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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
1832 Asset Management
1226
1832 Asset Management
Ontario, Canada
$16.3K -$164K -4,253 -91%
WCAMG
1227
Woodard & Company Asset Management Group
North Carolina
$16.1K
SIM
1228
Studio Investment Management
Illinois
$16.1K +$15.4K +400 New
OSAM
1229
O'Shaughnessy Asset Management
Connecticut
$16K +$3.28K +85 +27%
AF
1230
Arrow Financial
New York
$15.9K
UCB
1231
United Community Bank
South Carolina
$15.6K
BCM
1232
Bourgeon Capital Management
Connecticut
$15.1K
CAL
1233
Capital Analysts LLC
Pennsylvania
$15K
LPP
1234
Life Planning Partners
Florida
$14.4K +$13.8K +358 New
DCM
1235
Davidson Capital Management
Texas
$14.2K +$13.6K +352 New
WAS
1236
Winch Advisory Services
Wisconsin
$13.9K -$10.5K -271 -44%
BSB
1237
Bangor Savings Bank
Maine
$13.5K
M
1238
MOTCO
Texas
$13.4K
PA
1239
PSI Advisors
Florida
$12.9K
AIA
1240
Angeles Investment Advisors
California
$12.7K
BSC
1241
Brown Shipley & Co
United Kingdom
$12.7K -$16.2K -420 -57%
CAS
1242
Coppell Advisory Solutions
Texas
$12K
AW
1243
Avion Wealth
Texas
$12K
MFA
1244
McClarren Financial Advisors
Pennsylvania
$12K +$4.05K +105 +53%
HR
1245
Howe & Rusling
New York
$11.5K +$6.72K +174 +155%
DFA
1246
DHJJ Financial Advisors
Illinois
$10.4K
SIS
1247
Strategic Investment Solutions
Illinois
$10.4K -$605K -15,681 -98%
CWAF
1248
Core Wealth Advisors (Florida)
Florida
$10.2K
FG
1249
Fairman Group
Pennsylvania
$9.53K +$9.15K +237 New
BAM
1250
Byrne Asset Management
New Jersey
$8.98K

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.