We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

1,317 hedge funds and large institutions have $18.7B invested in iShares MSCI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 403 increasing their positions, 531 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 94

57% more call options, than puts

Call options by funds: $8.74B | Put options by funds: $5.57B

14% more funds holding in top 10

Funds holding in top 10: 5765 (+8)

8% more funds holding

Funds holding: 1,2171,317 (+100)

3% more capital invested

Capital invested by funds: $18.2B → $18.7B (+$522M)

5.71% less ownership

Funds ownership: 85.7%79.99% (-5.7%)

24% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 531

Holders
1,317
Holders Change
+100
Holders Change %
+8.22%
% of All Funds
21.17%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
1.04%
New
219
Increased
403
Reduced
531
Closed
94
Calls
$8.74B
Puts
$5.57B
Net Calls
+$3.17B
Net Calls Change
+$3.67B
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1201
Endurance Wealth Management
Rhode Island
$34K -$5.87K -159 -15%
AW
1202
Avion Wealth
Texas
$32K
GCM
1203
Gables Capital Management
Florida
$30.3K -$3.69K -100 -11%
DSC
1204
Duncker Streett & Co
Missouri
$29.8K
WOSD
1205
WFA of San Diego
California
$29.3K +$28.5K +772 New
SSC
1206
Syverson Strege & Co
Iowa
$29.2K
OC
1207
Oakworth Capital
Alabama
$28.8K -$14K -379 -33%
GWANC
1208
Guardian Wealth Advisors (North Carolina)
North Carolina
$28.8K +$3.02K +82 +12%
BWM
1209
BerganKDV Wealth Management
Minnesota
$28.1K -$39.2K -1,062 -59%
PPC
1210
Park Place Capital
Alabama
$28K +$27.4K +744 New
AWM
1211
Accurate Wealth Management
Florida
$27.2K +$24.7K +670 New
POIA
1212
Pin Oak Investment Advisors
Texas
$27K
FFA
1213
Farther Finance Advisors
California
$25.8K +$25.1K +681 New
M
1214
MOTCO
Texas
$23.6K -$9.96K -270 -30%
FP
1215
Financial Perspectives
Minnesota
$22.8K +$295 +8 +1%
AWM
1216
Abound Wealth Management
Tennessee
$22.8K +$332 +9 +2%
WT
1217
Washington Trust
Rhode Island
$22.3K -$7.38K -200 -25%
AWM
1218
Aberdeen Wealth Management
Illinois
$22K
RWMH
1219
Riverpoint Wealth Management Holdings
Illinois
$20.9K +$20.3K +550 New
LAM
1220
Lakewood Asset Management
Illinois
$20K +$19.6K +531 New
BCM
1221
Bourgeon Capital Management
Connecticut
$19.9K +$19.4K +525 New
IWP
1222
IAG Wealth Partners
Wisconsin
$19.8K +$19.3K +522 New
AAP
1223
Arax Advisory Partners
Colorado
$19.6K +$8.08K +219 +74%
BFO
1224
Biltmore Family Office
North Carolina
$18.9K -$386K -10,450 -95%
AWM
1225
Avondale Wealth Management
Texas
$18.9K -$64.6K -1,750 -78%

EEM Hedge Fund Activity: Q4 2022 in Review

1,317 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2022, worth a combined $18.7B — up 2.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new EEM positions and 94 closed out — a net gain of 125 holders — while 403 added to existing stakes and 531 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $316M. The largest seller was Toronto Dominion Bank, cutting an estimated $364M.

  • 1,317 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2022, up from 1,217 in Q3 2022.
  • Funds reported $18.7B of iShares MSCI Emerging Markets ETF stock for Q4 2022, up 2.9% quarter-over-quarter.
  • 219 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2022 and 94 closed out, a net change of +125 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2022 was Varma Mutual Pension Insurance Co, an estimated $316M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2022 was Toronto Dominion Bank, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2022.