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iShares MSCI Emerging Markets ETF

1,323 hedge funds and large institutions have $17.6B invested in iShares MSCI Emerging Markets ETF in 2023 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 419 increasing their positions, 557 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 78

1% more funds holding

Funds holding: 1,3161,323 (+7)

2% less call options, than puts

Call options by funds: $7.72B | Put options by funds: $7.88B

6.17% less ownership

Funds ownership: 80.91%74.74% (-6.2%)

13% less capital invested

Capital invested by funds: $20.2B → $17.6B (-$2.6B)

18% less funds holding in top 10

Funds holding in top 10: 6856 (-12)

25% less repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 557

Holders
1,323
Holders Change
+7
Holders Change %
+0.53%
% of All Funds
20.77%
Holding in Top 10
56
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-17.65%
% of All Funds
0.88%
New
94
Increased
419
Reduced
557
Closed
78
Calls
$7.72B
Puts
$7.88B
Net Calls
-$160M
Net Calls Change
-$3.13B
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1301
Trifecta Capital Advisors
Illinois
$2.94K
HCM
1302
Hollencrest Capital Management
California
$2.81K -$39.3K -1,000 -93%
LOIP
1303
Live Oak Investment Partners
Texas
$2.53K
NECFA
1304
New England Capital Financial Advisors
Connecticut
$2.47K
PCA
1305
Providence Capital Advisors
North Carolina
$2.1K -$944 -24 -31%
IF
1306
Integrity Financial
Wyoming
$2.1K
FMP
1307
Financial Management Professionals
Texas
$2K +$944 +24 +86%
MBFW
1308
Morton Brown Family Wealth
Pennsylvania
$1.94K
NA
1309
Nordwand Advisors
Pennsylvania
$1.74K
BAM
1310
Bellevue Asset Management
Washington
$1.7K
ICM
1311
Islay Capital Management
Texas
$1.66K
GG
1312
Gleason Group
Kentucky
$1.43K -$79 -2 -5%
RCM
1313
Raleigh Capital Management
North Carolina
$1.41K -$1.57K -40 -53%
HWA
1314
HHM Wealth Advisors
Tennessee
$1.38K +$1.38K +35 New
MRCM
1315
M&R Capital Management
New Jersey
$1.34K -$7.87K -200 -85%
BC
1316
Barrett & Company
Rhode Island
$1.06K
TFA
1317
Transamerica Financial Advisors
Florida
$1K +$39 +1 New
NRG
1318
Nemes Rush Group
Michigan
$792 +$787 +20 New
RF
1319
Robbins Farley
New Hampshire
$554
EL
1320
EMFO LLC
Florida
$483
AA
1321
Addison Advisors
Vermont
$436 +$157 +4 +57%
AWM
1322
Aspire Wealth Management
Massachusetts
$423
TCM
1323
TD Capital Management
Tennessee
$396
GCS
1324
Gordian Capital (Singapore)
Singapore
$40
DI
1325
Disciplined Investments
Oklahoma
$38 -$47.6K -1,210 -100%

EEM Hedge Fund Activity: Q2 2023 in Review

1,323 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q2 2023, worth a combined $17.6B — down 13% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new EEM positions and 78 closed out — a net gain of 16 holders — while 419 added to existing stakes and 557 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $210M. The largest seller was BlackRock, cutting an estimated $1.03B.

  • 1,323 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q2 2023, up from 1,316 in Q1 2023.
  • Funds reported $17.6B of iShares MSCI Emerging Markets ETF stock for Q2 2023, down 13% quarter-over-quarter.
  • 94 funds opened new iShares MSCI Emerging Markets ETF positions in Q2 2023 and 78 closed out, a net change of +16 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q2 2023 was Morgan Stanley, an estimated $210M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q2 2023 was BlackRock, an estimated $1.03B sold.

Based on aggregated 13F filings for Q2 2023.