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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
NHC
1001
Nicholas Hoffman & Company
Georgia
$319K
WF
1002
WoodTrust Financial
Wisconsin
$319K
SFG
1003
Sowa Financial Group
Rhode Island
$318K +$305K +7,094 New
OWA
1004
Outlook Wealth Advisors
Texas
$317K -$1.93K -45 -0.6%
KA
1005
Kovack Advisors
Florida
$317K +$5.45K +127 +2%
PI
1006
Putnam Investments
Massachusetts
$316K -$4.64M -108,024 -94%
ASA
1007
Armstrong Shaw Associates
Connecticut
$314K
WP
1008
WMS Partners
Maryland
$313K -$36.5K -850 -11%
FLA
1009
Financial Life Advisors
Texas
$312K -$27.7K -645 -8%
HVIA
1010
Hudson Valley Investment Advisors
New York
$311K
FFN
1011
Focus Financial Network
Minnesota
$311K +$40.7K +949 +16%
EWMCB
1012
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$307K -$9.66K -225 -3%
FFW
1013
Fusion Family Wealth
New York
$307K
CFO
1014
CVA Family Office
Colorado
$306K +$292K +6,813 New
FAN
1015
Financial Advisors Network
California
$305K -$858 -20 -0.3%
HHAM
1016
HITE Hedge Asset Management
Massachusetts
$303K
VWA
1017
V Wealth Advisors
Kansas
$301K
ESB
1018
Essex Savings Bank
Connecticut
$298K -$26.4K -615 -8%
PAIM
1019
Punch & Associates Investment Management
Minnesota
$296K -$31.5K -735 -10%
PFA
1020
Pettinga Financial Advisors
Indiana
$293K -$64.4K -1,500 -19%
HH
1021
Hilltop Holdings
Texas
$293K -$14.5K -337 -5%
DPI
1022
Diversified Portfolios Inc
Michigan
$293K
SC
1023
Searle & Co
Connecticut
$292K
CB
1024
Community Bank
New York
$290K
WCWM
1025
Wooster Corthell Wealth Management
Connecticut
$288K

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.