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iShares Core MSCI Emerging Markets ETF

493 hedge funds and large institutions have $19.8B invested in iShares Core MSCI Emerging Markets ETF in 2017 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 246 increasing their positions, 89 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 23

259% more call options, than puts

Call options by funds: $20.9M | Put options by funds: $5.83M

176% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 89

45% more capital invested

Capital invested by funds: $13.6B → $19.8B (+$6.15B)

36% more funds holding in top 10

Funds holding in top 10: 5372 (+19)

19% more funds holding

Funds holding: 413493 (+80)

3.63% less ownership

Funds ownership: 77.38%73.75% (-3.6%)

Holders
493
Holders Change
+80
Holders Change %
+19.37%
% of All Funds
12.27%
Holding in Top 10
72
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+35.85%
% of All Funds
1.79%
New
110
Increased
246
Reduced
89
Closed
23
Calls
$20.9M
Puts
$5.83M
Net Calls
+$15.1M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
S
426
SignatureFD
Georgia
$214K +$206K +4,483 New
FMWA
427
Forvis Mazars Wealth Advisors
Missouri
$211K +$203K +4,405 New
RCA
428
Rowland Carmichael Advisors
Arizona
$210K +$202K +4,395 New
FTIOP
429
Fiduciary Trust International of Pennsylvania
Pennsylvania
$210K +$203K +4,400 New
TG
430
Threshold Group
Washington
$210K +$203K +4,400 New
DMC
431
Drexel Morgan & Co
Pennsylvania
$209K +$202K +4,380 New
GWM
432
Geneos Wealth Management
Colorado
$191K +$4.28K +93 +2%
WAM
433
Wealthspire Advisors (Maryland)
Maryland
$176K -$80.7K -1,753 -32%
PFGIA
434
Patriot Financial Group Insurance Agency
Massachusetts
$175K +$44.2K +959 +36%
LWCFA
435
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$167K +$161K +3,500 New
EFSCE
436
Enterprise Financial Services Corp (EFSC)
Missouri
$163K +$157K +3,411 New
UWPG
437
Ullmann Wealth Partners Group
Florida
$128K +$124K +2,699 New
EWM
438
Evercore Wealth Management
New York
$122K +$921 +20 +0.8%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$105K
TRCT
440
Tower Research Capital (TRC)
New York
$99K +$95.2K +2,066 +20,660%
AIM
441
Anchor Investment Management
South Carolina
$79.7K +$2.67K +58 +4%
LWM
442
LBA Wealth Management
Florida
$78K +$14.5K +315 +24%
JWA
443
JFS Wealth Advisors
Pennsylvania
$77K
PFO
444
Pathstone Family Office
New Jersey
$63K +$61.1K +1,326 New
EA
445
Edge Advisors
Georgia
$61K +$58K +1,259 +4,061%
KF
446
Krilogy Financial
Missouri
$60K
YWP
447
YorkBridge Wealth Partners
New York
$60K +$8.84K +192 +19%
RWA
448
Ropes Wealth Advisors
Massachusetts
$58K +$55.6K +1,207 New
JIR
449
James Investment Research
Ohio
$56K +$53.9K +1,170 New
GWA
450
Guidant Wealth Advisors
Illinois
$54K

IEMG Hedge Fund Activity: Q1 2017 in Review

493 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Emerging Markets ETF (IEMG) for Q1 2017, worth a combined $19.8B — up 45% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new IEMG positions and 23 closed out — a net gain of 87 holders — while 246 added to existing stakes and 89 trimmed.

The largest buyer was BlackRock, adding an estimated $1.23B. The largest seller was Strategic Investment Management, cutting an estimated $60M.

  • 493 institutional investors held iShares Core MSCI Emerging Markets ETF (IEMG) as of Q1 2017, up from 413 in Q4 2016.
  • Funds reported $19.8B of iShares Core MSCI Emerging Markets ETF stock for Q1 2017, up 45% quarter-over-quarter.
  • 110 funds opened new iShares Core MSCI Emerging Markets ETF positions in Q1 2017 and 23 closed out, a net change of +87 holders.
  • The largest iShares Core MSCI Emerging Markets ETF buyer in Q1 2017 was BlackRock, an estimated $1.23B added.
  • The largest iShares Core MSCI Emerging Markets ETF seller in Q1 2017 was Strategic Investment Management, an estimated $60M sold.

Based on aggregated 13F filings for Q1 2017.