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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
AAP
1201
Arax Advisory Partners
Colorado
$81K +$215 +5 +0.3%
CFFP
1202
Center for Financial Planning
Michigan
$81K +$77.2K +1,798 New
CAW
1203
Cornerstone Advisors (Washington)
Washington
$81K +$77.3K +1,800 New
PO
1204
Private Ocean
California
$80K -$8.54K -199 -10%
KTC
1205
Kistler-Tiffany Companies
Pennsylvania
$80K
HWM
1206
HighMark Wealth Management
Minnesota
$80K +$77.3K +1,800 New
AIA
1207
Armor Investment Advisors
North Carolina
$79K -$17.2K -400 -19%
FRA
1208
Front Row Advisors
California
$79K
AF
1209
Arrow Financial
New York
$78K
HCA
1210
Horan Capital Advisors
Ohio
$77K
AP
1211
Americana Partners
Texas
$77K +$74.3K +1,730 New
CWA
1212
Capital Wealth Alliance
Arizona
$77K +$78.6K +1,831 New
First Manhattan
1213
First Manhattan
New York
$76K
PCFFS
1214
Pacific Center for Financial Services
California
$73K -$15.9K -371 -19%
GWS
1215
Glassman Wealth Services
Virginia
$73K -$4.29K -100 -6%
DWA
1216
Dougherty Wealth Advisers
Minnesota
$73K
WCG
1217
Weaver Consulting Group
California
$73K
PMFA
1218
Plante Moran Financial Advisors
Michigan
$71K
BAM
1219
Bellevue Asset Management
Washington
$69K +$65.7K +1,531 New
LWA
1220
Lenox Wealth Advisors
New York
$68K +$3.73K +87 +6%
BCM
1221
Blume Capital Management
California
$67K -$15K -350 -19%
CAAS
1222
Capital Asset Advisory Services
Michigan
$67K +$65.4K +1,523 New
AIP
1223
Ameritas Investment Partners
Nebraska
$63K -$4.51K -105 -7%
GCM
1224
Gables Capital Management
Florida
$61K
RWG
1225
Regal Wealth Group
California
$61K +$16.4K +383 +39%

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.