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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
WP
1051
WealthShield Partners
North Carolina
$266K -$10.1K -235 -4%
BHBT
1052
Burke & Herbert Bank & Trust
Virginia
$266K +$7.98K +186 +3%
SHGA
1053
Sand Hill Global Advisors
California
$266K +$254K +5,919 New
BCM
1054
BTC Capital Management
Iowa
$262K
SFSG
1055
Stearns Financial Services Group
North Carolina
$259K +$2.96K +69 +1%
PPCM
1056
Pillar Pacific Capital Management
California
$259K +$5.58K +130 +2%
CCM
1057
Compton Capital Management
Rhode Island
$257K -$8.59K -200 -3%
HBT
1058
Hills Bank & Trust
Iowa
$257K
MFW
1059
Mosaic Family Wealth
Missouri
$257K +$4.25K +99 +2%
MLL
1060
Moody Lynn & Lieberson
Massachusetts
$256K
CS
1061
Cannell & Spears
New York
$254K
AAG
1062
Avalon Advisory Group
Pennsylvania
$254K +$243K +5,670 New
WI
1063
Wintrust Investments
Illinois
$253K +$242K +5,636 New
HCIA
1064
Hochman Cole Investment Advisors
Illinois
$251K -$5.02K -117 -2%
QCM
1065
Quest Capital Management
Texas
$250K -$19.3K -449 -7%
BC
1066
Brio Consultants
California
$249K -$3.13K -73 -1%
MA
1067
MCF Advisors
Kentucky
$248K +$3.52K +82 +2%
NA
1068
Nottingham Advisors
New York
$246K
CHJWM
1069
Carlton Hofferkamp & Jenks Wealth Management
Texas
$244K +$32.2K +750 +15%
MWM
1070
Maltin Wealth Management
New Jersey
$244K +$233K +5,435 New
OSNBOA
1071
Old Second National Bank of Aurora
Illinois
$243K -$4.59K -107 -2%
FBC
1072
Fairfield, Bush & Co
Connecticut
$242K -$60.1K -1,400 -21%
CST
1073
Charles Schwab Trust
Nevada
$242K +$231K +5,386 New
AIM
1074
Aspen Investment Management
Michigan
$241K
RG
1075
Rikoon Group
New Mexico
$241K

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.