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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
AP
126
Atwood & Palmer
Missouri
$11M +$1.36M +33,100 +11%
SGI
127
Swan Global Investments
Colorado
$10.5M +$624K +15,200 +5%
EW
128
Evoke Wealth
California
$10.5M +$12.6M +307,021 New
WPW
129
Waldron Private Wealth
Pennsylvania
$10.5M -$12.8M -312,734 -50%
LIA
130
LBMC Investment Advisors
Tennessee
$10.5M -$286K -6,973 -2%
AIA
131
Arbor Investment Advisors
North Carolina
$10.1M -$477K -11,616 -4%
Calamos Advisors
132
Calamos Advisors
Illinois
$10.1M +$2.59M +63,090 +27%
GT
133
Glenmede Trust
Pennsylvania
$10M
PWAG
134
Polaris Wealth Advisory Group
California
$9.81M -$12.5M -305,859 -52%
EVM
135
Eaton Vance Management
Massachusetts
$9.73M -$236K -5,744 -2%
MAM
136
Marketfield Asset Management
New York
$9.72M -$2.5M -61,003 -18%
CL
137
CPWM LLC
Washington
$9.51M +$2.64M +64,443 +30%
VFPI
138
Vantage Financial Partners (Illinois)
Illinois
$9.4M +$529K +12,900 +5%
FBA
139
Front Barnett Associates
Illinois
$9.32M +$32K +780 +0.3%
Janney Montgomery Scott
140
Janney Montgomery Scott
Pennsylvania
$9.32M +$52K +1,267 +0.5%
CPIG
141
Chicago Partners Investment Group
Illinois
$9.29M -$200K -4,878 -2%
PGA
142
Portland Global Advisors
Maine
$9.28M -$175K -4,267 -2%
APP
143
Avantax Planning Partners
Iowa
$9.24M +$585K +14,265 +6%
Brown Advisory
144
Brown Advisory
Maryland
$9.24M -$3.92M -95,480 -26%
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
$9.18M -$578K -14,100 -5%
PNAA
146
Pictet North America Advisors
Switzerland
$8.79M -$167K -4,070 -2%
JRP
147
Jasper Ridge Partners
California
$8.67M
WIC
148
WealthBridge Investment Counsel
Alberta, Canada
$8.63M -$4.04M -98,395 -28%
SIA
149
Strategic Investment Advisors
Michigan
$8.59M +$933K +22,731 +10%
GG
150
Gofen & Glossberg
Illinois
$8.49M -$45.3K -1,104 -0.4%

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.