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iShares MSCI Emerging Markets ETF

1,191 hedge funds and large institutions have $20.9B invested in iShares MSCI Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 443 increasing their positions, 400 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 117

23% more funds holding in top 10

Funds holding in top 10: 92113 (+21)

11% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 400

7% more funds holding

Funds holding: 1,1111,191 (+80)

0.89% more ownership

Funds ownership: 70.11%71% (+0.89%)

4% less capital invested

Capital invested by funds: $21.7B → $20.9B (-$834M)

23% less call options, than puts

Call options by funds: $7.76B | Put options by funds: $10.1B

Holders
1,191
Holders Change
+80
Holders Change %
+7.2%
% of All Funds
26.54%
Holding in Top 10
113
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+22.83%
% of All Funds
2.52%
New
210
Increased
443
Reduced
400
Closed
117
Calls
$7.76B
Puts
$10.1B
Net Calls
-$2.3B
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
RWG
1076
Regal Wealth Group
California
$73K +$1K +25 +1%
AIA
1077
Armor Investment Advisors
North Carolina
$72K
BCM
1078
Blume Capital Management
California
$72K
SIAP
1079
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$71K
IIM
1080
Ipswich Investment Management
Massachusetts
$71K +$72.3K +1,805 New
LC
1081
Lindbrook Capital
California
$70K +$72.1K +1,800 New
KTC
1082
Kistler-Tiffany Companies
Pennsylvania
$69K
FRA
1083
Front Row Advisors
California
$68K
SFC
1084
SYM Financial Corp
Indiana
$65K
EK
1085
Evensky & Katz
Florida
$64K +$721 +18 +1%
GCM
1086
Gables Capital Management
Florida
$63K
AIP
1087
Ameritas Investment Partners
Nebraska
$61K
WPW
1088
Winthrop Partners - WNY
New York
$60.5K -$30K -750 -33%
LYV
1089
Live Your Vision
Pennsylvania
$60K
AIM
1090
Advantage Investment Management
Iowa
$57K -$3.93K -98 -6%
CWA
1091
Clarus Wealth Advisors
Arizona
$57K +$10.4K +260 +22%
WCM
1092
WealthBridge Capital Management
Ohio
$56K +$57.6K +1,438 New
CI
1093
CX Institutional
Indiana
$53K +$54.8K +1,368 New
FA
1094
Financial Advantage
Maryland
$51K +$53.2K +1,329 New
ADL
1095
Asset Dedication LLC
California
$48K +$4.61K +115 +10%
LWS
1096
Lucia Wealth Services
California
$47K -$14.6K -365 -23%
BAM
1097
Bruderman Asset Management
New York
$47K +$1.08K +27 +2%
PFGIA
1098
Patriot Financial Group Insurance Agency
Massachusetts
$45K
CA
1099
Crewe Advisors
Utah
$42K
VCM
1100
Vigilant Capital Management
Maine
$42K +$43.5K +1,085 New

EEM Hedge Fund Activity: Q4 2018 in Review

1,191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2018, worth a combined $20.9B — down 3.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new EEM positions and 117 closed out — a net gain of 93 holders — while 443 added to existing stakes and 400 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Lincoln National Corp, cutting an estimated $630M.

  • 1,191 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2018, up from 1,111 in Q3 2018.
  • Funds reported $20.9B of iShares MSCI Emerging Markets ETF stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 210 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2018 and 117 closed out, a net change of +93 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2018 was BlackRock, an estimated $440M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2018 was Lincoln National Corp, an estimated $630M sold.

Based on aggregated 13F filings for Q4 2018.