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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
HCP
1351
Holt Capital Partners
Texas
-$645K -17,000 Closed
FF
1352
Friedenthal Financial
New Jersey
-$590K -15,553 Closed
IDA
1353
Intelligence Driven Advisers
California
-$563K -15,163 Closed
MMA
1354
Mizuho Markets Americas
New York
-$531K -13,982 Closed
RVPG
1355
Relative Value Partners Group
-$528K -13,904 Closed
CWA
1356
Consilio Wealth Advisors
Washington
-$504K -13,537 Closed
GCM
1357
Genus Capital Management
British Columbia, Canada
-$498K -13,127 Closed
LNWTC
1358
Laird Norton Wetherby Trust Company
Washington
-$456K -12,012 Closed
D
1359
Dentgroup
Louisiana
-$436K -11,488 Closed
SPC
1360
Sigma Planning Corp
Michigan
-$433K -11,408 Closed
NFG
1361
Nations Financial Group
Iowa
-$422K -11,116 Closed
CCP
1362
Carmel Capital Partners
California
-$419K -11,046 Closed
CAC
1363
Cowen and Company
New York
-$398K -10,500 Closed
SFO
1364
Stokes Family Office
Louisiana
-$387K -10,185 Closed
SC
1365
Savoie Capital
Illinois
-$380K -10,000 Closed
EI
1366
Ellevest Inc
New York
-$373K -9,837 Closed
WWP
1367
WR Wealth Planners
Missouri
-$343K -9,033 Closed
BWA
1368
Beam Wealth Advisors
Louisiana
-$342K -9,002 Closed
AGC
1369
Aspen Grove Capital
Colorado
-$325K -8,567 Closed
KWM
1370
Keebeck Wealth Management
Illinois
-$323K -8,524 Closed
SWM
1371
SeaCrest Wealth Management
New York
-$317K -8,357 Closed
OL
1372
Optas LLC
Texas
-$313K -8,256 Closed
MFWP
1373
Mosaic Family Wealth Partners
Missouri
-$308K -8,113 Closed
SWM
1374
SFG Wealth Management
Maryland
-$285K -7,505 Closed
MC
1375
Montag & Caldwell
Georgia
-$282K -7,442 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.