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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
LWM
1026
LJI Wealth Management
Indiana
$243K +$236K +6,407 New
JWM
1027
Jeppson Wealth Management
California
$243K +$236K +6,401 New
JWS
1028
Juncture Wealth Strategies
Arizona
$243K -$775 -21 -0.3%
RIG
1029
RiverFront Investment Group
Virginia
$242K
PFBT
1030
Parkside Financial Bank & Trust
Missouri
$242K +$66.3K +1,797 +39%
OC
1031
Oarsman Capital
Wisconsin
$240K -$21.7K -588 -8%
HWA
1032
Hillcrest Wealth Advisors
New Jersey
$240K +$18.4K +500 +9%
OSNBOA
1033
Old Second National Bank of Aurora
Illinois
$240K +$155K +4,206 +199%
KFS
1034
Kelly Financial Services
Massachusetts
$239K -$30.9K -838 -12%
GIA
1035
Goodwin Investment Advisory
Georgia
$238K -$30.8K -834 -12%
NW
1036
NewEdge Wealth
Pennsylvania
$238K +$231K +6,273 New
BI
1037
Ballast Inc
Kentucky
$237K +$231K +6,263 New
WBCM
1038
Wilson & Boucher Capital Management
California
$236K
SF
1039
Summit Financial
New Jersey
$236K -$976K -26,462 -81%
CCA
1040
Column Capital Advisors
Indiana
$235K +$139K +3,776 +8%
KIA
1041
Kraematon Investment Advisors
Massachusetts
$235K -$959 -26 -0.4%
GJIC
1042
Gamble Jones Investment Counsel
California
$233K -$36.9K -1,000 -14%
CW
1043
Connectus Wealth
Ohio
$232K -$3.69K -100 -2%
SCI
1044
S&CO Inc
Massachusetts
$232K
CAM
1045
Clark Asset Management
New Hampshire
$232K +$225K +6,111 New
PIFP
1046
Partners in Financial Planning
Virginia
$231K
PWM
1047
PBMares Wealth Management
Virginia
$230K -$1.99K -54 -0.9%
SEIA
1048
Signature Estate & Investment Advisors
California
$230K -$221K -5,998 -50%
SWM
1049
SeaCrest Wealth Management
New York
$229K +$1.66K +45 +0.7%
WPC
1050
White Pine Capital
Minnesota
$229K +$9.22K +250 +4%

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.