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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
LFG
1101
LifePlan Financial Group
Ohio
$8K -$2.67K -65 -21%
MRCM
1102
M&R Capital Management
New Jersey
$8K
SFA
1103
Semmax Financial Advisors
North Carolina
$8K +$10.1K +245 New
RCA
1104
Rowland Carmichael Advisors
Arizona
$7K -$36.9K -900 -82%
PFGIA
1105
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$20.6K -501 -71%
DTIM
1106
Danda Trouve Investment Management
Kansas
$7K -$20.5K -500 -71%
BCM
1107
Bourgeon Capital Management
Connecticut
$7K
IWMA
1108
Ironwood Wealth Management (Arizona)
Arizona
$7K
MFT
1109
Moisand Fitzgerald Tamayo
Florida
$7K
FMP
1110
Financial Management Professionals
Texas
$6K -$82 -2 -1%
VCP
1111
Verus Capital Partners
Arizona
$6K
TC
1112
Tatro Capital
Kentucky
$6K +$7.18K +175 New
CAN
1113
Claraphi Advisory Network
United States
$6K +$7.59K +185 New
Simplex Trading
1114
Simplex Trading
Illinois
$6K +$8.21K +200 New
FCB
1115
First Command Bank
Texas
$5K
FCFS
1116
First Command Financial Services
Texas
$5K
SWM
1117
Selective Wealth Management
Virginia
$5K
SFPG
1118
Stonebridge Financial Planning Group
Florida
$5K +$6.15K +150 New
BCIM
1119
British Columbia Investment Management
British Columbia, Canada
$4K -$738K -18,000 -99%
CBT
1120
Central Bank & Trust
Kentucky
$4K -$15.9K -388 -77%
BA
1121
Ballast Advisors
Minnesota
$4K -$1.72K -42 -26%
IRC
1122
Investors Research Corp
Georgia
$4K
OSAM
1123
O'Shaughnessy Asset Management
Connecticut
$4K
CAL
1124
Capital Analysts LLC
Pennsylvania
$4K +$821 +20 +18%
PK
1125
Pflug Koory
Nebraska
$4K +$2.17K +53 +79%

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.