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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
CCM
1126
Chilton Capital Management
Texas
$97.9K
JGCM
1127
Joseph Group Capital Management
Ohio
$97.1K +$10.2K +263 +12%
LWANC
1128
Laurel Wealth Advisors (North Carolina)
North Carolina
$95.4K -$66.8K -1,729 -42%
CSB
1129
City State Bank
Iowa
$94K -$20.8K -540 -19%
BWM
1130
BKM Wealth Management
Wisconsin
$93.9K +$90.1K +2,334 New
CMP
1131
Coston McIsaac & Partners
Maine
$90K
W
1132
WealthCollab
Washington
$88K +$84.5K +2,189 New
ME
1133
McIlrath & Eck
Washington
$84.3K -$3.89M -100,835 -98%
TSW
1134
Thompson Siegel & Walmsley
Virginia
$80K
NFSG
1135
Newbridge Financial Services Group
Florida
$79.1K +$1.62K +42 +2%
CTC
1136
Central Trust Company
Missouri
$78.7K -$15.4K -400 -17%
CT
1137
Caldwell Trust
Florida
$76.8K
AWM
1138
Avior Wealth Management
Nebraska
$76.7K -$4.32K -112 -6%
FCA
1139
FinTrust Capital Advisors
South Carolina
$75.6K -$30.3K -785 -29%
HBW
1140
Hazlett, Burt & Watson
West Virginia
$75K +$6.53K +169 +10%
BCMLT
1141
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.5K -$2.16K -56 -3%
QCG
1142
Quadrant Capital Group
Ohio
$74.2K -$53K -1,372 -43%
SFFS
1143
Stonehage Fleming Financial Services
Jersey
$74.1K
JFGIW
1144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$69.6K
CHA
1145
Carmichael Hill & Associates
Maryland
$69.2K -$888 -23 -1%
SWM
1146
Sugarloaf Wealth Management
Georgia
$68K +$965 +25 +1%
PO
1147
Private Ocean
California
$65.2K +$40.1K +1,039 +178%
JFA
1148
JNBA Financial Advisors
Minnesota
$63.9K
GIA
1149
Goodwin Investment Advisory
Georgia
$62.7K -$170K -4,392 -74%
BL
1150
BFSG LLC
California
$62K +$59.6K +1,543 New

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.