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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
SFG
1126
Sunburst Financial Group
Alabama
$208K +$199K +4,641 New
OC
1127
Oakworth Capital
Alabama
$207K
ACA
1128
Atlas Capital Advisors
Wyoming
$206K
UCMOK
1129
United Capital Management of KS
Kansas
$204K -$21.2K -494 -10%
KL
1130
KWMG LLC
Kansas
$204K +$195K +4,540 New
HWA
1131
Heartwood Wealth Advisors
Virginia
$203K +$195K +4,533 New
WCM
1132
Wealthcare Capital Management
Virginia
$202K
AA
1133
Advisory Alpha
Michigan
$202K -$34.4K -801 -16%
CCM
1134
Cadence Capital Management
Massachusetts
$201K +$192K +4,480 New
GP
1135
Gresham Partners
Illinois
$200K
JHCP
1136
Jackson Hole Capital Partners
Oklahoma
$197K
EIP
1137
Ellis Investment Partners
Pennsylvania
$193K +$3.13K +73 +2%
PP
1138
Pacifica Partners
Canada
$187K +$179K +4,168 New
CTC
1139
Central Trust Company
Missouri
$186K +$32.2K +750 +22%
SC
1140
Steph & Co
Wisconsin
$186K +$178K +4,149 New
SWM
1141
Sugarloaf Wealth Management
Georgia
$183K +$175K +4,088 New
TCCM
1142
Timber Creek Capital Management
Massachusetts
$182K
AIM
1143
Axiom Investment Management
New York
$179K
PWP
1144
Personal Wealth Partners
Minnesota
$176K -$74K -1,724 -31%
BCA
1145
Bray Capital Advisors
Florida
$176K
BBPWM
1146
Blue Bell Private Wealth Management
Pennsylvania
$175K -$37.5K -874 -18%
KPW
1147
Kore Private Wealth
New York
$175K +$168K +3,903 New
CYG
1148
Clean Yield Group
Vermont
$174K +$58.8K +1,370 +55%
JWM
1149
Janiczek Wealth Management
Colorado
$170K
TWA
1150
TCI Wealth Advisors
Arizona
$164K -$1.85K -43 -1%

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.