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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
BCA
976
Bray Capital Advisors
Florida
$125K +$3.02K +70 +2%
FMII
977
Farmers & Merchants Investments Inc
Nebraska
$124K -$73.2K -1,695 -37%
CTC
978
Central Trust Company
Missouri
$123K +$12.9K +300 +12%
SFSG
979
Stearns Financial Services Group
North Carolina
$122K +$122K +2,836 New
BWA
980
Burt Wealth Advisors
Maryland
$118K
IGGA
981
Iron Gate Global Advisors
Utah
$118K +$20.5K +475 +19%
AA
982
AlphaMark Advisors
Kentucky
$112K -$2.16K -50 -2%
TPWA
983
TRUE Private Wealth Advisors
Oregon
$111K +$111K +2,575 New
BBHC
984
Brown Brothers Harriman & Co
New York
$109K
CFN
985
Cordasco Financial Network
Florida
$107K
LIA
986
LS Investment Advisors
Michigan
$107K
MUAMU
987
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$105K +$928K +21,500 New
WPW
988
Winthrop Partners - WNY
New York
$98.7K
RPG
989
Risk Paradigm Group
Texas
$98.6K -$5.18K -120 -5%
ML
990
McAdam LLC
Pennsylvania
$97K +$11.9K +275 +14%
ME
991
McIlrath & Eck
Washington
$92K -$26.9K -622 -22%
PFO
992
Pathstone Family Office
New Jersey
$89K
PMFA
993
Plante Moran Financial Advisors
Michigan
$89K
OFS
994
Orrstown Financial Services
Pennsylvania
$88K -$23.4K -541 -21%
MFW
995
Mosaic Family Wealth
Missouri
$88K -$16.1K -373 -14%
MWPCG
996
Measured Wealth Private Client Group
New Hampshire
$87K +$87.5K +2,028 New
CT
997
CPF Texas
Texas
$86K
QAM
998
QCI Asset Management
New York
$86K
TSW
999
Thompson Siegel & Walmsley
Virginia
$81K
BCM
1000
Blume Capital Management
California
$79K

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.