We are live on ! Find out more
EEM icon

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
GC
1026
Gilbert & Cook
Iowa
$287K -$111K -2,585 -29%
CC
1027
Cedar Capital
Illinois
$287K -$57.4K -1,337 -17%
JCM
1028
Jacobi Capital Management
Pennsylvania
$286K +$26.4K +616 +11%
WQ
1029
Wealth Quarterback
New Jersey
$285K +$16.5M +384,942 New
NPA
1030
Nichols & Pratt Advisers
Massachusetts
$284K
TCM
1031
Traynor Capital Management
Pennsylvania
$283K -$10.6K -247 -4%
AAM
1032
Augustine Asset Management
Florida
$282K -$70K -1,631 -21%
RWA
1033
RGT Wealth Advisors
Texas
$282K +$270K +6,281 New
PWM
1034
PBMares Wealth Management
Virginia
$281K +$269K +6,273 New
BBHC
1035
Brown Brothers Harriman & Co
New York
$280K +$219K +5,110 +454%
TNA
1036
True North Advisors
Texas
$279K +$268K +6,233 New
IF
1037
IRON Financial
Illinois
$278K -$10.5K -244 -4%
GC
1038
Grace Capital
Massachusetts
$277K
MFG
1039
Merit Financial Group
Georgia
$275K +$263K +6,134 New
PRWA
1040
Platte River Wealth Advisors
Colorado
$275K +$280K +6,522 New
SCM
1041
Smith Capital Management
Arkansas
$274K -$29.7K -693 -10%
BG
1042
Bahl & Gaynor
Ohio
$273K +$1.5K +35 +0.6%
LC
1043
LCNB Corp
Ohio
$272K +$13.3K +311 +5%
PC
1044
Premise Capital
Illinois
$271K +$121K +2,824 +88%
PCWA
1045
Pacific Capital Wealth Advisors
California
$270K +$258K +6,011 New
NP
1046
NorthRock Partners
Minnesota
$269K -$39.7K -924 -13%
TC
1047
TownSquare Capital
Utah
$269K -$14.3K -333 -5%
AI
1048
ArchPoint Investors
Florida
$269K
RMDI
1049
R.M. Davis Inc
Maine
$267K -$21.5K -500 -8%
BTW
1050
Boston Trust Walden
Massachusetts
$266K -$27.9K -650 -10%

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.