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iShares MSCI Emerging Markets ETF

1,313 hedge funds and large institutions have $17B invested in iShares MSCI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 407 increasing their positions, 516 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 106

13.04% more ownership

Funds ownership: 82.06%95.1% (+13%)

9% more capital invested

Capital invested by funds: $15.5B → $17B (+$1.47B)

3% more funds holding

Funds holding: 1,2761,313 (+37)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

16% less call options, than puts

Call options by funds: $8.15B | Put options by funds: $9.74B

21% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 516

Holders
1,313
Holders Change
+37
Holders Change %
+2.9%
% of All Funds
19.14%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
166
Increased
407
Reduced
516
Closed
106
Calls
$8.15B
Puts
$9.74B
Net Calls
-$1.59B
Net Calls Change
-$1.11B
Name Holding Trade Value Shares
Change
Change in
Stake
LBC
1051
Lowe Brockenbrough & Co
Virginia
$226K
KCM
1052
Kanawha Capital Management
Virginia
$225K
ECA
1053
Elevated Capital Advisors
Utah
$225K -$2.35K -61 -1%
NA
1054
Nordwand Advisors
Pennsylvania
$223K +$212K +5,500 +12,500%
IA
1055
IFG Advisors
Missouri
$223K -$5.25K -136 -2%
KIA
1056
Kraematon Investment Advisors
Massachusetts
$222K -$7.18K -186 -3%
TCG
1057
Transcendent Capital Group
Oklahoma
$221K +$213K +5,505 New
UB
1058
UMB Bank
Missouri
$221K -$24.1K -623 -10%
NFW
1059
Noble Family Wealth
Florida
$221K
WA
1060
Wealthstream Advisors
New York
$220K +$3.98K +103 +2%
DIA
1061
Dana Investment Advisors
Wisconsin
$219K +$211K +5,456 New
RMC
1062
Resources Management Corp
Connecticut
$218K -$154K -4,000 -42%
LA
1063
Lane & Associates
New Jersey
$216K +$208K +5,377 New
BG
1064
Benedetti & Gucer
Georgia
$216K -$242K -6,266 -54%
ST
1065
Sabal Trust
Florida
$216K +$208K +5,376 New
PIFP
1066
Partners in Financial Planning
Virginia
$215K -$20.7K -536 -9%
WCFA
1067
Walkner Condon Financial Advisors
Wisconsin
$215K +$206K +5,335 New
RMDI
1068
R.M. Davis Inc
Maine
$213K -$25.7K -666 -11%
SC
1069
Sapient Capital
Indiana
$212K +$204K +5,283 New
MFC
1070
Mechanics Financial Corp
Ohio
$212K -$4.05K -105 -2%
EVM
1071
Evelyn V. Moreno
$211K -$686K -17,770 -77%
CFGS
1072
Concourse Financial Group Securities
Alabama
$210K +$2.08K +54 +1%
LAM
1073
LifePro Asset Management
California
$210K +$201K +5,212 New
BCM
1074
Brookstone Capital Management
Illinois
$209K -$122K -3,156 -38%
MLL
1075
Moody Lynn & Lieberson
Massachusetts
$208K +$200K +5,176 New

EEM Hedge Fund Activity: Q4 2023 in Review

1,313 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2023, worth a combined $17B — up 9.5% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new EEM positions and 106 closed out — a net gain of 60 holders — while 407 added to existing stakes and 516 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.36B. The largest seller was National Bank of Canada, cutting an estimated $483M.

  • 1,313 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $17B of iShares MSCI Emerging Markets ETF stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 166 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2023 and 106 closed out, a net change of +60 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.36B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2023 was National Bank of Canada, an estimated $483M sold.

Based on aggregated 13F filings for Q4 2023.