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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
BC
1301
Barrett & Company
Rhode Island
$1.08K +$39 +1 +4%
FMP
1302
Financial Management Professionals
Texas
$1K
TFA
1303
Transamerica Financial Advisors
Florida
$1K
NRG
1304
Nemes Rush Group
Michigan
$805
Jones Financial Companies
1305
Jones Financial Companies
Missouri
$691 +$656 +17 New
RFG
1306
REAP Financial Group
Texas
$643 +$618 +16 New
EL
1307
EMFO LLC
Florida
$500
AA
1308
Addison Advisors
Vermont
$443
AWM
1309
Aspire Wealth Management
Massachusetts
$438
TCM
1310
TD Capital Management
Tennessee
$402
DF
1311
Dunhill Financial
United Kingdom
$330 +$309 +8 New
BCIM
1312
British Columbia Investment Management
British Columbia, Canada
$201 -$2.51M -65,000 -100%
CW
1313
Cooksen Wealth
Texas
$161 +$154 +4 New
ICM
1314
Ionic Capital Management
New York
$80 -$2.11M -54,619 -100%
GCS
1315
Gordian Capital (Singapore)
Singapore
$41
BCM
1316
Bluefin Capital Management
New York
-$389M -10,070,151 Closed
OMC
1317
Old Mission Capital
Illinois
-$165M -4,358,359 Closed
Hudson Bay Capital Management
1318
Hudson Bay Capital Management
Connecticut
-$53.1M -1,400,000 Closed
AG
1319
Arctis Global
Puerto Rico
-$31.2M -823,343 Closed
IG
1320
ING Group
Netherlands
-$21.6M -570,196 Closed
BGDI
1321
BW Gestao de Investimentos
Brazil
-$21.2M -550,075 Closed
LC
1322
Lavaca Capital
Texas
-$14.1M -371,301 Closed
IP
1323
Isthmus Partners
Wisconsin
-$10.4M -272,946 Closed
Renaissance Technologies
1324
Renaissance Technologies
New York
-$8.68M -228,600 Closed
TH
1325
Team Hewins
California
-$6.12M -161,376 Closed

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.