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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
IFAM
1251
Institutional & Family Asset Management
Colorado
$36K
SFSIG
1252
San Francisco Sentry Investment Group
California
$36K +$34.3K +800 New
WEC
1253
Winslow Evans & Crocker
Massachusetts
$36K +$34.3K +800 New
NL
1254
NVWM LLC
Pennsylvania
$34K -$2.27K -53 -7%
CFG
1255
CKW Financial Group
Hawaii
$34K +$32.6K +760 New
PFGIA
1256
Patriot Financial Group Insurance Agency
Massachusetts
$32K -$19.3K -450 -39%
FNBOSM
1257
First National Bank of South Miami
Florida
$31K
DTIM
1258
Danda Trouve Investment Management
Kansas
$31K +$30K +700 New
NSB
1259
Norway Savings Bank
Maine
$30K
VCM
1260
Versant Capital Management
Arizona
$26K
AWM
1261
Aberdeen Wealth Management
Illinois
$26K +$24.9K +580 New
BHWM
1262
Bay Harbor Wealth Management
Maryland
$25K -$22.4K -521 -49%
EWP
1263
Engrave Wealth Partners
Texas
$24K +$23.5K +547 New
CBT
1264
Central Bank & Trust
Kentucky
$23K
LFG
1265
Larson Financial Group
Missouri
$23K +$429 +10 +2%
FP
1266
Financial Perspectives
Minnesota
$22K +$21.1K +491 New
TCM
1267
Tradewinds Capital Management
Washington
$22K +$15.8K +369 +291%
JWBC
1268
John W. Brooker & Co
California
$22K +$21.4K +499 New
RFM
1269
Royal Fund Management
Florida
$22K +$21.5K +500 New
FWM
1270
Focused Wealth Management
New York
$21K
HF
1271
Halpern Financial
Virginia
$20.8K +$19.8K +462 New
MCM
1272
MV Capital Management
Maryland
$20K
RCA
1273
Ranch Capital Advisors
Florida
$20K +$19.3K +450 New
SIAS
1274
Shine Investment Advisory Services
Colorado
$18K -$7.3K -170 -29%
BCA
1275
Berman Capital Advisors
Georgia
$18K

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.