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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
SC
1251
Stephens Consulting
Michigan
$8.28K
BWP
1252
Baldwin Wealth Partners
Massachusetts
$8.04K
MFT
1253
Moisand Fitzgerald Tamayo
Florida
$8.04K
TF
1254
Tompkins Financial
New York
$7.96K +$7.64K +198 New
AFS
1255
Annapolis Financial Services
Maryland
$7.88K +$3.86K +100 +104%
MRCM
1256
M&R Capital Management
New Jersey
$7.44K
BHWM
1257
Beaird Harris Wealth Management
Texas
$7.28K
PS
1258
PayPay Securities
Japan
$7.01K -$772 -20 -10%
IWMA
1259
Ironwood Wealth Management (Arizona)
Arizona
$6.67K -$232 -6 -3%
AIC
1260
Archer Investment Corporation
Indiana
$6.63K
WPA
1261
West Paces Advisors
Georgia
$6.63K
RA
1262
Rise Advisors
New York
$6.17K -$18.5K -479 -76%
Russell Investments Group
1263
Russell Investments Group
United Kingdom
$6.04K +$116 +3 +2%
RFG
1264
RFP Financial Group
Georgia
$6.03K
NF
1265
Norwood Financial
Pennsylvania
$6.03K
VF
1266
VitalStone Financial
Texas
$6K
BWL
1267
Bogart Wealth LLC
Virginia
$5.95K +$116 +3 +2%
GFL
1268
Granite FO LLC
New Hampshire
$5.55K -$50.2K -1,300 -90%
BL
1269
Balentine LLC
Georgia
$5.43K +$5.21K +135 New
HI
1270
Horizon Investments
North Carolina
$5.15K -$154 -4 -3%
BLC
1271
Brown, Lisle/Cummings
Rhode Island
$5.03K
SRCM
1272
Signature Resources Capital Management
California
$5.03K +$4.83K +125 New
FGAM
1273
Financial Gravity Asset Management
Texas
$4.95K +$4.75K +123 New
ACA
1274
American Capital Advisory
Idaho
$4.83K +$4.63K +120 New
PK
1275
Pflug Koory
Nebraska
$4.83K

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.