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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
LP
176
LGL Partners
Pennsylvania
$7.82M +$7.61M +206,310 New
Janney Montgomery Scott
177
Janney Montgomery Scott
Pennsylvania
$7.75M -$1.28M -34,607 -14%
RSWM
178
Robertson Stephens Wealth Management
California
$7.67M -$5.68M -153,997 -43%
AIA
179
Arbor Investment Advisors
North Carolina
$7.66M -$45.9K -1,244 -0.6%
EAM
180
Erste Asset Management
Austria
$7.63M -$15.2M -413,118 -67%
GG
181
Gofen & Glossberg
Illinois
$7.53M -$287K -7,770 -4%
CWM
182
Congress Wealth Management
Massachusetts
$7.48M +$5.62M +152,391 +340%
TBWA
183
Three Bridge Wealth Advisors
California
$7.34M -$2.46M -66,629 -26%
TF
184
TIAA FSB
Florida
$7.32M -$874K -23,686 -11%
New York State Common Retirement Fund
185
New York State Common Retirement Fund
New York
$7.3M
VCM
186
Verger Capital Management
North Carolina
$7.29M +$250K +6,777 +4%
LNC
187
Lincoln National Corp
Pennsylvania
$7.1M +$132K +3,582 +2%
WAM
188
Westport Asset Management
Connecticut
$7.08M
CWP
189
Corepath Wealth Partners
Arizona
$7.06M +$186K +5,029 +3%
LW
190
Linscomb Wealth
Texas
$7.04M -$13.4K -362 -0.2%
CBT
191
Central Bank & Trust
Kentucky
$6.9M +$5.3M +143,571 +371%
BFA
192
BBJS Financial Advisors
Washington
$6.88M +$6.7M +181,597 New
IWC
193
Integrated Wealth Concepts
Massachusetts
$6.81M -$404K -10,959 -6%
PWAG
194
Polaris Wealth Advisory Group
California
$6.79M -$125K -3,389 -2%
Sumitomo Mitsui Trust Group
195
Sumitomo Mitsui Trust Group
Japan
$6.68M +$127K +3,433 +2%
WTC
196
WhitTier Trust Company
Nevada
$6.67M -$66.5K -1,802 -1%
WJA
197
Willis Johnson & Associates
Texas
$6.63M -$69.3K -1,879 -1%
MLICM
198
Metropolitan Life Insurance Company (MetLife)
New York
$6.61M
FFBTD
199
First Financial Bank - Trust Division
Ohio
$6.58M +$1.43M +38,692 +29%
SW
200
SteelPeak Wealth
California
$6.55M -$279K -7,568 -4%

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.