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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
CPRC
1026
Consolidated Portfolio Review Corp
New York
$221K -$35K -885 -13%
HWA
1027
Hillcrest Wealth Advisors
New Jersey
$221K
BFO
1028
Boston Family Office
Massachusetts
$221K -$379K -9,579 -62%
CFO
1029
CVA Family Office
Colorado
$221K
CFA
1030
Cahill Financial Advisors
Minnesota
$220K
SCA
1031
Stillwater Capital Advisors
Pennsylvania
$220K -$10.7K -270 -4%
MCM
1032
Monarch Capital Management
Indiana
$219K -$58.7K -1,482 -20%
CWP
1033
Concord Wealth Partners
Virginia
$218K
KIA
1034
Kraematon Investment Advisors
Massachusetts
$217K -$1.11K -28 -0.5%
FFP
1035
FourThought Financial Partners
Florida
$216K +$226K +5,701 New
SAM
1036
Strategy Asset Managers
California
$216K -$74.8K -1,888 -25%
MPCG
1037
Matrix Private Capital Group
New York
$216K
MC
1038
Moors & Cabot
Massachusetts
$216K -$5.94K -150 -3%
IA
1039
IFG Advisors
Missouri
$215K -$48.2K -1,217 -18%
CAM
1040
Clark Asset Management
New Hampshire
$215K -$32.7K -825 -13%
ECA
1041
Elevated Capital Advisors
Utah
$214K +$224K +5,650 New
LBC
1042
Lowe Brockenbrough & Co
Virginia
$213K -$713 -18 -0.3%
KCM
1043
Kanawha Capital Management
Virginia
$212K -$4.36K -110 -2%
EBT
1044
Enterprise Bank & Trust
Massachusetts
$209K
NFW
1045
Noble Family Wealth
Florida
$209K
CCM
1046
Canal Capital Management
Virginia
$208K
Koshinski Asset Management
1047
Koshinski Asset Management
Illinois
$207K -$159K -4,012 -42%
GC
1048
Garde Capital
Washington
$207K +$4.63K +117 +2%
BWM
1049
BlackDiamond Wealth Management
New York
$206K -$70.4K -1,778 -24%
WA
1050
Wealthstream Advisors
New York
$204K

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.