We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

1,111 hedge funds and large institutions have $21.7B invested in iShares MSCI Emerging Markets ETF in 2018 Q3 according to their latest regulatory filings, with 106 funds opening new positions, 345 increasing their positions, 457 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 87

2.02% more ownership

Funds ownership: 68.09%70.11% (+2%)

1% more funds holding

Funds holding: 1,0951,111 (+16)

1% more funds holding in top 10

Funds holding in top 10: 9192 (+1)

4% more capital invested

Capital invested by funds: $21B → $21.7B (+$750M)

25% less repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 457

29% less call options, than puts

Call options by funds: $8.71B | Put options by funds: $12.3B

Holders
1,111
Holders Change
+16
Holders Change %
+1.46%
% of All Funds
25.4%
Holding in Top 10
92
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.1%
% of All Funds
2.1%
New
106
Increased
345
Reduced
457
Closed
87
Calls
$8.71B
Puts
$12.3B
Net Calls
-$3.63B
Net Calls Change
+$1.47B
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
1076
Carroll Financial Associates
North Carolina
$12K
M
1077
MOTCO
Texas
$12K
SFG
1078
SevenBridge Financial Group
Pennsylvania
$10K -$17.3K -400 -64%
OAJ
1079
Ogorek Anthony Joseph
New York
$10K -$2.59K -60 -19%
APSP
1080
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K
LFG
1081
LifePlan Financial Group
Ohio
$10K
MRCM
1082
M&R Capital Management
New Jersey
$10K +$86 +2 +0.8%
IWMA
1083
Ironwood Wealth Management (Arizona)
Arizona
$9K
MFT
1084
Moisand Fitzgerald Tamayo
Florida
$9K
PSC
1085
Prentiss Smith & Co
Vermont
$9K
RCA
1086
Rowland Carmichael Advisors
Arizona
$9K
JWM
1087
Janiczek Wealth Management
Colorado
$8K
PS
1088
Portfolio Strategies
New York
$8K
CA
1089
Claar Advisors
New York
$7.51K +$7.55M +175,000 New
NCM
1090
Northstar Capital Management
New York
$7K
OBWP
1091
O'Brien Wealth Partners
Massachusetts
$7K
WC
1092
Whitney & Co
New York
$7K
TC
1093
Trilogy Capital
California
$6K -$12.7K -295 -67%
FCB
1094
First Command Bank
Texas
$6K
FCFS
1095
First Command Financial Services
Texas
$6K
WWMSC
1096
Wagner Wealth Management (South Carolina)
South Carolina
$5K -$25.3K -587 -83%
THWM
1097
Taylor Hoffman Wealth Management
Virginia
$5K
WEC
1098
Winslow Evans & Crocker
Massachusetts
$4K -$2.42K -56 -53%
GWS
1099
Glassman Wealth Services
Virginia
$4K
Macquarie Group
1100
Macquarie Group
Australia
$4K

EEM Hedge Fund Activity: Q3 2018 in Review

1,111 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2018, worth a combined $21.7B — up 3.6% from $21B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new EEM positions and 87 closed out — a net gain of 19 holders — while 345 added to existing stakes and 457 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $377M. The largest seller was UBS Group, cutting an estimated $231M.

  • 1,111 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2018, up from 1,095 in Q2 2018.
  • Funds reported $21.7B of iShares MSCI Emerging Markets ETF stock for Q3 2018, up 3.6% quarter-over-quarter.
  • 106 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2018 and 87 closed out, a net change of +19 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2018 was Fidelity Investments, an estimated $377M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2018 was UBS Group, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2018.