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iShares MSCI Emerging Markets ETF

1,317 hedge funds and large institutions have $18.7B invested in iShares MSCI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 403 increasing their positions, 531 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 94

57% more call options, than puts

Call options by funds: $8.74B | Put options by funds: $5.57B

14% more funds holding in top 10

Funds holding in top 10: 5765 (+8)

8% more funds holding

Funds holding: 1,2171,317 (+100)

3% more capital invested

Capital invested by funds: $18.2B → $18.7B (+$522M)

5.71% less ownership

Funds ownership: 85.7%79.99% (-5.7%)

24% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 531

Holders
1,317
Holders Change
+100
Holders Change %
+8.22%
% of All Funds
21.17%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
1.04%
New
219
Increased
403
Reduced
531
Closed
94
Calls
$8.74B
Puts
$5.57B
Net Calls
+$3.17B
Net Calls Change
+$3.67B
Name Holding Trade Value Shares
Change
Change in
Stake
LC
1151
Lindbrook Capital
California
$78.3K -$200K -5,417 -72%
BFPW
1152
BOK Financial Private Wealth
Colorado
$75K -$1.27M -34,490 -95%
JFA
1153
JNBA Financial Advisors
Minnesota
$74.5K -$3.62K -98 -5%
KTC
1154
Kistler-Tiffany Companies
Pennsylvania
$74.4K
BCMLT
1155
Beacon Capital Management LLC (Tennessee)
Tennessee
$74.4K -$2.8K -76 -4%
WFA
1156
WestHill Financial Advisors
California
$74.1K
NFSG
1157
Newbridge Financial Services Group
Florida
$70.9K -$4.32K -117 -6%
SJIM
1158
St. Johns Investment Management
Florida
$70.3K +$11.7K +317 +21%
JFGIW
1159
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$70.1K +$68.3K +1,850 New
SFFS
1160
Stonehage Fleming Financial Services
Jersey
$69.8K
WC
1161
Westwind Capital
New Mexico
$68K +$66.2K +1,795 New
CHA
1162
Carmichael Hill & Associates
Maryland
$66.1K -$2.66K -72 -4%
KM
1163
Kalos Management
Georgia
$65K +$63.3K +1,715 New
QCG
1164
Quadrant Capital Group
Ohio
$62.6K -$252K -6,837 -81%
SWM
1165
Sugarloaf Wealth Management
Georgia
$61.7K +$701 +19 +1%
RBC
1166
Romano Brothers & Co
Illinois
$61.4K +$59.8K +1,620 New
CFFP
1167
Center for Financial Planning
Michigan
$61.3K +$221 +6 +0.4%
RA
1168
Rise Advisors
New York
$60.8K +$885 +24 +2%
MCM
1169
Mill Capital Management
North Carolina
$60.6K
CP
1170
Castleview Partners
Texas
$60.6K -$25.8K -700 -30%
LWA
1171
Lowe Wealth Advisors
Maryland
$57K
BCM
1172
Blume Capital Management
California
$56.9K -$60.9K -1,650 -52%
AIM
1173
Axiom Investment Management
New York
$56.9K -$55.3K -1,500 -50%
AIM
1174
Anchor Investment Management
South Carolina
$55.1K +$37 +1 +0.1%
PFM
1175
Phillips Financial Management
Indiana
$53.8K +$11.1K +300 +27%

EEM Hedge Fund Activity: Q4 2022 in Review

1,317 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2022, worth a combined $18.7B — up 2.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new EEM positions and 94 closed out — a net gain of 125 holders — while 403 added to existing stakes and 531 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $316M. The largest seller was Toronto Dominion Bank, cutting an estimated $364M.

  • 1,317 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2022, up from 1,217 in Q3 2022.
  • Funds reported $18.7B of iShares MSCI Emerging Markets ETF stock for Q4 2022, up 2.9% quarter-over-quarter.
  • 219 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2022 and 94 closed out, a net change of +125 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2022 was Varma Mutual Pension Insurance Co, an estimated $316M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2022 was Toronto Dominion Bank, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2022.