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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
V
1001
VeraBank
Texas
$234K +$244K +6,173 New
USB
1002
Union Savings Bank
Connecticut
$234K
TCM
1003
Twele Capital Management
Minnesota
$234K
LC
1004
LCNB Corp
Ohio
$233K +$15.8K +400 +7%
CW
1005
Connectus Wealth
Ohio
$232K
UB
1006
UMB Bank
Missouri
$232K
SCI
1007
S&CO Inc
Massachusetts
$232K
PWM
1008
PBMares Wealth Management
Virginia
$231K
WCM
1009
Washburn Capital Management
Florida
$229K -$195K -4,935 -45%
HWA
1010
HCR Wealth Advisors
California
$229K -$64.9K -1,640 -21%
EWA
1011
EverSource Wealth Advisors
Alabama
$229K +$48.7K +1,230 +26%
RW
1012
RVW Wealth
California
$228K -$53.3K -1,346 -18%
DWA
1013
Douglass Winthrop Advisors
New York
$228K +$238K +6,000 New
RIA
1014
Realta Investment Advisors
Delaware
$227K +$5.66K +143 +3%
AIG
1015
American International Group
New York
$226K -$1.57M -39,600 -87%
OFG
1016
Omega Financial Group
California
$226K +$10.7K +269 +5%
SCA
1017
Sage Capital Advisors
South Dakota
$226K +$236K +5,956 New
RMDI
1018
R.M. Davis Inc
Maine
$226K -$10.2K -257 -4%
CCA
1019
Column Capital Advisors
Indiana
$226K -$74.7K -1,886 -4%
GIA
1020
Goodwin Investment Advisory
Georgia
$226K -$673 -17 -0.3%
IWP
1021
Innova Wealth Partners
Pennsylvania
$226K -$216K -5,456 -48%
CRG
1022
Cornerstone Retirement Group
Nevada
$225K +$235K +5,939 New
DCM
1023
DGS Capital Management
New Jersey
$225K -$2.57K -65 -1%
PIFP
1024
Partners in Financial Planning
Virginia
$223K
TYCC
1025
Texas Yale Capital Corp
Florida
$222K

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.