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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
AFO
201
Allie Family Office
Florida
$6.47M +$311K +8,441 +5%
HH
202
Hilltop Holdings
Texas
$6.44M -$205K -5,558 -3%
AWM
203
Ameliora Wealth Management
Switzerland
$6.34M -$3.13M -84,771 -34%
PNAA
204
Pictet North America Advisors
Switzerland
$6.31M -$221K -5,980 -3%
RIA
205
Regal Investment Advisors
Michigan
$6.31M +$60.7K +1,644 +1%
JF
206
JSF Financial
California
$6.29M +$666K +18,064 +12%
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$6.26M +$753K +20,416 +14%
1SB
208
1ST Source Bank
Indiana
$6.25M -$10.3M -279,704 -63%
VFPI
209
Vantage Financial Partners (Illinois)
Illinois
$6.19M -$1.73M -46,925 -22%
NAM
210
NTV Asset Management
West Virginia
$6.15M -$699K -18,952 -10%
SSA
211
Schonfeld Strategic Advisors
New York
$6.15M +$189K +5,109 +3%
KAS
212
Kestra Advisory Services
Texas
$6.12M -$3.19M -86,536 -35%
LIA
213
LBMC Investment Advisors
Tennessee
$6M -$4.48M -121,342 -43%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$5.92M +$1.5M +40,590 +40%
William Blair & Company
215
William Blair & Company
Illinois
$5.87M -$3.23M -87,481 -36%
CS
216
Comerica Securities
Michigan
$5.8M +$1.29M +35,026 +30%
CPIG
217
Chicago Partners Investment Group
Illinois
$5.78M +$183K +4,962 +4%
GT
218
Glenview Trust
Kentucky
$5.76M +$318K +8,625 +6%
BP
219
Ballentine Partners
Massachusetts
$5.74M -$248K -6,710 -4%
BSW
220
Buckingham Strategic Wealth
Missouri
$5.67M +$930K +25,214 +20%
MM
221
Main Management
California
$5.65M -$349K -9,472 -6%
SWM
222
Southern Wealth Management
Texas
$5.57M -$5.65M -153,253 -51%
CCM
223
Coldstream Capital Management
Washington
$5.54M +$5.39M +146,081 New
ANTB
224
AMG National Trust Bank
Colorado
$5.52M -$2.19M -59,233 -29%
TWM
225
Tradition Wealth Management
Minnesota
$5.45M +$1.87M +50,593 +77%

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.