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iShares MSCI Emerging Markets ETF

1,191 hedge funds and large institutions have $20.9B invested in iShares MSCI Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 443 increasing their positions, 400 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 117

23% more funds holding in top 10

Funds holding in top 10: 92113 (+21)

11% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 400

7% more funds holding

Funds holding: 1,1111,191 (+80)

0.89% more ownership

Funds ownership: 70.11%71% (+0.89%)

4% less capital invested

Capital invested by funds: $21.7B → $20.9B (-$834M)

23% less call options, than puts

Call options by funds: $7.76B | Put options by funds: $10.1B

Holders
1,191
Holders Change
+80
Holders Change %
+7.2%
% of All Funds
26.54%
Holding in Top 10
113
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+22.83%
% of All Funds
2.52%
New
210
Increased
443
Reduced
400
Closed
117
Calls
$7.76B
Puts
$10.1B
Net Calls
-$2.3B
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
1126
Bay Harbor Wealth Management
Maryland
$23K +$24K +600 New
HPC
1127
HM Payson & Co
Maine
$21K -$2.8M -69,872 -99%
WAS
1128
WESPAC Advisors SoCal
California
$21K
VNA
1129
Valley National Advisers
Pennsylvania
$20K
PI
1130
PineBridge Investments
New York
$19K +$19.5K +486 New
FWM
1131
Focused Wealth Management
New York
$18K
MCM
1132
MV Capital Management
Maryland
$18K
HWM
1133
Holloway Wealth Management
Florida
$16K
SMFS
1134
Squar Milner Financial Services
California
$16K
BCA
1135
Berman Capital Advisors
Georgia
$16K +$16.7K +418 New
EWM
1136
Edge Wealth Management
New York
$15K -$21.5K -536 -58%
SWP
1137
Strategic Wealth Partners
Ohio
$15K
AWM
1138
Aevitas Wealth Management
Massachusetts
$15K +$200 +5 +1%
CFA
1139
Carroll Financial Associates
North Carolina
$15K +$3.89K +97 +33%
ACA
1140
Atlas Capital Advisors
Wyoming
$14.9K
PC
1141
Premise Capital
Illinois
$14K -$80 -2 -0.6%
CHP
1142
Cable Hill Partners
Oregon
$14K
FC
1143
Ferris Capital
Massachusetts
$14K
HDIM
1144
Hanson & Doremus Investment Management
Vermont
$14K
APC
1145
Aspire Private Capital
North Carolina
$14K +$14.4K +360 New
RFWA
1146
RPg Family Wealth Advisory
Massachusetts
$13.7K -$2.8K -70 -17%
ATC
1147
Adirondack Trust Company
New York
$13K
PFSC
1148
Peoples Financial Services Corp
Pennsylvania
$13K
HS
1149
Horan Securities
United States
$13K +$200 +5 +2%
WCM
1150
Whitener Capital Management
North Carolina
$12K -$16.2K -405 -56%

EEM Hedge Fund Activity: Q4 2018 in Review

1,191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2018, worth a combined $20.9B — down 3.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new EEM positions and 117 closed out — a net gain of 93 holders — while 443 added to existing stakes and 400 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Lincoln National Corp, cutting an estimated $630M.

  • 1,191 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2018, up from 1,111 in Q3 2018.
  • Funds reported $20.9B of iShares MSCI Emerging Markets ETF stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 210 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2018 and 117 closed out, a net change of +93 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2018 was BlackRock, an estimated $440M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2018 was Lincoln National Corp, an estimated $630M sold.

Based on aggregated 13F filings for Q4 2018.