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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
PMFA
1101
Plante Moran Financial Advisors
Michigan
$166K +$160K +4,132 New
OFG
1102
Oxford Financial Group
Indiana
$166K
APCM
1103
Alaska Permanent Capital Management
Alaska
$165K
GC
1104
Garde Capital
Washington
$164K -$53K -1,373 -25%
EWA
1105
EverSource Wealth Advisors
Alabama
$162K -$77.6K -2,011 -33%
MA
1106
MCF Advisors
Kentucky
$155K -$9.92K -257 -6%
FWP
1107
FAS Wealth Partners
Kansas
$145K +$2.08K +54 +2%
EWM
1108
EPG Wealth Management
Georgia
$142K -$13.9K -359 -9%
RDFA
1109
Ritter Daniher Financial Advisory
Ohio
$140K
FUBT
1110
First United Bank & Trust
Maryland
$130K +$125K +3,237 New
BFEC
1111
Benjamin F. Edwards & Company
Missouri
$129K
FAM
1112
Family Asset Management
South Carolina
$122K -$16.4K -424 -12%
ADL
1113
Asset Dedication LLC
California
$122K -$85.3K -2,210 -42%
AWM
1114
Ameliora Wealth Management
Switzerland
$119K
CTWM
1115
Cherry Tree Wealth Management
Minnesota
$116K
IFAM
1116
Institutional & Family Asset Management
Colorado
$114K
PP
1117
PrairieView Partners
Minnesota
$114K
FBC
1118
Fairfield, Bush & Co
Connecticut
$114K +$109K +2,835 New
TIM
1119
Thompson Investment Management
Wisconsin
$113K
RF
1120
Robinswood Financial
Washington
$113K -$39 -1 -0%
CT
1121
Cambridge Trust
Massachusetts
$113K +$9.65K +250 +10%
PS
1122
Planned Solutions
California
$110K +$106K +2,738 New
AA
1123
AlphaMark Advisors
Kentucky
$106K
MWM
1124
Mascoma Wealth Management
New Hampshire
$105K
CIA
1125
Cape Investment Advisory
Georgia
$99.2K -$4.36K -113 -4%

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.