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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
AFG
1376
AFS Financial Group
Maryland
-$280K -7,376 Closed
HI
1377
Hudock Inc
Pennsylvania
-$279K -7,364 Closed
WS
1378
Wedbush Securities
California
-$278K -7,333 Closed
PCA
1379
Peddock Capital Advisors
Massachusetts
-$273K -7,205 Closed
FH
1380
FWG Holdings
Florida
-$264K -7,086 Closed
FFM
1381
Forum Financial Management
Illinois
-$267K -7,037 Closed
CPA
1382
Court Place Advisors
Maryland
-$244K -6,417 Closed
JWS
1383
Juncture Wealth Strategies
Arizona
-$240K -6,325 Closed
ACA
1384
Anchor Capital Advisors
Massachusetts
-$237K -6,257 Closed
V
1385
VeraBank
Texas
-$234K -6,173 Closed
WCM
1386
Washburn Capital Management
Florida
-$229K -6,040 Closed
AIG
1387
American International Group
New York
-$226K -5,964 Closed
OFG
1388
Omega Financial Group
California
-$226K -5,962 Closed
IWP
1389
Innova Wealth Partners
Pennsylvania
-$226K -5,944 Closed
CPRC
1390
Consolidated Portfolio Review Corp
New York
-$221K -5,836 Closed
CFA
1391
Cahill Financial Advisors
Minnesota
-$220K -5,803 Closed
RIA
1392
Realta Investment Advisors
Delaware
-$227K -5,746 Closed
MC
1393
Moors & Cabot
Massachusetts
-$216K -5,690 Closed
BWM
1394
BlackDiamond Wealth Management
New York
-$206K -5,590 Closed
EBT
1395
Enterprise Bank & Trust
Massachusetts
-$209K -5,500 Closed
Koshinski Asset Management
1396
Koshinski Asset Management
Illinois
-$207K -5,465 Closed
GSIS
1397
Global Strategic Investment Solutions
Arizona
-$204K -5,374 Closed
IAA
1398
Independent Advisor Alliance
North Carolina
-$203K -5,353 Closed
DWM
1399
Dakota Wealth Management
Florida
-$202K -5,329 Closed
HL
1400
HeadInvest LLC
Maine
-$96.9K -2,566 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.