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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
BS
201
Banco Santander
Spain
$6.27M -$4.9M -126,930 -45%
LW
202
Linscomb Wealth
Texas
$6.2M -$371K -9,614 -6%
CCFM
203
Clear Creek Financial Management
Washington
$6.16M +$2.05M +53,084 +53%
SW
204
SVB Wealth
Massachusetts
$6.1M +$187K +4,841 +3%
GL
205
Gemsstock Ltd
United Kingdom
$6.09M +$5.29M +137,000 New
SCA
206
STALEY CAPITAL ADVISERS
Pennsylvania
$6.07M +$535K +13,850 +10%
HW
207
Hancock Whitney
Mississippi
$6.06M +$979K +25,344 +20%
TNBTD
208
Trustmark National Bank Trust Department
Mississippi
$6.05M -$559K -14,487 -9%
IPW
209
IronBridge Private Wealth
Texas
$5.96M +$5.72M +148,255 New
STA
210
Summit Trail Advisors
New York
$5.91M +$4.51M +116,715 +387%
EAMA
211
EFG Asset Management (Americas)
Florida
$5.89M -$263K -6,810 -4%
GT
212
Glenview Trust
Kentucky
$5.85M -$71.8K -1,859 -1%
PA
213
Parallel Advisors
California
$5.84M +$551K +14,280 +11%
MGIA
214
Moneta Group Investment Advisors
Missouri
$5.81M -$239K -6,182 -4%
SF
215
Synovus Financial
Georgia
$5.76M -$8.64M -223,843 -61%
TH
216
TCTC Holdings
Texas
$5.74M -$172K -4,461 -3%
BP
217
Ballentine Partners
Massachusetts
$5.67M -$81.4K -2,107 -1%
LHC
218
Little House Capital
Massachusetts
$5.54M -$156K -4,028 -3%
LIA
219
LBMC Investment Advisors
Tennessee
$5.5M -$59.2K -1,533 -1%
AAS
220
Avantax Advisory Services
Texas
$5.43M +$154K +3,978 +3%
1SB
221
1ST Source Bank
Indiana
$5.41M -$6.22K -161 -0.1%
RFA
222
RTD Financial Advisors
Pennsylvania
$5.4M -$148K -3,837 -3%
TWA
223
Tandem Wealth Advisors
Arizona
$5.4M -$67.5K -1,748 -1%
Millennium Management
224
Millennium Management
New York
$5.33M -$1.83M -47,479 -26%
ACIM
225
Azimuth Capital Investment Management
Michigan
$5.29M -$121K -3,146 -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.