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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
SMFS
1276
Squar Milner Financial Services
California
$18K +$17.5K +408 New
HDIM
1277
Hanson & Doremus Investment Management
Vermont
$16K
GIP
1278
Granite Investment Partners
California
$16K +$7.13K +166 +84%
RFWA
1279
RPg Family Wealth Advisory
Massachusetts
$15.7K
ATC
1280
Adirondack Trust Company
New York
$14K
GWMIA
1281
Global Wealth Management Investment Advisory
Florida
$14K
LFG
1282
LifePlan Financial Group
Ohio
$14K
PFSC
1283
Peoples Financial Services Corp
Pennsylvania
$14K
HIM
1284
HawsGoodwin Investment Management
Tennessee
$13K +$12.8K +298 New
KFS
1285
Kelly Financial Services
Massachusetts
$12K
JPLA
1286
Joseph P. Lucia & Associates
New York
$11K
MRCM
1287
M&R Capital Management
New Jersey
$11K +$129 +3 +1%
FWM
1288
FSA Wealth Management
Massachusetts
$11K +$10.4K +243 New
AAMA
1289
Advanced Asset Management Advisors
Ohio
$11K +$10.7K +250 New
IWMA
1290
Ironwood Wealth Management (Arizona)
Arizona
$10K
BCM
1291
Bourgeon Capital Management
Connecticut
$9K
MFT
1292
Moisand Fitzgerald Tamayo
Florida
$9K
TI
1293
tru Independence
Oregon
$9K +$12.2K +284 New
FMP
1294
Financial Management Professionals
Texas
$8K +$472 +11 +6%
VCP
1295
Verus Capital Partners
Arizona
$8K +$7.3K +170 New
GSC
1296
G&S Capital
Colorado
$8K +$8.59K +200 New
APC
1297
Aspire Private Capital
North Carolina
$7K -$1.46K -34 -18%
BA
1298
Ballast Advisors
Minnesota
$7K +$6.91K +161 New
WCA
1299
Windsor Creek Advisors
Vermont
$6.06K +$868K +20,210 +18%
SWM
1300
Selective Wealth Management
Virginia
$6K -$7.34K -171 -55%

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.