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iShares MSCI Emerging Markets ETF

808 hedge funds and large institutions have $15.8B invested in iShares MSCI Emerging Markets ETF in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 270 increasing their positions, 356 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 834808 (-26)

4.6% less ownership

Funds ownership: 74.44%69.84% (-4.6%)

15% less capital invested

Capital invested by funds: $18.6B → $15.8B (-$2.77B)

22% less funds holding in top 10

Funds holding in top 10: 8163 (-18)

23% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 92

24% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 356

31% less call options, than puts

Call options by funds: $7.65B | Put options by funds: $11.1B

Holders
808
Holders Change
-26
Holders Change %
-3.12%
% of All Funds
21.56%
Holding in Top 10
63
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-22.22%
% of All Funds
1.68%
New
71
Increased
270
Reduced
356
Closed
92
Calls
$7.65B
Puts
$11.1B
Net Calls
-$3.48B
Net Calls Change
-$2.58B
Name Holding Trade Value Shares
Change
Change in
Stake
BA
1
Bridgewater Associates
Connecticut
$1.31B -$157M -4,682,700 -11%
Bank of America
2
Bank of America
North Carolina
$865M -$58.6M -1,744,606 -6%
BlackRock
3
BlackRock
New York
$661M +$27.1M +805,969 +4%
Goldman Sachs
4
Goldman Sachs
New York
$576M -$239M -7,133,022 -30%
Wells Fargo
5
Wells Fargo
California
$540M -$55.6M -1,656,002 -10%
Retirement Systems of Alabama
6
Retirement Systems of Alabama
Alabama
$523M +$24.2M +720,000 +5%
Morgan Stanley
7
Morgan Stanley
New York
$504M +$46.5M +1,385,942 +10%
LNC
8
Lincoln National Corp
Pennsylvania
$480M +$148M +4,393,678 +46%
Barclays
9
Barclays
United Kingdom
$421M -$23.5M -700,372 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$415M +$319M +9,504,406 +369%
OTPPB
11
Ontario Teachers' Pension Plan Board
Ontario, Canada
$405M -$136M -4,042,887 -26%
BIT
12
BlackRock Institutional Trust
California
$403M +$4.72M +140,582 +1%
UBS Group
13
UBS Group
Switzerland
$400M +$11.9M +355,406 +3%
MTB
14
Mizuho Trust & Banking
Japan
$351M +$2.32M +69,105 +0.7%
SLAM
15
Swiss Life Asset Management
$340M
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$339M -$27.1M -808,238 -8%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$242M -$44M -1,310,798 -16%
CS
18
Credit Suisse
Switzerland
$211M +$118M +3,522,187 +134%
CI
19
Clal Insurance
Israel
$203M +$198M +5,898,996 +174,114%
BFA
20
BlackRock Fund Advisors
California
$197M -$23.1M -688,655 -11%
US Bancorp
21
US Bancorp
Minnesota
$189M -$6.25M -186,229 -3%
Parallax Volatility Advisers
22
Parallax Volatility Advisers
California
$181M +$37.1M +1,105,567 +27%
Marshall Wace
23
Marshall Wace
United Kingdom
$174M +$63.8M +1,900,000 +60%
TAF
24
Tredje AP-fonden
Sweden
$170M +$57.9M +1,725,000 +35%
RJA
25
Raymond James & Associates
Florida
$165M +$3.99M +118,894 +3%

EEM Hedge Fund Activity: Q2 2016 in Review

808 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI Emerging Markets ETF (EEM) for Q2 2016, worth a combined $15.8B — down 15% from $18.6B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of EEM and 71 opened new positions — a net loss of 21 holders — while 356 trimmed existing stakes and 270 added.

The largest buyer was Fidelity Investments, adding an estimated $319M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $700M sold.

  • 808 institutional investors held iShares MSCI Emerging Markets ETF (EEM) as of Q2 2016, down from 834 in Q1 2016.
  • Funds reported $15.8B of iShares MSCI Emerging Markets ETF stock for Q2 2016, down 15% quarter-over-quarter.
  • 71 funds opened new iShares MSCI Emerging Markets ETF positions in Q2 2016 and 92 closed out, a net change of -21 holders.
  • The largest iShares MSCI Emerging Markets ETF buyer in Q2 2016 was Fidelity Investments, an estimated $319M added.
  • The largest iShares MSCI Emerging Markets ETF seller in Q2 2016 was Susquehanna International Group, an estimated $700M sold.

Based on aggregated 13F filings for Q2 2016.