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iShares MSCI Emerging Markets ETF

1,323 hedge funds and large institutions have $23.2B invested in iShares MSCI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 418 increasing their positions, 457 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 59

35% more funds holding in top 10

Funds holding in top 10: 80108 (+28)

19% more capital invested

Capital invested by funds: $19.6B → $23.2B (+$3.63B)

15% more funds holding

Funds holding: 1,1531,323 (+170)

0.77% less ownership

Funds ownership: 78.05%77.27% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 457

35% less call options, than puts

Call options by funds: $8.68B | Put options by funds: $13.3B

Holders
1,323
Holders Change
+170
Holders Change %
+14.74%
% of All Funds
26.07%
Holding in Top 10
108
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35%
% of All Funds
2.13%
New
245
Increased
418
Reduced
457
Closed
59
Calls
$8.68B
Puts
$13.3B
Net Calls
-$4.67B
Net Calls Change
+$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
976
Kingsview Wealth Management
Oregon
$348K -$5.41K -126 -2%
PCIG
977
Partners Capital Investment Group
Massachusetts
$348K +$6.78K +158 +2%
MIM
978
Macroview Investment Management
Maryland
$347K +$2.27K +53 +0.7%
PH
979
Pinnacle Holdings
Oklahoma
$342K
PFA
980
Pure Financial Advisors
California
$341K -$17.1K -398 -5%
FAM
981
Formidable Asset Management
Ohio
$341K +$325K +7,566 New
AWM
982
Apollon Wealth Management
South Carolina
$340K +$69.9K +1,629 +28%
CCFCSB
983
Cape Cod Five Cents Savings Bank
Massachusetts
$339K -$5.28K -123 -2%
RI
984
Ridgewood Investments
New Jersey
$337K
LNB
985
Ledyard National Bank
$337K +$2.79K +65 +0.9%
CBN
986
Cadence Bank NA
Texas
$337K +$74K +1,725 +30%
PAM
987
Palisade Asset Management
Minnesota
$331K -$9.57K -223 -3%
CL
988
CIM LLC
New York
$331K +$1.42K +33 +0.4%
TAM
989
Taurus Asset Management
New York
$328K
AF
990
Alerus Financial
North Dakota
$327K
RIM
991
Regent Investment Management
Kentucky
$327K
FPCG
992
Fort Pitt Capital Group
Pennsylvania
$326K -$73.9K -1,721 -19%
FANJ
993
Financial Architects (New Jersey)
New Jersey
$326K +$2.02K +47 +0.7%
EWM
994
Empirical Wealth Management
Washington
$322K -$26K -605 -8%
HL
995
HeadInvest LLC
Maine
$322K -$3.86K -90 -1%
LWM
996
Lenox Wealth Management
Ohio
$321K +$3.31K +77 +1%
CWP
997
Capital Wealth Planning
Florida
$321K +$12K +279 +4%
SCA
998
Sage Capital Advisors
South Dakota
$320K -$3.26K -76 -1%
FA
999
Fiducient Advisors
Illinois
$320K -$2.19K -51 -0.7%
MMHP
1000
Murphy Middleton Hinkle & Parker
Georgia
$320K +$43 +1 +0%

EEM Hedge Fund Activity: Q4 2019 in Review

1,323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2019, worth a combined $23.2B — up 19% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new EEM positions and 59 closed out — a net gain of 186 holders — while 418 added to existing stakes and 457 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $687M. The largest seller was Bank of America, cutting an estimated $804M.

  • 1,323 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2019, up from 1,153 in Q3 2019.
  • Funds reported $23.2B of iShares MSCI Emerging Markets ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 245 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2019 and 59 closed out, a net change of +186 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2019 was Morgan Stanley, an estimated $687M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2019 was Bank of America, an estimated $804M sold.

Based on aggregated 13F filings for Q4 2019.