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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
GCM
1001
Gallacher Capital Management
Colorado
$254K +$244K +6,329 New
OC
1002
Oarsman Capital
Wisconsin
$254K -$7.72K -200 -3%
ITB
1003
Idaho Trust Bank
Idaho
$254K -$52K -1,348 -18%
WBCM
1004
Wilson & Boucher Capital Management
California
$253K
BI
1005
Ballast Inc
Kentucky
$252K
MPW
1006
MA Private Wealth
California
$250K -$235K -6,086 -49%
RW
1007
RVW Wealth
California
$250K +$8.61K +223 +4%
LC
1008
LCNB Corp
Ohio
$247K
CW
1009
Connectus Wealth
Ohio
$246K
SCI
1010
S&CO Inc
Massachusetts
$246K
SAG
1011
SageView Advisory Group
California
$244K +$40.9K +1,060 +20%
TSWM
1012
Tyler-Stone Wealth Management
Ohio
$244K -$16.3K -423 -7%
PWM
1013
PBMares Wealth Management
Virginia
$244K
FFO
1014
Fiduciary Family Office
Florida
$244K +$235K +6,075 New
BTI
1015
Blue Trust Inc
Georgia
$244K +$148K +3,841 +149%
AWM
1016
Act Wealth Management
Texas
$243K -$61.7K -1,599 -21%
BBP
1017
Banco BTG Pactual
Brazil
$243K +$234K +6,050 New
ORC
1018
O'Rourke & Company
Massachusetts
$243K -$96.5K -2,500 -29%
CCM
1019
Canal Capital Management
Virginia
$242K +$20.7K +537 +10%
RWM
1020
Reston Wealth Management
Virginia
$242K +$232K +6,015 New
LA
1021
LM Advisors
California
$242K +$232K +6,010 New
Empower Advisory Group
1022
Empower Advisory Group
Colorado
$242K +$232K +6,010 New
RWA
1023
Redhawk Wealth Advisors
Minnesota
$241K +$232K +6,005 New
DWA
1024
Douglass Winthrop Advisors
New York
$241K
AG
1025
AlTi Global
New York
$241K +$231K +5,994 New

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.