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iShares MSCI Emerging Markets ETF

1,276 hedge funds and large institutions have $15.5B invested in iShares MSCI Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 325 increasing their positions, 563 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.32% more ownership

Funds ownership: 74.74%82.06% (+7.3%)

5% less call options, than puts

Call options by funds: $8.31B | Put options by funds: $8.78B

4% less funds holding

Funds holding: 1,3231,276 (-47)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

12% less capital invested

Capital invested by funds: $17.6B → $15.5B (-$2.09B)

30% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 105

42% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 563

Holders
1,276
Holders Change
-47
Holders Change %
-3.55%
% of All Funds
20.25%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
73
Increased
325
Reduced
563
Closed
105
Calls
$8.31B
Puts
$8.78B
Net Calls
-$477M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1151
Pin Oak Investment Advisors
Texas
$38K -$2.38K -60 -6%
HCM
1152
Highlander Capital Management
New Jersey
$38K
Amundi
1153
Amundi
France
$37.9K -$2.97M -75,000 -99%
LWA
1154
Lowe Wealth Advisors
Maryland
$37.2K -$20.7K -522 -35%
NIC
1155
Northwest Investment Counselors
Oregon
$36.6K
PFM
1156
Phillips Financial Management
Indiana
$34.5K
T2I
1157
Turim 21 Investimentos
Brazil
$33.8K
GCM
1158
Gables Capital Management
Florida
$30.4K
HFS
1159
Hantz Financial Services
Michigan
$30K +$28.5K +720 +1,091%
PCFFS
1160
Pacific Center for Financial Services
California
$29.9K
DSC
1161
Duncker Streett & Co
Missouri
$29.8K
GWANC
1162
Guardian Wealth Advisors (North Carolina)
North Carolina
$29K +$238 +6 +0.8%
OC
1163
Oakworth Capital
Alabama
$28.9K
CFFP
1164
Center for Financial Planning
Michigan
$28.3K
BSC
1165
Brown Shipley & Co
United Kingdom
$27.9K
HGERS
1166
Householder Group Estate & Retirement Specialist
Arizona
$27.5K +$28.7K +725 New
ZC
1167
Zeit Capital
Colorado
$26K
DJSG
1168
D.J. St. Germain
Massachusetts
$24.2K
FFA
1169
Farther Finance Advisors
California
$24.1K +$1.54K +39 +7%
RA
1170
Rise Advisors
New York
$24K -$20.2K -509 -45%
MHR
1171
Matthew Hamilton Rosenberg
$23.1K
FP
1172
Financial Perspectives
Minnesota
$23K
WAS
1173
Winch Advisory Services
Wisconsin
$23K -$3.33K -84 -12%
AWM
1174
Abound Wealth Management
Tennessee
$23K
PO
1175
Private Ocean
California
$22.1K -$20.4K -516 -47%

EEM Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2023, worth a combined $15.5B — down 12% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of EEM and 73 opened new positions — a net loss of 32 holders — while 563 trimmed existing stakes and 325 added.

The largest buyer was Bluefin Capital Management, adding an estimated $384M. The largest seller was BlackRock, cutting an estimated $470M.

  • 1,276 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2023, down from 1,323 in Q2 2023.
  • Funds reported $15.5B of iShares MSCI Emerging Markets ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2023 and 105 closed out, a net change of -32 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2023 was Bluefin Capital Management, an estimated $384M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2023 was BlackRock, an estimated $470M sold.

Based on aggregated 13F filings for Q3 2023.