We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

993 hedge funds and large institutions have $26.6B invested in iShares MSCI Emerging Markets ETF in 2017 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 394 increasing their positions, 328 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 45

20% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 328

19% more capital invested

Capital invested by funds: $22.3B → $26.6B (+$4.33B)

8% more funds holding in top 10

Funds holding in top 10: 96104 (+8)

6.67% more ownership

Funds ownership: 67.37%74.04% (+6.7%)

6% more funds holding

Funds holding: 936993 (+57)

57% less call options, than puts

Call options by funds: $6.17B | Put options by funds: $14.5B

Holders
993
Holders Change
+57
Holders Change %
+6.09%
% of All Funds
24.75%
Holding in Top 10
104
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+8.33%
% of All Funds
2.59%
New
111
Increased
394
Reduced
328
Closed
45
Calls
$6.17B
Puts
$14.5B
Net Calls
-$8.34B
Net Calls Change
+$49.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
151
Whittier Trust
California
$13.2M +$713K +16,193 +6%
SPIA
152
Steward Partners Investment Advisory
New York
$13.2M +$2.9M +65,964 +29%
NPC
153
National Planning Corporation
California
$12.9M +$1.68M +38,163 +15%
CS
154
Comerica Securities
Michigan
$12.8M +$1.1M +25,076 +10%
RSA
155
Robertson Stephens Advisors
California
$12.8M +$3.06M +69,535 +32%
CI
156
Conning Inc
Connecticut
$12.7M
BTS
157
BB&T Securities
Virginia
$12.6M +$3.08M +70,057 +33%
FBA
158
Front Barnett Associates
Illinois
$12.5M -$37.2K -845 -0.3%
IG
159
ING Group
Netherlands
$12.5M -$3.1M -70,531 -20%
MAM
160
Myriad Asset Management
Hong Kong
$12.2M +$12M +271,800 New
RAM
161
Riggs Asset Management
Pennsylvania
$12.1M +$2.59M +58,725 +28%
BOTW
162
Bank of the West
California
$12M -$440K -9,995 -4%
IDBONY
163
Israel Discount Bank of New York
New York
$11.9M +$1.37M +31,217 +13%
Geode Capital Management
164
Geode Capital Management
Massachusetts
$11.9M
GT
165
Greenleaf Trust
Michigan
$11.9M -$125K -2,850 -1%
TRCT
166
Tower Research Capital (TRC)
New York
$11.5M -$60M -1,363,332 -84%
JRP
167
Jasper Ridge Partners
California
$11.4M
MBT
168
Montecito Bank & Trust
California
$11.3M +$5.1M +115,939 +85%
FAAS
169
First Allied Advisory Services
California
$11.1M +$1.7M +38,683 +18%
EA
170
Efficient Advisors
Ohio
$11M -$537K -12,195 -5%
PVH
171
Psagot Value Holdings
Israel
$11M -$5.16M -117,145 -32%
BP
172
Ballentine Partners
Massachusetts
$10.9M -$274K -6,217 -2%
GG
173
Gofen & Glossberg
Illinois
$10.9M +$67.5K +1,533 +0.6%
GIM
174
Guild Investment Management
California
$10.8M -$7.09M -160,970 -40%
Balyasny Asset Management
175
Balyasny Asset Management
Illinois
$10.8M +$10.6M +240,000 New

EEM Hedge Fund Activity: Q3 2017 in Review

993 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2017, worth a combined $26.6B — up 19% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new EEM positions and 45 closed out — a net gain of 66 holders — while 394 added to existing stakes and 328 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.66B. The largest seller was Ontario Teachers' Pension Plan Board, exiting entirely with an estimated $760M sold.

  • 993 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2017, up from 936 in Q2 2017.
  • Funds reported $26.6B of iShares MSCI Emerging Markets ETF stock for Q3 2017, up 19% quarter-over-quarter.
  • 111 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2017 and 45 closed out, a net change of +66 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2017 was Morgan Stanley, an estimated $1.66B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2017 was Ontario Teachers' Pension Plan Board, an estimated $760M sold.

Based on aggregated 13F filings for Q3 2017.