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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
GKIM
976
GW&K Investment Management
Massachusetts
$250K +$111K +2,802 +74%
CFS
977
CGC Financial Services
Oregon
$250K
NCM
978
Northwest Capital Management
Oregon
$250K
OIA
979
Optimum Investment Advisors
Illinois
$249K +$22.2K +561 +9%
GPWA
980
Great Point Wealth Advisors
Massachusetts
$249K
VBFP
981
Valtinson Bruner Financial Planning
Minnesota
$249K -$3.09K -78 -1%
WDG
982
Wealth Dimensions Group
Ohio
$249K -$9.9K -250 -4%
OC
983
Oarsman Capital
Wisconsin
$248K -$7.92K -200 -3%
VF
984
Vawter Financial
Ohio
$247K
FB
985
First Bancorp
Maine
$247K +$3.96K +100 +2%
TSWM
986
Tyler-Stone Wealth Management
Ohio
$247K +$1.27K +32 +0.5%
NHT
987
New Hampshire Trust
New Hampshire
$247K -$238 -6 -0.1%
CF
988
Centaurus Financial
California
$246K -$2.18K -55 -0.8%
AWA
989
Arkadios Wealth Advisors
Georgia
$244K -$46.2K -1,166 -15%
CPA
990
Court Place Advisors
Maryland
$244K
PWA
991
Peterson Wealth Advisors
Utah
$243K
AWM
992
Axxcess Wealth Management
California
$242K +$253K +6,385 New
LWM
993
LJI Wealth Management
Indiana
$242K
JWM
994
Jeppson Wealth Management
California
$241K +$3.96K +100 +2%
JWS
995
Juncture Wealth Strategies
Arizona
$240K
WBCM
996
Wilson & Boucher Capital Management
California
$239K +$2.38K +60 +1%
BI
997
Ballast Inc
Kentucky
$238K
ACA
998
Anchor Capital Advisors
Massachusetts
$237K +$8.51K +215 +4%
BWCS
999
Beirne Wealth Consulting Services
Connecticut
$237K
FFN
1000
Focus Financial Network
Minnesota
$235K -$398K -10,061 -62%

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.