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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
CFG
1076
CKW Financial Group
Hawaii
$25K
FNBOSM
1077
First National Bank of South Miami
Florida
$24K
DWM
1078
Darwin Wealth Management
Florida
$23K +$29.5K +718 New
NSB
1079
Norway Savings Bank
Maine
$22K
HDIM
1080
Hanson & Doremus Investment Management
Vermont
$22K +$12.3K +300 +86%
JWBC
1081
John W. Brooker & Co
California
$17K
TCM
1082
Tradewinds Capital Management
Washington
$17K
FP
1083
Financial Perspectives
Minnesota
$16.7K
FWM
1084
Focused Wealth Management
New York
$16K
CWA
1085
Carolina Wealth Advisors
South Carolina
$16K +$15.2K +370 +356%
CTB
1086
Country Trust Bank
Illinois
$15K -$21.5K -523 -54%
BCA
1087
Berman Capital Advisors
Georgia
$14K
SMFS
1088
Squar Milner Financial Services
California
$13K
Pacer Advisors
1089
Pacer Advisors
Pennsylvania
$13K +$14.4K +350 New
ATC
1090
Adirondack Trust Company
New York
$12K
SA
1091
SRH Advisors
Kansas
$12K +$14.4K +350 New
BWP
1092
Baldwin Wealth Partners
Massachusetts
$11K -$206K -5,030 -94%
GWMIA
1093
Global Wealth Management Investment Advisory
Florida
$11K
PFSC
1094
Peoples Financial Services Corp
Pennsylvania
$11K
HR
1095
Howe & Rusling
New York
$11K +$13.6K +332 New
HIM
1096
HawsGoodwin Investment Management
Tennessee
$10K
KFS
1097
Kelly Financial Services
Massachusetts
$9.15K
AAMA
1098
Advanced Asset Management Advisors
Ohio
$9K
JPLA
1099
Joseph P. Lucia & Associates
New York
$9K
BFC
1100
Bedel Financial Consulting
Indiana
$9K +$10.3K +250 New

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.