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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
ADL
1051
Asset Dedication LLC
California
$39K -$32.8K -800 -42%
HS
1052
Horan Securities
United States
$38K +$46K +1,121 New
CA
1053
Crewe Advisors
Utah
$37K
AF
1054
Arrow Financial
New York
$36K -$27K -657 -38%
MHR
1055
Matthew Hamilton Rosenberg
$36K +$42.6K +1,039 New
MIM
1056
Macroview Investment Management
Maryland
$34K -$276K -6,721 -87%
AWM
1057
Avondale Wealth Management
Texas
$34K
LWA
1058
Lowe Wealth Advisors
Maryland
$34K
M
1059
MOTCO
Texas
$34K
SIS
1060
Sound Income Strategies
Florida
$34K
DAM
1061
Delta Asset Management
Tennessee
$33K
POIA
1062
Pin Oak Investment Advisors
Texas
$33K
PR
1063
Payden & Rygel
California
$31K
TC
1064
Truvestments Capital
Florida
$31K +$38.2K +930 New
TFA
1065
Toth Financial Advisory
Virginia
$30K
AAP
1066
Arax Advisory Partners
Colorado
$29K -$39.4K -960 -53%
TC
1067
Trust Company
Kansas
$29K
DAC
1068
Dividend Assets Capital
South Carolina
$28K -$59.7K -1,454 -64%
SFC
1069
SYM Financial Corp
Indiana
$28K +$33.3K +811 New
OC
1070
Oakworth Capital
Alabama
$27K -$155K -3,775 -83%
EK
1071
Evensky & Katz
Florida
$27K -$3.08K -75 -9%
IFAM
1072
Institutional & Family Asset Management
Colorado
$27K
SFSIG
1073
San Francisco Sentry Investment Group
California
$27K
JFA
1074
JNBA Financial Advisors
Minnesota
$26K -$12.6K -306 -29%
TF
1075
TimeScale Financial
Massachusetts
$25K -$176K -4,289 -85%

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.