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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
SCA
976
Sage Capital Advisors
South Dakota
$256K +$19.9K +498 +8%
MIP
977
Marietta Investment Partners
Wisconsin
$254K
IF
978
IRON Financial
Illinois
$253K -$66.7K -1,666 -20%
SFPM
979
Sensible Financial Planning & Management
Massachusetts
$253K
MAP
980
Managed Asset Portfolios
Michigan
$250K +$59.7K +1,490 +30%
BCM
981
Bienville Capital Management
New York
$245K +$251K +6,266 New
JCM
982
Jacobi Capital Management
Pennsylvania
$243K +$18.6K +465 +8%
CFS
983
CRA Financial Services
New Jersey
$243K +$249K +6,217 New
RMDI
984
R.M. Davis Inc
Maine
$242K +$17K +425 +7%
PNC
985
Park National Corp
Ohio
$239K -$80.5K -2,009 -25%
LWM
986
Lenox Wealth Management
Ohio
$238K -$8.69K -217 -3%
BHBT
987
Burke & Herbert Bank & Trust
Virginia
$234K -$178K -4,437 -43%
CHA
988
Cedar Hill Associates
Illinois
$233K -$51.9K -1,295 -18%
UCMOK
989
United Capital Management of KS
Kansas
$233K -$14.7K -368 -6%
ZIM
990
Zacks Investment Management
Illinois
$231K -$251K -6,259 -51%
VWA
991
V Wealth Advisors
Kansas
$229K -$6.69K -167 -3%
Wealth Enhancement Advisory Services
992
Wealth Enhancement Advisory Services
Minnesota
$229K +$40 +1 +0%
Luther King Capital Management (LKCM)
993
Luther King Capital Management (LKCM)
Texas
$227K
SWM
994
Sequoia Wealth Management
Illinois
$226K +$28.4K +709 +14%
SFG
995
StrategIQ Financial Group
Indiana
$224K -$9.17K -229 -4%
SH
996
Svenska Handelsbanken
Sweden
$224K
PCMC
997
Private Capital Management (Colorado)
Colorado
$224K +$230K +5,745 New
GJIC
998
Gamble Jones Investment Counsel
California
$223K -$6.01K -150 -3%
MLL
999
Moody Lynn & Lieberson
Massachusetts
$223K
Aristotle Capital Management
1000
Aristotle Capital Management
California
$221K

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.