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iShares MSCI Emerging Markets ETF

1,191 hedge funds and large institutions have $20.9B invested in iShares MSCI Emerging Markets ETF in 2018 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 443 increasing their positions, 400 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 210 | Existing positions closed: 117

23% more funds holding in top 10

Funds holding in top 10: 92113 (+21)

11% more repeat investments, than reductions

Existing positions increased: 443 | Existing positions reduced: 400

7% more funds holding

Funds holding: 1,1111,191 (+80)

0.89% more ownership

Funds ownership: 70.11%71% (+0.89%)

4% less capital invested

Capital invested by funds: $21.7B → $20.9B (-$834M)

23% less call options, than puts

Call options by funds: $7.76B | Put options by funds: $10.1B

Holders
1,191
Holders Change
+80
Holders Change %
+7.2%
% of All Funds
26.54%
Holding in Top 10
113
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+22.83%
% of All Funds
2.52%
New
210
Increased
443
Reduced
400
Closed
117
Calls
$7.76B
Puts
$10.1B
Net Calls
-$2.3B
Net Calls Change
+$1.32B
Name Holding Trade Value Shares
Change
Change in
Stake
CWS
1251
Cypress Wealth Services
California
-$404K -9,412 Closed
MWM
1252
Marietta Wealth Management
Georgia
-$391K -9,119 Closed
BRF
1253
B. Riley Financial
California
-$362K -8,427 Closed
AAC
1254
Acorn Advisory Capital
New York
-$356K -8,300 Closed
CT
1255
Clearstead Trust
Maine
-$354K -8,252 Closed
NFC
1256
Northeast Financial Consultants
Connecticut
-$337K -7,871 Closed
CHJWM
1257
Carlton Hofferkamp & Jenks Wealth Management
Texas
-$333K -7,775 Closed
WAG
1258
Winthrop Advisory Group
Massachusetts
-$332K -7,734 Closed
AP
1259
Advisor Partners
California
-$313K -7,286 Closed
BA
1260
Birinyi Associates
Connecticut
-$311K -7,250 Closed
MIH
1261
Madison Investment Holdings
Wisconsin
-$309K -7,195 Closed
SCM
1262
Sterneck Capital Management
Missouri
-$297K -6,928 Closed
BIM
1263
Baldwin Investment Management
Pennsylvania
-$283K -6,590 Closed
ABTD
1264
Arvest Bank Trust Division
Oklahoma
-$277K -6,448 Closed
Koshinski Asset Management
1265
Koshinski Asset Management
Illinois
-$262K -6,098 Closed
RTS
1266
Round Table Services
New Jersey
-$258K -6,000 Closed
BOS
1267
Bingham Osborn & Scarborough
California
-$249K -5,810 Closed
PPCM
1268
Pillar Pacific Capital Management
California
-$229K -5,344 Closed
SFM
1269
Signature Financial Management
Virginia
-$231K -5,335 Closed
CCT
1270
Chemung Canal Trust
New York
-$223K -5,204 Closed
CC
1271
Chicago Capital
Illinois
-$222K -5,165 Closed
HFP
1272
Holistic Financial Partners
Indiana
-$219K -5,111 Closed
BA
1273
Bristlecone Advisors
Washington
-$218K -5,080 Closed
WKWM
1274
Walter & Keenan Wealth Management
Indiana
-$215 -5,018 Closed
GA
1275
Geller Advisors
New York
-$215K -5,000 Closed

EEM Hedge Fund Activity: Q4 2018 in Review

1,191 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2018, worth a combined $20.9B — down 3.8% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 210 funds opened new EEM positions and 117 closed out — a net gain of 93 holders — while 443 added to existing stakes and 400 trimmed.

The largest buyer was BlackRock, adding an estimated $440M. The largest seller was Lincoln National Corp, cutting an estimated $630M.

  • 1,191 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2018, up from 1,111 in Q3 2018.
  • Funds reported $20.9B of iShares MSCI Emerging Markets ETF stock for Q4 2018, down 3.8% quarter-over-quarter.
  • 210 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2018 and 117 closed out, a net change of +93 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2018 was BlackRock, an estimated $440M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2018 was Lincoln National Corp, an estimated $630M sold.

Based on aggregated 13F filings for Q4 2018.