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iShares MSCI Emerging Markets ETF

1,313 hedge funds and large institutions have $17B invested in iShares MSCI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 407 increasing their positions, 516 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 106

13.04% more ownership

Funds ownership: 82.06%95.1% (+13%)

9% more capital invested

Capital invested by funds: $15.5B → $17B (+$1.47B)

3% more funds holding

Funds holding: 1,2761,313 (+37)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

16% less call options, than puts

Call options by funds: $8.15B | Put options by funds: $9.74B

21% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 516

Holders
1,313
Holders Change
+37
Holders Change %
+2.9%
% of All Funds
19.14%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
166
Increased
407
Reduced
516
Closed
106
Calls
$8.15B
Puts
$9.74B
Net Calls
-$1.59B
Net Calls Change
-$1.11B
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
976
Optimum Investment Advisors
Illinois
$273K +$8.22K +213 +3%
RPCONE
977
Retirement Planning Company of New England
Rhode Island
$273K -$8.57K -222 -3%
PA
978
Pinnacle Associates
New York
$273K +$7.34K +190 +3%
VF
979
Vawter Financial
Ohio
$272K +$9.81K +254 +4%
4WM
980
49 Wealth Management
Texas
$272K +$261K +6,763 New
SCA
981
Stillwater Capital Advisors
Pennsylvania
$272K +$37.3K +965 +17%
VFG
982
Victory Financial Group
Texas
$271K +$261K +6,752 New
PWM
983
Power Wealth Management
Georgia
$269K +$258K +6,687 New
NCM
984
Northwest Capital Management
Oregon
$269K +$3.78K +98 +1%
AF
985
Advisornet Financial
Minnesota
$268K -$13.3K -344 -5%
WP
986
WMS Partners
Maryland
$268K
SC
987
Stephenson & Company
California
$266K +$256K +6,624 New
GKIM
988
GW&K Investment Management
Massachusetts
$265K
MC
989
Middleton & Co
Massachusetts
$265K -$16.4K -425 -6%
CFS
990
CGC Financial Services
Oregon
$265K
GPWA
991
Great Point Wealth Advisors
Massachusetts
$263K -$734 -19 -0.3%
RIL
992
Rothschild Investment LLC
Illinois
$262K -$38.6K -999 -13%
PCM
993
Prelude Capital Management
New York
$260K +$250K +6,465 New
NHT
994
New Hampshire Trust
New Hampshire
$260K -$1.35K -35 -0.5%
CAG
995
Csenge Advisory Group
Florida
$258K -$6.3M -163,048 -96%
WDG
996
Wealth Dimensions Group
Ohio
$258K -$5.56K -144 -2%
VBFP
997
Valtinson Bruner Financial Planning
Minnesota
$258K -$5.95K -154 -2%
PWA
998
Peterson Wealth Advisors
Utah
$257K -$386 -10 -0.2%
CIA
999
Choate Investment Advisors
Massachusetts
$257K -$464K -12,014 -65%
CF
1000
Centaurus Financial
California
$255K -$5.83K -151 -2%

EEM Hedge Fund Activity: Q4 2023 in Review

1,313 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2023, worth a combined $17B — up 9.5% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new EEM positions and 106 closed out — a net gain of 60 holders — while 407 added to existing stakes and 516 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.36B. The largest seller was National Bank of Canada, cutting an estimated $483M.

  • 1,313 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $17B of iShares MSCI Emerging Markets ETF stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 166 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2023 and 106 closed out, a net change of +60 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.36B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2023 was National Bank of Canada, an estimated $483M sold.

Based on aggregated 13F filings for Q4 2023.