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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
GWANC
1201
Guardian Wealth Advisors (North Carolina)
North Carolina
$27.3K -$3.24K -84 -11%
ACA
1202
Aptus Capital Advisors
Alabama
$27.3K -$14.4K -374 -36%
DJSG
1203
D.J. St. Germain
Massachusetts
$25.7K
AWM
1204
Abound Wealth Management
Tennessee
$24.8K +$463 +12 +2%
MHR
1205
Matthew Hamilton Rosenberg
$24.4K
AWM
1206
Aberdeen Wealth Management
Illinois
$23.3K
PCWA
1207
Pacific Capital Wealth Advisors
California
$22.6K +$21.7K +561 New
FFL
1208
Financial Freedom LLC
Ohio
$22.2K +$386 +10 +2%
FRA
1209
Front Row Advisors
California
$21.7K
FWM
1210
Focused Wealth Management
New York
$20.5K +$2.86K +74 +17%
CWM
1211
CarsonAllaria Wealth Management
Illinois
$20.3K +$1.74K +45 +10%
BFO
1212
Biltmore Family Office
North Carolina
$20.1K
GC
1213
Gould Capital
Washington
$20K
HFS
1214
Hantz Financial Services
Michigan
$20K -$11.5K -299 -38%
IGWM
1215
ICA Group Wealth Management
Colorado
$19.1K +$18.3K +475 New
FWA
1216
FSC Wealth Advisors
New York
$18.6K +$347 +9 +2%
AWM
1217
Activest Wealth Management
Florida
$18.4K -$23.4K -606 -57%
MCM
1218
MidAtlantic Capital Management
Virginia
$18.2K +$17.5K +452 New
BC
1219
Broadwater Capital
Massachusetts
$18.1K +$17.4K +450 New
HDIM
1220
Hanson & Doremus Investment Management
Vermont
$18K
LWCFA
1221
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17.3K
WWM
1222
Wolff Wiese Magana
California
$17.1K
CB
1223
CNB Bank
Pennsylvania
$17K
CTB
1224
Country Trust Bank
Illinois
$17K
RFA
1225
Register Financial Advisors
Georgia
$16.3K +$309 +8 +2%

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.