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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
BCA
1176
Bray Capital Advisors
Florida
$43.4K
EWM
1177
Evermay Wealth Management
Virginia
$42.9K
BFPW
1178
BOK Financial Private Wealth
Colorado
$42.5K
EC
1179
Elequin Capital
New York
$41.4K +$39.7K +1,029 New
POIA
1180
Pin Oak Investment Advisors
Texas
$41K
HCM
1181
Highlander Capital Management
New Jersey
$40.2K
FIA
1182
FNY Investment Advisers
New York
$40K +$38.6K +1,000 New
LWA
1183
Lowe Wealth Advisors
Maryland
$39.4K
PFM
1184
Phillips Financial Management
Indiana
$36.6K
TCPG
1185
Trivant Custom Portfolio Group
California
$35.8K -$11K -285 -24%
T2I
1186
Turim 21 Investimentos
Brazil
$35.8K
RIM
1187
Rockbridge Investment Management
New York
$35.3K +$33.9K +878 New
DPW
1188
DiNuzzo Private Wealth
Pennsylvania
$34.2K +$32.9K +851 New
EBA
1189
Eagle Bay Advisors
New York
$32.4K +$25.3K +655 +431%
GCM
1190
Gables Capital Management
Florida
$32.2K
CTC
1191
Cetera Trust Company
Minnesota
$32.2K +$30.9K +800 New
HGERS
1192
Householder Group Estate & Retirement Specialist
Arizona
$32K +$3.44K +89 +12%
CB
1193
Community Bank
New York
$31.9K -$15.4K -400 -34%
PCFFS
1194
Pacific Center for Financial Services
California
$31.7K
DSC
1195
Duncker Streett & Co
Missouri
$31.6K
AIM
1196
Anchor Investment Management
South Carolina
$31.4K -$11.6K -300 -28%
OC
1197
Oakworth Capital
Alabama
$30.6K
CFFP
1198
Center for Financial Planning
Michigan
$30.2K +$270 +7 +0.9%
PCMC
1199
Planning Capital Management Corporation
Pennsylvania
$29.2K +$28.1K +727 New
FP
1200
Financial Perspectives
Minnesota
$27.7K +$3.13K +81 +13%

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.