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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
BA
1276
Ballast Advisors
Minnesota
$4.79K
IRC
1277
Investors Research Corp
Georgia
$4.42K
MWM
1278
MGB Wealth Management
Texas
$4.42K +$4.25K +110 New
HF
1279
Halpern Financial
Virginia
$4.19K
SA
1280
Scarborough Advisors
Maryland
$4.19K +$4.01K +104 New
JPWM
1281
Jamison Private Wealth Management
Georgia
$4.17K +$77 +2 +2%
MIM
1282
MTM Investment Management
South Carolina
$4.02K -$2.9K -75 -43%
EK
1283
Evensky & Katz
Florida
$4K -$7.41K -192 -67%
TAM
1284
Townsend Asset Management
North Carolina
$3.42K
LFA
1285
Level Financial Advisors
New York
$3.37K +$77 +2 +2%
HCM
1286
Horrell Capital Management
Arkansas
$3K
HCM
1287
Hollencrest Capital Management
California
$2.85K
FGA
1288
Fortis Group Advisors
New Jersey
$2.65K +$1.27K +33 +100%
LOIP
1289
Live Oak Investment Partners
Texas
$2.57K
NECFA
1290
New England Capital Financial Advisors
Connecticut
$2.56K +$77 +2 +3%
RP
1291
Rice Partnership
Hawaii
$2.25K -$1.16K -30 -35%
IF
1292
Integrity Financial
Wyoming
$2.13K
PCA
1293
Providence Capital Advisors
North Carolina
$2.01K -$77 -2 -4%
KFS
1294
Kelly Financial Services
Massachusetts
$1.85K -$888 -23 -33%
BAM
1295
Bellevue Asset Management
Washington
$1.73K
ICM
1296
Islay Capital Management
Texas
$1.69K
JWM
1297
Janiczek Wealth Management
Colorado
$1.61K +$347 +9 +29%
RCM
1298
Raleigh Capital Management
North Carolina
$1.44K
HWA
1299
HHM Wealth Advisors
Tennessee
$1.43K
GG
1300
Gleason Group
Kentucky
$1.24K -$77 -2 -6%

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.