We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

1,276 hedge funds and large institutions have $15.5B invested in iShares MSCI Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 325 increasing their positions, 563 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.32% more ownership

Funds ownership: 74.74%82.06% (+7.3%)

5% less call options, than puts

Call options by funds: $8.31B | Put options by funds: $8.78B

4% less funds holding

Funds holding: 1,3231,276 (-47)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

12% less capital invested

Capital invested by funds: $17.6B → $15.5B (-$2.09B)

30% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 105

42% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 563

Holders
1,276
Holders Change
-47
Holders Change %
-3.55%
% of All Funds
20.25%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
73
Increased
325
Reduced
563
Closed
105
Calls
$8.31B
Puts
$8.78B
Net Calls
-$477M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
951
Montag & Caldwell
Georgia
$282K +$8.91K +225 +3%
FCBT
952
First Citizens Bank & Trust
North Carolina
$281K -$30.2K -762 -9%
BB
953
Berkshire Bank
Massachusetts
$280K -$19K -480 -6%
MMHP
954
Murphy Middleton Hinkle & Parker
Georgia
$280K
AFG
955
AFS Financial Group
Maryland
$280K
Credit Agricole
956
Credit Agricole
France
$280K
HI
957
Hudock Inc
Pennsylvania
$279K -$18.3K -461 -6%
SRC
958
Sage Rhino Capital
California
$278K
WS
959
Wedbush Securities
California
$278K -$494K -12,488 -63%
CC
960
Courier Capital
New York
$277K -$711K -17,946 -71%
PCMC
961
Private Capital Management (Colorado)
Colorado
$275K
PCA
962
Peddock Capital Advisors
Massachusetts
$273K -$65.2K -1,647 -19%
TFGT
963
TS Financial Group (TSFG)
Illinois
$272K
BCV
964
Banque Cantonale Vaudoise
Switzerland
$270K
DP
965
Dearborn Partners
Illinois
$267K
FFM
966
Forum Financial Management
Illinois
$267K -$13.3K -337 -5%
MC
967
Middleton & Co
Massachusetts
$266K -$159K -4,020 -36%
AF
968
Advisornet Financial
Minnesota
$266K -$45.7K -1,154 -14%
RPCONE
969
Retirement Planning Company of New England
Rhode Island
$266K -$42.1K -1,064 -13%
NHC
970
Nicholas Hoffman & Company
Georgia
$265K
FH
971
FWG Holdings
Florida
$264K +$4.95K +125 +2%
FFS
972
Founders Financial Securities
Maryland
$261K -$6.02K -152 -2%
SFMG
973
Sage Financial Management Group
Virginia
$261K +$273K +6,884 New
WP
974
WMS Partners
Maryland
$253K
PA
975
Pinnacle Associates
New York
$250K

EEM Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2023, worth a combined $15.5B — down 12% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of EEM and 73 opened new positions — a net loss of 32 holders — while 563 trimmed existing stakes and 325 added.

The largest buyer was Bluefin Capital Management, adding an estimated $384M. The largest seller was BlackRock, cutting an estimated $470M.

  • 1,276 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2023, down from 1,323 in Q2 2023.
  • Funds reported $15.5B of iShares MSCI Emerging Markets ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2023 and 105 closed out, a net change of -32 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2023 was Bluefin Capital Management, an estimated $384M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2023 was BlackRock, an estimated $470M sold.

Based on aggregated 13F filings for Q3 2023.