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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
FCB
1301
First Command Bank
Texas
$6K
FCFS
1302
First Command Financial Services
Texas
$6K
OSAM
1303
O'Shaughnessy Asset Management
Connecticut
$6K +$5.45K +127 New
TCWM
1304
Total Clarity Wealth Management
Illinois
$6K +$5.79K +135 New
LWM
1305
Lionsbridge Wealth Management
Florida
$6K +$6.53K +152 New
CAL
1306
Capital Analysts LLC
Pennsylvania
$5K
IRC
1307
Investors Research Corp
Georgia
$5K
CWA
1308
Carolina Wealth Advisors
South Carolina
$5K +$4.46K +104 New
Macquarie Group
1309
Macquarie Group
Australia
$4K
SFA
1310
Stewardship Financial Advisors
Georgia
$4K
FCH
1311
Freestone Capital Holdings
Washington
$3.98K +$128K +2,993 +3%
EWM
1312
Edge Wealth Management
New York
$3K
HCM
1313
Horrell Capital Management
Arkansas
$3K
PK
1314
Pflug Koory
Nebraska
$3K
MAWCM
1315
Mine & Arao Wealth Creation & Management
California
$3K +$3.22K +75 New
GFPC
1316
Global Financial Private Client
Florida
$2.24K +$2.15K +50 New
CIAS
1317
CBIZ Investment Advisory Services
Ohio
$2K
PWMG
1318
Prestige Wealth Management Group
New Jersey
$2K
HFS
1319
HBC Financial Services
Washington
$2K +$1.76K +41 New
SL
1320
Savior LLC
Massachusetts
$1K +$601 +14 New
HWM
1321
Howard Wealth Management
Connecticut
$1K +$1.59K +37 New
VCS
1322
Vaughan & Co Securities
New Jersey
$538 +$515 +12 New
PGAM
1323
Princeton Global Asset Management
New Jersey
$121
SHWM
1324
Silicon Hills Wealth Management
Texas
$37 +$86 +2 New
NMIMC
1325
Northwestern Mutual Investment Management Company
Wisconsin
-$306M -7,483,200 Closed

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.