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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
GIA
1101
Granite Investment Advisors
New Hampshire
$221K -$53.7K -1,250 -20%
Luther King Capital Management (LKCM)
1102
Luther King Capital Management (LKCM)
Texas
$219K
OWA
1103
One Wealth Advisors
California
$219K +$210K +4,883 New
LWP
1104
Legacy Wealth Planning
Nevada
$219K +$210K +4,884 New
MIH
1105
Meitav Investment House
Israel
$218K -$413K -9,632 -66%
SFG
1106
StrategIQ Financial Group
Indiana
$217K -$4.21K -98 -2%
AW
1107
Avion Wealth
Texas
$217K +$208K +4,836 New
NEPPG
1108
New England Professional Planning Group
Rhode Island
$217K +$208K +4,839 New
HJIM
1109
Henry James International Management
New York
$217K +$208K +4,840 New
GI
1110
GS Investments
Minnesota
$217K
KWM
1111
Keebeck Wealth Management
Illinois
$216K +$207K +4,817 New
TWM
1112
Torch Wealth Management
Ohio
$216K +$207K +4,820 New
PFBT
1113
Parkside Financial Bank & Trust
Missouri
$215K +$1.72K +40 +0.8%
CAGAS
1114
Capital Advisory Group Advisory Services
Minnesota
$215K +$6.01K +140 +3%
CFA
1115
Cahill Financial Advisors
Minnesota
$215K +$205K +4,781 New
LWPC
1116
Legacy Wealth Partners (California)
California
$215K +$210K +4,899 New
PMG
1117
ProVise Management Group
Florida
$214K -$8.59K -200 -4%
WC
1118
Weil Company
California
$214K
CL
1119
Cabana LLC
Arkansas
$213K -$14.9K -346 -7%
PA
1120
Probity Advisors
Texas
$212K +$203K +4,723 New
RHBC
1121
R.H. Bluestein & Co
Michigan
$212K +$203K +4,725 New
FPTW
1122
Franklin, Parlapiano, Turner & Welch
Texas
$211K +$202K +4,707 New
BWM
1123
BerganKDV Wealth Management
Minnesota
$210K +$201K +4,674 +155,800%
LOPW
1124
Live Oak Private Wealth
North Carolina
$209K +$199K +4,647 New
S
1125
SignatureFD
Georgia
$208K +$113K +2,622 +130%

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.