We are live on ! Find out more
EEM icon

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
USB
1076
Union Savings Bank
Connecticut
$208K -$38.6K -1,000 -16%
AWM
1077
Axxcess Wealth Management
California
$207K -$47.7K -1,236 -19%
1IA
1078
1834 Investment Advisors
Wisconsin
$205K +$197K +5,100 New
JWBC
1079
J.W. Burns & Co
New York
$205K +$197K +5,096 New
AP
1080
Atwood & Palmer
Missouri
$205K
CBB
1081
Citizens Business Bank
California
$204K -$784K -20,311 -80%
AOWM
1082
Alpha Omega Wealth Management
Virginia
$204K +$196K +5,079 New
PWMG
1083
Private Wealth Management Group
New Jersey
$204K +$196K +5,072 New
CWS
1084
Cypress Wealth Services
California
$203K -$203K -5,255 -51%
DI
1085
DDFG Inc
California
$203K +$195K +5,051 New
WA
1086
Waterford Advisors
New York
$203K +$195K +5,042 New
HIIFS
1087
Harel Insurance Investments & Financial Services
Israel
$202K
ANBT
1088
American National Bank & Trust
Texas
$202K
QWM
1089
Quaker Wealth Management
New Jersey
$201K +$193K +5,000 New
SC
1090
Searle & Co
Connecticut
$201K +$193K +5,000 New
GWM
1091
Greenwich Wealth Management
Connecticut
$201K -$219K -5,666 -53%
CP
1092
Covenant Partners
Tennessee
$192K +$184K +4,777 New
OP
1093
ORG Partners
Indiana
$191K +$118K +3,062 +181%
CSWM
1094
Cassady Schiller Wealth Management
Ohio
$186K +$77 +2 +0%
PH
1095
Pinnacle Holdings
Oklahoma
$186K
CI
1096
Cordant Inc
Oregon
$182K -$5.33K -138 -3%
CT
1097
Clearstead Trust
Maine
$181K
JHCP
1098
Jackson Hole Capital Partners
Oklahoma
$177K
PPFA
1099
Provida Pension Fund Administrator
Chile
$169K
S
1100
Sachetta
Massachusetts
$168K +$161K +4,173 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.