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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
FWM
1151
FSA Wealth Management
Massachusetts
$62K +$59.8K +1,548 New
LC
1152
Lindbrook Capital
California
$61.1K
BCM
1153
Blume Capital Management
California
$60.3K
SC
1154
Steph & Co
Wisconsin
$59.9K -$917K -23,744 -94%
WIM
1155
Westside Investment Management
California
$58.6K +$425 +11 +0.8%
FFA
1156
Founders Financial Alliance
North Carolina
$58.6K +$1K +26 +2%
SIS
1157
Sound Income Strategies
Florida
$57.7K +$44K +1,140 +386%
CAM
1158
Creekmur Asset Management
Illinois
$57.5K +$55.3K +1,431 New
RFA
1159
Resurgent Financial Advisors
Georgia
$56.3K +$1K +26 +2%
KWAG
1160
Kiely Wealth Advisory Group
North Carolina
$55.7K +$55.2K +1,430 New
MSS
1161
Mitchell Sinkler & Starr
Pennsylvania
$52.4K +$50.3K +1,303 New
AIA
1162
Armor Investment Advisors
North Carolina
$52.3K
FPB
1163
First PREMIER Bank
South Dakota
$52K
T
1164
Tidemark
California
$50.6K +$48.6K +1,259 New
CSC
1165
Caldwell Sutter Capital
California
$50.4K +$34.7K +900 +254%
CIAS
1166
Capital Investment Advisory Services
North Carolina
$50.2K -$2.93K -76 -6%
GI
1167
Gradient Investments
Minnesota
$48.1K
WIA
1168
Wetzel Investment Advisors
Indiana
$48K +$46.6K +1,206 New
GI
1169
GAMMA Investing
California
$48K +$48.3K +1,250 New
CPA
1170
Clear Point Advisors
New York
$48K +$46.1K +1,193 New
ATC
1171
Adirondack Trust Company
New York
$45.6K
LF
1172
Lee Financial
Texas
$44.3K
AIP
1173
Ameritas Investment Partners
Nebraska
$44.2K -$2.39K -62 -5%
AWA
1174
Alaska Wealth Advisors
Alaska
$44.2K
CB
1175
Centennial Bank
Arkansas
$44.1K

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.