We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

1,323 hedge funds and large institutions have $23.2B invested in iShares MSCI Emerging Markets ETF in 2019 Q4 according to their latest regulatory filings, with 245 funds opening new positions, 418 increasing their positions, 457 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 245 | Existing positions closed: 59

35% more funds holding in top 10

Funds holding in top 10: 80108 (+28)

19% more capital invested

Capital invested by funds: $19.6B → $23.2B (+$3.63B)

15% more funds holding

Funds holding: 1,1531,323 (+170)

0.77% less ownership

Funds ownership: 78.05%77.27% (-0.77%)

9% less repeat investments, than reductions

Existing positions increased: 418 | Existing positions reduced: 457

35% less call options, than puts

Call options by funds: $8.68B | Put options by funds: $13.3B

Holders
1,323
Holders Change
+170
Holders Change %
+14.74%
% of All Funds
26.07%
Holding in Top 10
108
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+35%
% of All Funds
2.13%
New
245
Increased
418
Reduced
457
Closed
59
Calls
$8.68B
Puts
$13.3B
Net Calls
-$4.67B
Net Calls Change
+$4.03B
Name Holding Trade Value Shares
Change
Change in
Stake
FSC
176
Full Sail Capital
Oklahoma
$12M +$338K +7,865 +3%
VFPI
177
Vantage Financial Partners (Illinois)
Illinois
$11.8M +$325K +7,575 +3%
FWCM
178
Ferguson Wellman Capital Management
Oregon
$11.8M +$8.8M +205,009 +358%
PNAA
179
Pictet North America Advisors
Switzerland
$11.7M -$434K -10,101 -4%
P3I
180
Progeny 3 Inc
Washington
$11.7M
APP
181
Avantax Planning Partners
Iowa
$11.5M +$183K +4,258 +2%
JRP
182
Jasper Ridge Partners
California
$11.4M
ECG
183
Edge Capital Group
Georgia
$11.4M -$51.3K -1,194 -0.5%
FTUS
184
Flow Traders U.S.
New York
$11.3M -$16.3M -379,232 -60%
TCM
185
Twele Capital Management
Minnesota
$11.3M -$60.5K -1,409 -0.6%
RFA
186
Reilly Financial Advisors
California
$11.3M +$858 +20 +0%
CCMU
187
Cheyne Capital Management (UK)
United Kingdom
$11.2M +$10.7M +250,000 New
GG
188
Gofen & Glossberg
Illinois
$11.2M -$162K -3,777 -1%
UCFA
189
United Capital Financial Advisors
Texas
$10.9M +$527K +12,279 +5%
VCM
190
Verger Capital Management
North Carolina
$10.9M -$105K -2,447 -1%
SW
191
SVB Wealth
Massachusetts
$10.7M -$1.14M -26,496 -10%
JG
192
Jefferies Group
New York
$10.6M -$7.87M -183,355 -44%
1SB
193
1ST Source Bank
Indiana
$10.6M +$24.7K +576 +0.2%
AWG
194
Alpha Wave Global
New York
$10.5M +$10.1M +234,943 New
Calamos Advisors
195
Calamos Advisors
Illinois
$10.5M +$53K +1,235 +0.5%
CT
196
Cambridge Trust
Massachusetts
$10.3M -$2.63M -61,230 -21%
DZ Bank
197
DZ Bank
Germany
$10.3M
SIA
198
Strategic Investment Advisors
Michigan
$10.3M +$1.19M +27,698 +14%
BP
199
Ballentine Partners
Massachusetts
$10.2M -$53.3K -1,242 -0.5%
CA
200
Commerzbank Aktiengesellschaft
Germany
$10.2M -$980K -22,841 -9%

EEM Hedge Fund Activity: Q4 2019 in Review

1,323 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2019, worth a combined $23.2B — up 19% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 245 funds opened new EEM positions and 59 closed out — a net gain of 186 holders — while 418 added to existing stakes and 457 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $687M. The largest seller was Bank of America, cutting an estimated $804M.

  • 1,323 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2019, up from 1,153 in Q3 2019.
  • Funds reported $23.2B of iShares MSCI Emerging Markets ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 245 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2019 and 59 closed out, a net change of +186 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2019 was Morgan Stanley, an estimated $687M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2019 was Bank of America, an estimated $804M sold.

Based on aggregated 13F filings for Q4 2019.