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iShares MSCI Emerging Markets ETF

1,144 hedge funds and large institutions have $15.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 561 reducing their positions, and 263 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 77.27%81.61% (+4.3%)

14% less funds holding

Funds holding: 1,3231,144 (-179)

32% less capital invested

Capital invested by funds: $23.2B → $15.8B (-$7.42B)

43% less funds holding in top 10

Funds holding in top 10: 10862 (-46)

43% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 561

44% less call options, than puts

Call options by funds: $6.61B | Put options by funds: $11.9B

62% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 263

Holders
1,144
Holders Change
-179
Holders Change %
-13.53%
% of All Funds
25.21%
Holding in Top 10
62
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-42.59%
% of All Funds
1.37%
New
101
Increased
318
Reduced
561
Closed
263
Calls
$6.61B
Puts
$11.9B
Net Calls
-$5.29B
Net Calls Change
-$622M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
1001
Banque Cantonale Vaudoise
Switzerland
$85K
CI
1002
CAZ Investments
Texas
$85K +$103K +2,500 New
EWM
1003
EPG Wealth Management
Georgia
$83K +$46.6K +1,135 +89%
KTC
1004
Kistler-Tiffany Companies
Pennsylvania
$80K
QAM
1005
QCI Asset Management
New York
$80K
CHA
1006
Carmichael Hill & Associates
Maryland
$79K -$1.23K -30 -1%
BW
1007
Bison Wealth
Georgia
$77K -$50.6K -1,233 -35%
KPW
1008
Kore Private Wealth
New York
$76K -$69K -1,683 -43%
CCM
1009
Cribstone Capital Management
Maine
$74K
GI
1010
Gradient Investments
Minnesota
$70K -$19K -464 -18%
AIM
1011
Anchor Investment Management
South Carolina
$68.5K
CM
1012
Castleark Management
Illinois
$68K -$3.48M -84,725 -98%
AIM
1013
Axiom Investment Management
New York
$68K -$82.1K -2,000 -50%
HCM
1014
Highlander Capital Management
New Jersey
$68K
AIC
1015
Archer Investment Corporation
Indiana
$67K -$15.3K -372 -16%
EWA
1016
Evolution Wealth Advisors
Florida
$67K
ME
1017
McIlrath & Eck
Washington
$67K
TL
1018
TrueWealth LLC
Georgia
$66K -$9.89K -241 -11%
AW
1019
Avion Wealth
Texas
$64K -$122K -2,968 -61%
CAC
1020
Certified Advisory Corp
Florida
$64K
FRA
1021
Front Row Advisors
California
$64K
EP
1022
Eudaimonia Partners
Tennessee
$62K -$59.4K -1,448 -44%
SIAP
1023
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$62K
First Manhattan
1024
First Manhattan
New York
$62K +$5.09K +124 +7%
FFW
1025
Fusion Family Wealth
New York
$61K -$208K -5,068 -74%

EEM Hedge Fund Activity: Q1 2020 in Review

1,144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2020, worth a combined $15.8B — down 32% from $23.2B a quarter earlier.

Sellers outnumbered buyers: 263 funds closed out of EEM and 101 opened new positions — a net loss of 162 holders — while 561 trimmed existing stakes and 318 added.

The largest buyer was Susquehanna International Group, adding an estimated $294M. The largest seller was Morgan Stanley, cutting an estimated $356M.

  • 1,144 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2020, down from 1,323 in Q4 2019.
  • Funds reported $15.8B of iShares MSCI Emerging Markets ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 101 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2020 and 263 closed out, a net change of -162 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $294M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2020 was Morgan Stanley, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2020.