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iShares MSCI Emerging Markets ETF

1,317 hedge funds and large institutions have $18.7B invested in iShares MSCI Emerging Markets ETF in 2022 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 403 increasing their positions, 531 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 94

57% more call options, than puts

Call options by funds: $8.74B | Put options by funds: $5.57B

14% more funds holding in top 10

Funds holding in top 10: 5765 (+8)

8% more funds holding

Funds holding: 1,2171,317 (+100)

3% more capital invested

Capital invested by funds: $18.2B → $18.7B (+$522M)

5.71% less ownership

Funds ownership: 85.7%79.99% (-5.7%)

24% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 531

Holders
1,317
Holders Change
+100
Holders Change %
+8.22%
% of All Funds
21.17%
Holding in Top 10
65
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+14.04%
% of All Funds
1.04%
New
219
Increased
403
Reduced
531
Closed
94
Calls
$8.74B
Puts
$5.57B
Net Calls
+$3.17B
Net Calls Change
+$3.67B
Name Holding Trade Value Shares
Change
Change in
Stake
CG
151
Colony Group
Massachusetts
$9.41M +$2.5M +67,890 +38%
CB
152
Commerce Bank
Missouri
$9.36M -$496K -13,441 -5%
CAN
153
Cetera Advisor Networks
California
$9.13M +$1.14M +30,921 +15%
Toronto Dominion Bank
154
Toronto Dominion Bank
Ontario, Canada
$9.13M -$364M -9,878,871 -98%
CFB
155
Cullen/Frost Bankers
Texas
$9.03M +$948K +25,704 +12%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$8.99M +$4.15M +112,383 +90%
STA
157
Summit Trail Advisors
New York
$8.95M +$7.98M +216,243 +1,092%
DADC
158
D.A. Davidson & Co
Montana
$8.93M +$3.25M +88,211 +60%
VCA
159
Verdence Capital Advisors
Maryland
$8.92M +$1.7M +45,994 +24%
Thrivent Financial for Lutherans
160
Thrivent Financial for Lutherans
Minnesota
$8.89M +$301K +8,168 +4%
LI
161
LMCG Investments
Massachusetts
$8.77M +$1.72M +46,560 +25%
PGA
162
Portland Global Advisors
Maine
$8.74M -$189K -5,134 -2%
CIBC World Market
163
CIBC World Market
Ontario, Canada
$8.71M -$3.7M -100,227 -30%
State Street
164
State Street
Massachusetts
$8.59M -$13.2M -358,500 -61%
TNBTD
165
Trustmark National Bank Trust Department
Mississippi
$8.53M +$316K +8,575 +4%
KP
166
Keel Point
Alabama
$8.45M -$1.41M -38,344 -15%
SW
167
SVB Wealth
Massachusetts
$8.44M +$1.48M +40,031 +22%
JFG
168
Jefferies Financial Group
New York
$8.33M +$8.11M +219,726 New
WP
169
WealthSource Partners
California
$8.25M +$5.61M +152,120 +232%
CFO
170
Callan Family Office
Pennsylvania
$8.22M +$8M +216,776 New
MCM
171
MAI Capital Management
Ohio
$8.19M -$2.66M -72,130 -25%
SL
172
Salomon & Ludwin
Virginia
$8.12M -$832K -22,542 -10%
VFA
173
Valeo Financial Advisors
Indiana
$8.03M -$303K -8,214 -4%
DCM
174
Dimension Capital Management
Florida
$7.97M -$37.5K -1,017 -0.5%
CG
175
Cutler Group
California
$7.86M -$5.21M -141,138 -40%

EEM Hedge Fund Activity: Q4 2022 in Review

1,317 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2022, worth a combined $18.7B — up 2.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new EEM positions and 94 closed out — a net gain of 125 holders — while 403 added to existing stakes and 531 trimmed.

The largest buyer was Varma Mutual Pension Insurance Co, opening a new position worth an estimated $316M. The largest seller was Toronto Dominion Bank, cutting an estimated $364M.

  • 1,317 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2022, up from 1,217 in Q3 2022.
  • Funds reported $18.7B of iShares MSCI Emerging Markets ETF stock for Q4 2022, up 2.9% quarter-over-quarter.
  • 219 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2022 and 94 closed out, a net change of +125 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2022 was Varma Mutual Pension Insurance Co, an estimated $316M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2022 was Toronto Dominion Bank, an estimated $364M sold.

Based on aggregated 13F filings for Q4 2022.