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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
FA
1226
Financial Advantage
Maryland
$59K
Acadian Asset Management
1227
Acadian Asset Management
Massachusetts
$58K +$55.6K +1,296 New
ACA
1228
Aptus Capital Advisors
Alabama
$57K +$36.9K +860 +221%
EWM
1229
EPG Wealth Management
Georgia
$57K +$54.7K +1,274 New
LWS
1230
Lucia Wealth Services
California
$54K
T2I
1231
Turim 21 Investimentos
Brazil
$54K +$51.8K +1,207 New
RMAM
1232
Raab & Moskowitz Asset Management
New Jersey
$53K +$51.5K +1,200 New
RCA
1233
Rowland Carmichael Advisors
Arizona
$49K
CA
1234
Crewe Advisors
Utah
$48K
JFA
1235
JNBA Financial Advisors
Minnesota
$48K +$15K +349 +49%
LWM
1236
Liberty Wealth Management
California
$46K +$901 +21 +2%
AWM
1237
Avondale Wealth Management
Texas
$45K
LWA
1238
Lowe Wealth Advisors
Maryland
$45K
SIS
1239
Sound Income Strategies
Florida
$45K +$30.7K +715 +254%
M
1240
MOTCO
Texas
$45K +$31.5K +733 +271%
PCA
1241
Providence Capital Advisors
North Carolina
$45K +$42.9K +1,000 New
CTB
1242
Country Trust Bank
Illinois
$44K -$2.15K -50 -5%
DAM
1243
Delta Asset Management
Tennessee
$43K
POIA
1244
Pin Oak Investment Advisors
Texas
$43K
VC
1245
Vestor Capital
Illinois
$42K -$1.72K -40 -4%
PR
1246
Payden & Rygel
California
$40K
TFA
1247
Toth Financial Advisory
Virginia
$40K +$38K +885 New
EK
1248
Evensky & Katz
Florida
$39K -$53.5K -1,247 -59%
IF
1249
Ironwood Financial
Arizona
$39K +$215 +5 +0.6%
TC
1250
Trust Company
Kansas
$38K

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.