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iShares MSCI Emerging Markets ETF

1,313 hedge funds and large institutions have $17B invested in iShares MSCI Emerging Markets ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 407 increasing their positions, 516 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 106

13.04% more ownership

Funds ownership: 82.06%95.1% (+13%)

9% more capital invested

Capital invested by funds: $15.5B → $17B (+$1.47B)

3% more funds holding

Funds holding: 1,2761,313 (+37)

12% less funds holding in top 10

Funds holding in top 10: 5246 (-6)

16% less call options, than puts

Call options by funds: $8.15B | Put options by funds: $9.74B

21% less repeat investments, than reductions

Existing positions increased: 407 | Existing positions reduced: 516

Holders
1,313
Holders Change
+37
Holders Change %
+2.9%
% of All Funds
19.14%
Holding in Top 10
46
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-11.54%
% of All Funds
0.67%
New
166
Increased
407
Reduced
516
Closed
106
Calls
$8.15B
Puts
$9.74B
Net Calls
-$1.59B
Net Calls Change
-$1.11B
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MAI Capital Management
Ohio
$7.37M -$216K -5,583 -3%
Marshall Wace
177
Marshall Wace
United Kingdom
$7.33M +$6.7M +173,594 +2,017%
AIA
178
Arbor Investment Advisors
North Carolina
$7.32M -$120K -3,100 -2%
RWP
179
RWA Wealth Partners
Massachusetts
$7.26M +$6.97M +180,525 New
CBT
180
Central Bank & Trust
Kentucky
$7.19M -$3.9K -101 -0.1%
MLICM
181
Metropolitan Life Insurance Company (MetLife)
New York
$7.1M
CWM
182
Congress Wealth Management
Massachusetts
$7.08M +$3.44M +89,220 +103%
WJA
183
Willis Johnson & Associates
Texas
$7.05M +$191K +4,955 +3%
BFA
184
BBJS Financial Advisors
Washington
$7M -$203K -5,253 -3%
BSW
185
Buckingham Strategic Wealth
Missouri
$6.97M +$1.05M +27,137 +19%
UFA
186
US Financial Advisors
Massachusetts
$6.97M +$287K +7,444 +4%
TBWA
187
Three Bridge Wealth Advisors
California
$6.94M -$408K -10,556 -6%
Rafferty Asset Management
188
Rafferty Asset Management
New York
$6.92M +$4.85M +125,679 +271%
RIA
189
Regal Investment Advisors
Michigan
$6.83M -$10K -259 -0.2%
Janney Montgomery Scott
190
Janney Montgomery Scott
Pennsylvania
$6.8M -$57.5K -1,490 -0.9%
JFG
191
Jefferies Financial Group
New York
$6.79M +$5.7M +147,575 +692%
TRCT
192
Tower Research Capital (TRC)
New York
$6.77M +$6.5M +168,335 +233,799%
TIAA Trust, National Association
193
TIAA Trust, National Association
North Carolina
$6.7M -$398K -10,315 -6%
PWM
194
Perigon Wealth Management
California
$6.66M -$554K -14,347 -8%
NAM
195
NTV Asset Management
West Virginia
$6.64M -$2.67M -69,082 -29%
WTC
196
WhitTier Trust Company
Nevada
$6.61M -$160K -4,153 -2%
MS
197
Maven Securities
Jersey
$6.56M +$5.53M +143,347 +722%
LI
198
LMCG Investments
Massachusetts
$6.52M -$314K -8,120 -5%
Sumitomo Mitsui Trust Group
199
Sumitomo Mitsui Trust Group
Japan
$6.43M +$115K +2,977 +2%
AFO
200
Allie Family Office
Florida
$6.39M -$116K -2,998 -2%

EEM Hedge Fund Activity: Q4 2023 in Review

1,313 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q4 2023, worth a combined $17B — up 9.5% from $15.5B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new EEM positions and 106 closed out — a net gain of 60 holders — while 407 added to existing stakes and 516 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.36B. The largest seller was National Bank of Canada, cutting an estimated $483M.

  • 1,313 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q4 2023, up from 1,276 in Q3 2023.
  • Funds reported $17B of iShares MSCI Emerging Markets ETF stock for Q4 2023, up 9.5% quarter-over-quarter.
  • 166 funds opened new iShares MSCI Emerging Markets ETF positions in Q4 2023 and 106 closed out, a net change of +60 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q4 2023 was Morgan Stanley, an estimated $1.36B added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q4 2023 was National Bank of Canada, an estimated $483M sold.

Based on aggregated 13F filings for Q4 2023.