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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
RIA
1376
Realta Investment Advisors
Delaware
-$103K -2,389 Closed
BB
1377
Busey Bank
Illinois
-$106K -2,360 Closed
TA
1378
TFG Advisers
Michigan
-$99K -2,224 Closed
BCM
1379
Bienville Capital Management
New York
-$90K -1,995 Closed
CWA
1380
Capital Wealth Alliance
Arizona
-$77K -1,831 Closed
AP
1381
Americana Partners
Texas
-$77K -1,730 Closed
HCA
1382
Horan Capital Advisors
Ohio
-$77K -1,710 Closed
PMFA
1383
Plante Moran Financial Advisors
Michigan
-$71K -1,575 Closed
RWG
1384
Regal Wealth Group
California
-$61K -1,357 Closed
T2I
1385
Turim 21 Investimentos
Brazil
-$54K -1,207 Closed
LWS
1386
Lucia Wealth Services
California
-$54K -1,200 Closed
RMAM
1387
Raab & Moskowitz Asset Management
New Jersey
-$53K -1,200 Closed
LWM
1388
Liberty Wealth Management
California
-$46K -1,028 Closed
PCA
1389
Providence Capital Advisors
North Carolina
-$45K -1,000 Closed
VC
1390
Vestor Capital
Illinois
-$42K -947 Closed
IF
1391
Ironwood Financial
Arizona
-$39K -869 Closed
VCM
1392
Versant Capital Management
Arizona
-$26K -601 Closed
AWM
1393
Aberdeen Wealth Management
Illinois
-$26K -580 Closed
BHWM
1394
Bay Harbor Wealth Management
Maryland
-$25K -552 Closed
RFM
1395
Royal Fund Management
Florida
-$22K -500 Closed
MCM
1396
MV Capital Management
Maryland
-$20K -450 Closed
RCA
1397
Ranch Capital Advisors
Florida
-$20K -450 Closed
TI
1398
tru Independence
Oregon
-$9K -284 Closed
FWM
1399
FSA Wealth Management
Massachusetts
-$11K -243 Closed
GSC
1400
G&S Capital
Colorado
-$8K -200 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.