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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
WFA
1401
WestHill Financial Advisors
California
-$86.5K -2,278 Closed
FAM
1402
Flaharty Asset Management
Florida
-$78.4K -2,065 Closed
TWP
1403
TFO Wealth Partners
Ohio
-$80.1K -2,026 Closed
WC
1404
Westwind Capital
New Mexico
-$73K -1,934 Closed
S
1405
Syntrinsic
Colorado
-$69.8K -1,838 Closed
SSWM
1406
Sheets Smith Wealth Management
North Carolina
-$49K -1,292 Closed
HH
1407
HWG Holdings
Texas
-$39.1K -1,029 Closed
NIC
1408
Northwest Investment Counselors
Oregon
-$36.6K -965 Closed
RAM
1409
Riggs Asset Management
Pennsylvania
-$21.8K -575 Closed
Legacy Financial Group (Iowa)
1410
Legacy Financial Group (Iowa)
Iowa
-$19.9K -524 Closed
PSB
1411
Piscataqua Savings Bank
New Hampshire
-$19K -500 Closed
CPG
1412
Cornerstone Planning Group
New Jersey
-$16.5K -435 Closed
SGC
1413
Slocum, Gordon & Co
Rhode Island
-$16.3K -429 Closed
YDMI
1414
Y.D. More Investments
Israel
-$12K -316 Closed
PP
1415
PFS Partners
New Jersey
-$11.2K -295 Closed
AAP
1416
Arax Advisory Partners
Colorado
-$7.89K -208 Closed
GWMIA
1417
Global Wealth Management Investment Advisory
Florida
-$3.04K -80 Closed
IPW
1418
Impact Partnership Wealth
Georgia
-$2.66K -70 Closed
TCA
1419
Trifecta Capital Advisors
Illinois
-$1.5K -39 Closed
MBFW
1420
Morton Brown Family Wealth
Pennsylvania
-$1.37K -36 Closed
SFA
1421
Semmax Financial Advisors
North Carolina
-$1.3K -34 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.