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iShares MSCI Emerging Markets ETF

1,144 hedge funds and large institutions have $15.8B invested in iShares MSCI Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 318 increasing their positions, 561 reducing their positions, and 263 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.34% more ownership

Funds ownership: 77.27%81.61% (+4.3%)

14% less funds holding

Funds holding: 1,3231,144 (-179)

32% less capital invested

Capital invested by funds: $23.2B → $15.8B (-$7.42B)

43% less funds holding in top 10

Funds holding in top 10: 10862 (-46)

43% less repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 561

44% less call options, than puts

Call options by funds: $6.61B | Put options by funds: $11.9B

62% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 263

Holders
1,144
Holders Change
-179
Holders Change %
-13.53%
% of All Funds
25.21%
Holding in Top 10
62
Holding in Top 10 Change
-46
Holding in Top 10 Change %
-42.59%
% of All Funds
1.37%
New
101
Increased
318
Reduced
561
Closed
263
Calls
$6.61B
Puts
$11.9B
Net Calls
-$5.29B
Net Calls Change
-$622M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1301
Apollon Wealth Management
South Carolina
-$340K -7,352 Closed
FA
1302
Fiducient Advisors
Illinois
-$320K -7,128 Closed
SCA
1303
Sage Capital Advisors
South Dakota
-$320K -7,128 Closed
WF
1304
WoodTrust Financial
Wisconsin
-$319K -7,120 Closed
KA
1305
Kovack Advisors
Florida
-$317K -7,072 Closed
OWA
1306
Outlook Wealth Advisors
Texas
-$317K -7,058 Closed
PI
1307
Putnam Investments
Massachusetts
-$316K -7,036 Closed
FLA
1308
Financial Life Advisors
Texas
-$312K -6,946 Closed
FAN
1309
Financial Advisors Network
California
-$305K -6,805 Closed
PFA
1310
Pettinga Financial Advisors
Indiana
-$293K -6,525 Closed
CC
1311
Cedar Capital
Illinois
-$287K -6,405 Closed
GC
1312
Gilbert & Cook
Iowa
-$287K -6,399 Closed
TCM
1313
Traynor Capital Management
Pennsylvania
-$283K -6,311 Closed
AAM
1314
Augustine Asset Management
Florida
-$282K -6,294 Closed
RWA
1315
RGT Wealth Advisors
Texas
-$282K -6,281 Closed
TNA
1316
True North Advisors
Texas
-$279K -6,233 Closed
PC
1317
Premise Capital
Illinois
-$271K -6,037 Closed
PCWA
1318
Pacific Capital Wealth Advisors
California
-$270K -6,011 Closed
TC
1319
TownSquare Capital
Utah
-$269K -5,998 Closed
NP
1320
NorthRock Partners
Minnesota
-$269K -5,995 Closed
BTW
1321
Boston Trust Walden
Massachusetts
-$266K -5,935 Closed
MFW
1322
Mosaic Family Wealth
Missouri
-$257K -5,730 Closed
CCM
1323
Compton Capital Management
Rhode Island
-$257K -5,725 Closed
AAG
1324
Avalon Advisory Group
Pennsylvania
-$254K -5,670 Closed
QCM
1325
Quest Capital Management
Texas
-$250K -5,562 Closed

EEM Hedge Fund Activity: Q1 2020 in Review

1,144 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2020, worth a combined $15.8B — down 32% from $23.2B a quarter earlier.

Sellers outnumbered buyers: 263 funds closed out of EEM and 101 opened new positions — a net loss of 162 holders — while 561 trimmed existing stakes and 318 added.

The largest buyer was Susquehanna International Group, adding an estimated $294M. The largest seller was Morgan Stanley, cutting an estimated $356M.

  • 1,144 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2020, down from 1,323 in Q4 2019.
  • Funds reported $15.8B of iShares MSCI Emerging Markets ETF stock for Q1 2020, down 32% quarter-over-quarter.
  • 101 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2020 and 263 closed out, a net change of -162 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2020 was Susquehanna International Group, an estimated $294M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2020 was Morgan Stanley, an estimated $356M sold.

Based on aggregated 13F filings for Q1 2020.