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iShares MSCI Emerging Markets ETF

1,317 hedge funds and large institutions have $18.7B invested in iShares MSCI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 403 increasing their positions, 531 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 94

57% more call options, than puts

Call options by funds: $8.74B | Put options by funds: $5.57B

14% more funds holding in top 10

Funds holding in top 10: 5765 (+8)

8% more funds holding

Funds holding: 1,2171,317 (+100)

3% more capital invested

Capital invested by funds: $18.2B → $18.7B (+$522M)

5.71% less ownership

Funds ownership: 85.7%79.99% (-5.7%)

24% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 531

Holders
1,317
Holders Change
+100
Holders Change %
+8.22%
% of All Funds
21.17%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
1.04%
New
219
Increased
403
Reduced
531
Closed
94
Calls
$8.74B
Puts
$5.57B
Net Calls
+$3.17B
Net Calls Change
+$3.67B
Name Holding Trade Value Shares
Change
Change in
Stake
SFMG
1001
Sage Financial Management Group
Virginia
$261K +$254K +6,884 New
CWP
1002
Concord Wealth Partners
Virginia
$261K -$8.56K -232 -3%
BA
1003
Bridge Advisory
California
$261K -$4.83K -131 -2%
PCMU
1004
Paragon Capital Management (Utah)
Utah
$258K +$27.4K +743 +12%
MSFS
1005
Main Street Financial Solutions
Pennsylvania
$258K -$31K -839 -11%
TCM
1006
Twele Capital Management
Minnesota
$258K
DP
1007
Dearborn Partners
Illinois
$258K
PA
1008
Pinnacle Associates
New York
$256K -$74.4K -2,017 -23%
HHAM
1009
HITE Hedge Asset Management
Massachusetts
$256K
LIA
1010
LS Investment Advisors
Michigan
$255K +$249K +6,740 New
NHT
1011
New Hampshire Trust
New Hampshire
$255K +$248K +6,732 New
LDFR
1012
Lehman & Derafelo Financial Resources
Pennsylvania
$254K +$111K +2,996 +81%
VWM
1013
Venturi Wealth Management
Texas
$253K -$345K -9,344 -58%
WP
1014
WMS Partners
Maryland
$253K -$3.69K -100 -1%
VF
1015
Vawter Financial
Ohio
$252K +$245K +6,640 New
GPWA
1016
Great Point Wealth Advisors
Massachusetts
$252K
PWA
1017
Peterson Wealth Advisors
Utah
$252K -$7.86K -213 -3%
CA
1018
Centerpoint Advisors
Massachusetts
$251K +$245K +6,630 New
NCM
1019
Northwest Capital Management
Oregon
$250K +$244K +6,600 New
OCM
1020
One Capital Management
California
$248K +$241K +6,542 New
CFO
1021
Collective Family Office
Pennsylvania
$245K +$239K +6,477 New
CPA
1022
Court Place Advisors
Maryland
$245K -$5.53K -150 -2%
GSIS
1023
Global Strategic Investment Solutions
Arizona
$244K +$3.02K +82 +1%
NCM
1024
Novare Capital Management
North Carolina
$244K +$237K +6,435 New
FB
1025
First Bancorp
Maine
$243K

EEM Hedge Fund Activity: Q4 2022 in Review

1,317 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2022, worth a combined $18.7B — up 2.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new EEM positions and 94 closed out — a net gain of 125 holders — while 403 added to existing stakes and 531 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $316M. The largest seller was Toronto Dominion Bank, cutting an estimated $364M.

  • 1,317 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2022, up from 1,217 in Q3 2022.
  • Funds reported $18.7B of iShares MSCI Emerging Markets ETF stock for Q4 2022, up 2.9% quarter-over-quarter.
  • 219 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2022 and 94 closed out, a net change of +125 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2022 was Varma Mutual Pension Insurance Co, an estimated $316M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2022 was Toronto Dominion Bank, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2022.