We are live on ! Find out more
EEM icon

iShares MSCI Emerging Markets ETF

1,276 hedge funds and large institutions have $15.5B invested in iShares MSCI Emerging Markets ETF in 2023 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 325 increasing their positions, 563 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.32% more ownership

Funds ownership: 74.74%82.06% (+7.3%)

5% less call options, than puts

Call options by funds: $8.31B | Put options by funds: $8.78B

4% less funds holding

Funds holding: 1,3231,276 (-47)

7% less funds holding in top 10

Funds holding in top 10: 5652 (-4)

12% less capital invested

Capital invested by funds: $17.6B → $15.5B (-$2.09B)

30% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 105

42% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 563

Holders
1,276
Holders Change
-47
Holders Change %
-3.55%
% of All Funds
20.25%
Holding in Top 10
52
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.14%
% of All Funds
0.83%
New
73
Increased
325
Reduced
563
Closed
105
Calls
$8.31B
Puts
$8.78B
Net Calls
-$477M
Net Calls Change
-$318M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
176
Clear Harbor Asset Management
Connecticut
$7.06M -$21.8K -550 -0.3%
AIA
177
Arbor Investment Advisors
North Carolina
$7.03M -$241K -6,085 -3%
DADC
178
D.A. Davidson & Co
Montana
$7.01M +$352K +8,879 +5%
TBWA
179
Three Bridge Wealth Advisors
California
$6.95M -$391K -9,880 -5%
GBWM
180
Granite Bay Wealth Management
New Hampshire
$6.93M +$6.9M +174,216 New
Cetera Investment Advisers
181
Cetera Investment Advisers
Illinois
$6.84M +$210K +5,301 +3%
PWM
182
Perigon Wealth Management
California
$6.83M -$326K -8,223 -4%
Millennium Management
183
Millennium Management
New York
$6.83M -$2.72M -68,757 -28%
SCM
184
SCS Capital Management
Massachusetts
$6.8M +$15.1K +382 +0.2%
BFA
185
BBJS Financial Advisors
Washington
$6.8M -$84.4K -2,131 -1%
CBT
186
Central Bank & Trust
Kentucky
$6.79M -$310K -7,819 -4%
TIAA Trust, National Association
187
TIAA Trust, National Association
North Carolina
$6.72M +$7.01M +177,064 New
MLICM
188
Metropolitan Life Insurance Company (MetLife)
New York
$6.7M
CG
189
Cutler Group
California
$6.51M +$2.31M +58,359 +52%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$6.47M -$149K -3,773 -2%
LI
191
LMCG Investments
Massachusetts
$6.46M -$2.15M -54,204 -24%
WJA
192
Willis Johnson & Associates
Texas
$6.46M +$215K +5,418 +3%
CGFA
193
Colton Groome Financial Advisors
North Carolina
$6.45M +$785K +19,832 +13%
RIA
194
Regal Investment Advisors
Michigan
$6.45M +$135K +3,420 +2%
CAG
195
Csenge Advisory Group
Florida
$6.43M -$486K -12,274 -7%
WTC
196
WhitTier Trust Company
Nevada
$6.4M -$58K -1,464 -0.9%
DCM
197
Dimension Capital Management
Florida
$6.34M -$1.65M -41,615 -20%
UFA
198
US Financial Advisors
Massachusetts
$6.29M +$445K +11,235 +7%
TNBTD
199
Trustmark National Bank Trust Department
Mississippi
$6.26M +$5.03K +127 +0.1%
LW
200
Linscomb Wealth
Texas
$6.21M -$398K -10,050 -6%

EEM Hedge Fund Activity: Q3 2023 in Review

1,276 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q3 2023, worth a combined $15.5B — down 12% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 105 funds closed out of EEM and 73 opened new positions — a net loss of 32 holders — while 563 trimmed existing stakes and 325 added.

The largest buyer was Bluefin Capital Management, adding an estimated $384M. The largest seller was BlackRock, cutting an estimated $470M.

  • 1,276 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q3 2023, down from 1,323 in Q2 2023.
  • Funds reported $15.5B of iShares MSCI Emerging Markets ETF stock for Q3 2023, down 12% quarter-over-quarter.
  • 73 funds opened new iShares MSCI Emerging Markets ETF positions in Q3 2023 and 105 closed out, a net change of -32 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q3 2023 was Bluefin Capital Management, an estimated $384M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q3 2023 was BlackRock, an estimated $470M sold.

Based on aggregated 13F filings for Q3 2023.