964
Princeton Capital Management
New Jersey
$156K +$84.2K +1,950 +116%
AWM
965
Avior Wealth Management
Nebraska
$155K -$6.47K -150 -4%
AC
966
Avestar Capital
New York
$148K
PCM
967
Prelude Capital Management
New York
$147K +$148K +3,433 New
IWP
968
Icon Wealth Partners
Texas
$146K -$60.6K -1,403 -29%
KL
969
KWMG LLC
Kansas
$142K +$11.4K +265 +9%
CAC
970
Certified Advisory Corp
Florida
$137K -$27.2K -630 -17%
TWA
971
TCI Wealth Advisors
Arizona
$135K
SCA
972
Stuart Chaussee & Associates
California
$129K
LWA
973
Lenox Wealth Advisors
New York
$129K +$6.22K +144 +5%
CB
974
Community Bank
New York
$128K
AIM
975
Anchor Investment Management
South Carolina
$127K

EEM Hedge Fund Activity: Q3 2018 in Review

1,111 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2018, worth a combined $21.7B — up 3.6% from $21B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new EEM positions and 87 closed out — a net gain of 19 holders — while 345 added to existing stakes and 457 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $377M. The largest seller was UBS Group, cutting an estimated $231M.

  • 1,111 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2018, up from 1,095 in Q2 2018.
  • Funds reported $21.7B of iShares MSCI Emerging Markets ETF stock for Q3 2018, up 3.6% quarter-over-quarter.
  • 106 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2018 and 87 closed out, a net change of +19 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2018 was Fidelity Investments, an estimated $377M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2018 was UBS Group, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2018.