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iShares MSCI Emerging Markets ETF

809 hedge funds and large institutions have $27B invested in iShares MSCI Emerging Markets ETF in 2014 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 239 increasing their positions, 383 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed

15.92% more ownership

Funds ownership: 72.27%88.2% (+16%)

5% less funds holding

Funds holding: 854809 (-45)

9% less capital invested

Capital invested by funds: $29.5B → $27B (-$2.54B)

16% less funds holding in top 10

Funds holding in top 10: 125105 (-20)

26% less call options, than puts

Call options by funds: $6.69B | Put options by funds: $9.01B

33% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 115

38% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 383

Holders
809
Holders Change
-45
Holders Change %
-5.27%
% of All Funds
23.36%
Holding in Top 10
105
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-16%
% of All Funds
3.03%
New
77
Increased
239
Reduced
383
Closed
115
Calls
$6.69B
Puts
$9.01B
Net Calls
-$2.32B
Net Calls Change
-$789M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
201
HL Financial Services
Kentucky
$7.49M +$594K +15,143 +9%
Mariner
202
Mariner
Kansas
$7.44M +$528K +13,455 +8%
RC
203
Riversville Capital
Connecticut
$7.36M -$706K -18,000 -9%
ACM
204
Antonetti Capital Management
Florida
$7.36M -$3.18M -81,083 -31%
EAM
205
Edge Asset Management
Washington
$7.34M
CNB
206
City National Bank
California
$7.31M -$987K -25,168 -12%
NFA
207
Nationwide Fund Advisors
Ohio
$7.3M +$3.77M +96,200 +117%
MAM
208
Meeder Asset Management
Ohio
$7.12M +$2.5M +63,620 +58%
WSTAM
209
Wilbanks Smith & Thomas Asset Management
Virginia
$7.05M -$874K -22,273 -11%
FDCC
210
Foster Dykema Cabot & Co
Massachusetts
$6.96M +$145K +3,700 +2%
SIC
211
Salem Investment Counselors
North Carolina
$6.93M -$28.3K -722 -0.4%
VKH
212
Virtu KCG Holdings
New York
$6.87M +$1.63M +41,632 +33%
NPF
213
Norris Perne & French
Michigan
$6.86M +$6.57M +167,365 New
FGA
214
Flood Gamble Associates
New York
$6.79M +$668K +17,015 +12%
BFPW
215
BOK Financial Private Wealth
Colorado
$6.72M -$12.8K -326 -0.2%
PGA
216
Portland Global Advisors
Maine
$6.66M +$201K +5,115 +3%
FPCP
217
Fort Point Capital Partners
California
$6.61M -$875K -22,315 -12%
AHC
218
Adell Harriman & Carpenter
Texas
$6.42M +$1.29M +32,980 +27%
PP
219
Palladium Partners
Virginia
$6.38M -$1.75M -44,624 -22%
BHWM
220
Bar Harbor Wealth Management
New Hampshire
$6.38M +$25.8K +657 +0.4%
BCM
221
BBT Capital Management
Texas
$6.37M +$2.42M +61,712 +66%
AMG
222
Asset Management Group
Connecticut
$6.3M +$62.2K +1,585 +1%
WT
223
Whittier Trust
California
$6.25M -$189K -4,828 -3%
BIM
224
Bridges Investment Management
Nebraska
$6.22M -$123K -3,135 -2%
PAM
225
Peninsula Asset Management
Florida
$6.21M -$170K -4,335 -3%

EEM Hedge Fund Activity: Q1 2014 in Review

809 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2014, worth a combined $27B — down 8.6% from $29.5B a quarter earlier.

Sellers outnumbered buyers: 115 funds closed out of EEM and 77 opened new positions — a net loss of 38 holders — while 383 trimmed existing stakes and 239 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $546M. The largest seller was Ontario Teachers' Pension Plan Board, cutting an estimated $1.09B.

  • 809 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2014, down from 854 in Q4 2013.
  • Funds reported $27B of iShares MSCI Emerging Markets ETF stock for Q1 2014, down 8.6% quarter-over-quarter.
  • 77 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2014 and 115 closed out, a net change of -38 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2014 was BNP Paribas Financial Markets, an estimated $546M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2014 was Ontario Teachers' Pension Plan Board, an estimated $1.09B sold.

Based on aggregated 13F filings for Q1 2014.