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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
LWP
1351
Legacy Wealth Planning
Nevada
-$219K -4,884 Closed
OWA
1352
One Wealth Advisors
California
-$219K -4,883 Closed
MIH
1353
Meitav Investment House
Israel
-$218K -4,860 Closed
SFG
1354
StrategIQ Financial Group
Indiana
-$217K -4,847 Closed
HJIM
1355
Henry James International Management
New York
-$217K -4,840 Closed
NEPPG
1356
New England Professional Planning Group
Rhode Island
-$217K -4,839 Closed
KWM
1357
Keebeck Wealth Management
Illinois
-$216K -4,817 Closed
CFA
1358
Cahill Financial Advisors
Minnesota
-$215K -4,781 Closed
PMG
1359
ProVise Management Group
Florida
-$214K -4,775 Closed
WC
1360
Weil Company
California
-$214K -4,770 Closed
CL
1361
Cabana LLC
Arkansas
-$213K -4,754 Closed
RHBC
1362
R.H. Bluestein & Co
Michigan
-$212K -4,725 Closed
PA
1363
Probity Advisors
Texas
-$212K -4,723 Closed
FPTW
1364
Franklin, Parlapiano, Turner & Welch
Texas
-$211K -4,707 Closed
LOPW
1365
Live Oak Private Wealth
North Carolina
-$209K -4,647 Closed
SFG
1366
Sunburst Financial Group
Alabama
-$208K -4,641 Closed
UCMOK
1367
United Capital Management of KS
Kansas
-$204K -4,557 Closed
HWA
1368
Heartwood Wealth Advisors
Virginia
-$203K -4,533 Closed
CCM
1369
Cadence Capital Management
Massachusetts
-$201K -4,480 Closed
PWP
1370
Personal Wealth Partners
Minnesota
-$176K -3,922 Closed
PGAM
1371
Princeton Global Asset Management
New Jersey
-$121 -2,700 Closed
MF
1372
Manchester Financial
California
-$113K -2,509 Closed
CP
1373
Corbenic Partners
Pennsylvania
-$111K -2,479 Closed
PA
1374
PSI Advisors
Florida
-$109K -2,442 Closed
BFO
1375
Biltmore Family Office
North Carolina
-$108K -2,410 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.