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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
LFA
951
Legacy Financial Advisors
Kentucky
$276K
EWMCB
952
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$276K +$14.8K +370 +6%
CL
953
CIM LLC
New York
$274K +$17.2K +430 +7%
TF
954
TimeScale Financial
Massachusetts
$274K +$281K +7,018 New
BCP
955
Berkeley Capital Partners
Georgia
$273K +$280K +6,980 New
KF
956
Krilogy Financial
Missouri
$271K -$40 -1 -0%
KA
957
Kovack Advisors
Florida
$271K +$38.9K +972 +16%
WCWM
958
Wooster Corthell Wealth Management
Connecticut
$270K
DPI
959
Diversified Portfolios Inc
Michigan
$270K +$3.73K +93 +1%
NC
960
Northcape Capital
Australia
$267K +$274K +6,831 New
FLA
961
Financial Life Advisors
Texas
$265K +$51K +1,272 +23%
FAN
962
Financial Advisors Network
California
$265K +$272K +6,786 New
NPA
963
Nichols & Pratt Advisers
Massachusetts
$264K -$38.1K -950 -12%
HHAM
964
HITE Hedge Asset Management
Massachusetts
$264K
MFW
965
Mosaic Family Wealth
Missouri
$264K +$182K +4,535 +204%
NPP
966
New Potomac Partners
Maryland
$264K +$271K +6,770 New
GW
967
GW & Wade
Massachusetts
$263K +$64.3K +1,604 +31%
SCM
968
Smith Capital Management
Arkansas
$263K +$269K +6,726 New
EIP
969
Ellis Investment Partners
Pennsylvania
$262K +$279K +6,973 New
HFS
970
Howard Financial Services
Texas
$260K +$266K +6,650 New
MOS
971
MGO One Seven
Ohio
$259K -$347K -8,665 -57%
DWA
972
Dougherty Wealth Advisers
Minnesota
$259K +$245K +6,112 New
FHC
973
First Heartland Consultants
Missouri
$257K -$550K -13,722 -68%
CCM
974
Compton Capital Management
Rhode Island
$257K +$8.01K +200 +3%
BCM
975
BTC Capital Management
Iowa
$256K

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.