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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
HI
1076
Horizon Investments
North Carolina
$241K +$230K +5,365 New
BWP
1077
Baldwin Wealth Partners
Massachusetts
$240K +$8.24K +192 +4%
CC
1078
Chicago Capital
Illinois
$238K
PG
1079
Patten Group
Tennessee
$237K +$227K +5,283 New
JIC
1080
Joel Isaacson & Co
New York
$236K +$300 +7 +0.1%
MWM
1081
Meridian Wealth Management
Kentucky
$235K +$14.1K +328 +7%
SBIA
1082
Sheaff Brock Investment Advisors
Indiana
$234K +$2.15K +50 +1%
AFM
1083
Abbot Financial Management
Massachusetts
$233K -$4.29K -100 -2%
PCMC
1084
Private Capital Management (Colorado)
Colorado
$233K
SH
1085
Svenska Handelsbanken
Sweden
$233K
SIAM
1086
Sterling Investment Advisors (Missouri)
Missouri
$233K +$515 +12 +0.2%
FAAM
1087
First Ascent Asset Management
Colorado
$233K +$223K +5,196 New
DAM
1088
Deltec Asset Management
New York
$232K
IC
1089
Inverness Counsel
New York
$232K
RTS
1090
Round Table Services
New Jersey
$231K
NPF
1091
Norris Perne & French
Michigan
$231K +$221K +5,137 New
PWPS
1092
Pinnacle Wealth Planning Services
Ohio
$230K -$32.9K -766 -13%
GI
1093
Glovista Investments
New Jersey
$230K +$220K +5,135 New
ATPW
1094
Ashton Thomas Private Wealth
Arizona
$230K +$220K +5,116 New
BOS
1095
Bingham Osborn & Scarborough
California
$227K +$217K +5,049 New
TF
1096
TimeScale Financial
Massachusetts
$226K -$18.2K -424 -8%
IIC
1097
Ironwood Investment Counsel
Arizona
$224K -$70.8K -1,650 -25%
DDC
1098
DF Dent & Co
Maryland
$224K
BOM
1099
Bank of Marin
California
$223K +$214K +4,980 New
FSA
1100
Fort Sheridan Advisors
Illinois
$222K -$129 -3 -0.1%

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.