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iShares MSCI Emerging Markets ETF

836 hedge funds and large institutions have $22.5B invested in iShares MSCI Emerging Markets ETF in 2015 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 263 increasing their positions, 367 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 67

1% less funds holding

Funds holding: 844836 (-8)

1.17% less ownership

Funds ownership: 77.04%75.87% (-1.2%)

9% less capital invested

Capital invested by funds: $24.8B → $22.5B (-$2.34B)

11% less funds holding in top 10

Funds holding in top 10: 10089 (-11)

28% less repeat investments, than reductions

Existing positions increased: 263 | Existing positions reduced: 367

44% less call options, than puts

Call options by funds: $4.91B | Put options by funds: $8.82B

Holders
836
Holders Change
-8
Holders Change %
-0.95%
% of All Funds
22.28%
Holding in Top 10
89
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-11%
% of All Funds
2.37%
New
72
Increased
263
Reduced
367
Closed
67
Calls
$4.91B
Puts
$8.82B
Net Calls
-$3.91B
Net Calls Change
+$131M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bridgewater Associates
Connecticut
$3.08B -$71.3M -1,793,103 -2%
Bank of America
2
Bank of America
North Carolina
$1.38B -$291M -7,304,363 -17%
State of New Jersey Common Pension Fund D
3
State of New Jersey Common Pension Fund D
New Jersey
$971M -$84.7M -2,130,400 -8%
Goldman Sachs
4
Goldman Sachs
New York
$809M -$55M -1,381,512 -6%
Wells Fargo
5
Wells Fargo
California
$808M +$77.9M +1,959,192 +11%
BlackRock
6
BlackRock
New York
$730M -$48.4M -1,216,050 -6%
OTPPB
7
Ontario Teachers' Pension Plan Board
Ontario, Canada
$699M -$338M -8,500,000 -33%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$657M +$394M +9,893,559 +153%
Morgan Stanley
9
Morgan Stanley
New York
$598M -$540M -13,580,041 -48%
Retirement Systems of Alabama
10
Retirement Systems of Alabama
Alabama
$492M
BIT
11
BlackRock Institutional Trust
California
$482M -$208M -5,225,630 -30%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$451M -$7.23M -181,813 -2%
MTB
13
Mizuho Trust & Banking
Japan
$399M +$4.76M +119,710 +1%
UBS Group
14
UBS Group
Switzerland
$359M +$65.5M +1,647,337 +23%
US Bancorp
15
US Bancorp
Minnesota
$350M -$10.4M -261,816 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$324M -$55M -1,382,877 -15%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$316M +$199M +4,990,490 +173%
LNC
18
Lincoln National Corp
Pennsylvania
$283M +$32.1M +806,480 +13%
APG Asset Management
19
APG Asset Management
Netherlands
$276M -$322M -8,085,000 -54%
JP Morgan Chase
20
JP Morgan Chase
New York
$253M +$11.2M +281,848 +5%
B
21
BP
United Kingdom
$248M -$574M -14,424,850 -70%
Citigroup
22
Citigroup
New York
$241M -$117M -2,939,199 -33%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$211M -$85.7M -2,154,386 -29%
NMIMC
24
Northwestern Mutual Investment Management Company
Wisconsin
$210M +$208M +5,223,937 New
Ameriprise
25
Ameriprise
Minnesota
$195M -$46.1M -1,159,122 -19%

EEM Hedge Fund Activity: Q1 2015 in Review

836 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q1 2015, worth a combined $22.5B — down 9.4% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new EEM positions and 67 closed out — a net gain of 5 holders — while 263 added to existing stakes and 367 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $394M. The largest seller was BP, cutting an estimated $574M.

  • 836 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q1 2015, down from 844 in Q4 2014.
  • Funds reported $22.5B of iShares MSCI Emerging Markets ETF stock for Q1 2015, down 9.4% quarter-over-quarter.
  • 72 funds opened new iShares MSCI Emerging Markets ETF positions in Q1 2015 and 67 closed out, a net change of +5 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q1 2015 was Fidelity Investments, an estimated $394M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q1 2015 was BP, an estimated $574M sold.

Based on aggregated 13F filings for Q1 2015.