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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
BFO
1176
Biltmore Family Office
North Carolina
$108K
BB
1177
Busey Bank
Illinois
$106K +$101K +2,360 New
QAM
1178
QCI Asset Management
New York
$105K -$2.58K -60 -3%
CHA
1179
Carmichael Hill & Associates
Maryland
$105K +$101K +2,342 New
CCA
1180
Column Capital Advisors
Indiana
$105K +$2.31M +53,775 New
AIC
1181
Archer Investment Corporation
Indiana
$104K +$16K +372 +19%
RIA
1182
Realta Investment Advisors
Delaware
$103K +$15K +349 +17%
DAC
1183
Dividend Assets Capital
South Carolina
$102K +$58.7K +1,368 +149%
TA
1184
TFG Advisers
Michigan
$99K +$95.5K +2,224 New
TL
1185
TrueWealth LLC
Georgia
$98K -$18.1K -421 -16%
CCM
1186
Cribstone Capital Management
Maine
$97K -$944 -22 -1%
CIAS
1187
Capital Investment Advisory Services
North Carolina
$96K -$4.64K -108 -5%
RG
1188
Retirement Group
California
$94K +$89.6K +2,088 New
RWA
1189
Ropes Wealth Advisors
Massachusetts
$92K -$858K -20,000 -91%
AIM
1190
Anchor Investment Management
South Carolina
$90.1K
BCM
1191
Bienville Capital Management
New York
$90K +$85.6K +1,995 New
HCM
1192
Highlander Capital Management
New Jersey
$90K +$85.8K +2,000 New
EWA
1193
Evolution Wealth Advisors
Florida
$88K
ME
1194
McIlrath & Eck
Washington
$88K
ADL
1195
Asset Dedication LLC
California
$87K
AA
1196
AlphaMark Advisors
Kentucky
$84K -$20K -465 -20%
WAS
1197
Winch Advisory Services
Wisconsin
$84K -$129 -3 -0.2%
CAC
1198
Certified Advisory Corp
Florida
$84K +$1.29K +30 +2%
LC
1199
Lindbrook Capital
California
$81K -$7.94K -185 -9%
SIAP
1200
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$81K

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.