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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
FCM
1026
Firestone Capital Management
Florida
$61K -$33.8K -825 -31%
HWM
1027
HighMark Wealth Management
Minnesota
$61K
LC
1028
Lindbrook Capital
California
$61K
WCG
1029
Weaver Consulting Group
California
$61K
GWS
1030
Glassman Wealth Services
Virginia
$61K +$6.15K +150 +9%
CFA
1031
Carroll Financial Associates
North Carolina
$60K -$56.5K -1,376 -44%
WAS
1032
Winch Advisory Services
Wisconsin
$60K -$4.39K -107 -6%
AIA
1033
Armor Investment Advisors
North Carolina
$60K
AT
1034
Arden Trust
Delaware
$58K +$70.4K +1,717 New
DWA
1035
Dougherty Wealth Advisers
Minnesota
$56K
DCM
1036
Davis Capital Management
Florida
$53K +$63.9K +1,558 New
AA
1037
AlphaMark Advisors
Kentucky
$52K -$14.8K -360 -19%
PCFFS
1038
Pacific Center for Financial Services
California
$51K -$6.11K -149 -9%
BCM
1039
Blume Capital Management
California
$51K
LWA
1040
Lenox Wealth Advisors
New York
$49K -$3.57K -87 -6%
GIP
1041
Granite Investment Partners
California
$49K +$41.7K +1,017 +279%
ACA
1042
Aptus Capital Advisors
Alabama
$46K -$8.45K -206 -16%
AIP
1043
Ameritas Investment Partners
Nebraska
$46K -$1.85K -45 -3%
GCM
1044
Gables Capital Management
Florida
$46K
CH
1045
Canton Hathaway
Rhode Island
$45K -$1.12M -27,225 -95%
FA
1046
Financial Advantage
Maryland
$45K
NEIRG
1047
New England Investment & Retirement Group
Massachusetts
$45K +$54.4K +1,325 New
CIAS
1048
Capital Investment Advisory Services
North Carolina
$43K -$36.4K -887 -41%
RWA
1049
Ropes Wealth Advisors
Massachusetts
$41K -$34.6K -843 -41%
CAAS
1050
Capital Asset Advisory Services
Michigan
$40K -$17.4K -424 -28%

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.