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iShares Core MSCI Emerging Markets ETF

1,097 hedge funds and large institutions have $36.7B invested in iShares Core MSCI Emerging Markets ETF in 2020 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 444 increasing their positions, 466 reducing their positions, and 156 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.91% more ownership

Funds ownership: 78.19%81.1% (+2.9%)

5% less repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 466

6% less funds holding

Funds holding: 1,1651,097 (-68)

18% less funds holding in top 10

Funds holding in top 10: 179147 (-32)

24% less capital invested

Capital invested by funds: $48.5B → $36.7B (-$11.8B)

33% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 156

62% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $108M

Holders
1,097
Holders Change
-68
Holders Change %
-5.84%
% of All Funds
24.17%
Holding in Top 10
147
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-17.88%
% of All Funds
3.24%
New
105
Increased
444
Reduced
466
Closed
156
Calls
$40.9M
Puts
$108M
Net Calls
-$66.9M
Net Calls Change
-$49.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IL
601
Investure LLC
Virginia
$1.21M +$510K +10,375 +53%
BSW
602
Buckingham Strategic Wealth
Missouri
$1.2M +$54.7K +1,114 +4%
CMO
603
Covenant Multifamily Offices
Texas
$1.2M -$1.48M -30,237 -50%
LWA
604
Lowe Wealth Advisors
Maryland
$1.2M +$5.84K +119 +0.4%
TC
605
TownSquare Capital
Utah
$1.2M +$1.39M +28,318 New
TL
606
TrueWealth LLC
Georgia
$1.19M -$401K -8,159 -22%
OWA
607
Outlook Wealth Advisors
Texas
$1.19M -$1.66M -33,731 -53%
VVP
608
Venture Visionary Partners
Ohio
$1.18M -$9.88M -201,202 -87%
BHWM
609
Bay Harbor Wealth Management
Maryland
$1.18M -$930K -18,944 -39%
FT
610
Fiduciary Trust
Massachusetts
$1.17M +$754K +15,345 +113%
TCM
611
Twele Capital Management
Minnesota
$1.17M +$187K +3,804 +15%
BWCS
612
Beirne Wealth Consulting Services
Connecticut
$1.15M -$1.04M -21,255 -43%
HR
613
Howe & Rusling
New York
$1.15M
CCM
614
Carlson Capital Management
Minnesota
$1.14M +$952K +19,386 +256%
PPSG
615
Princeton Portfolio Strategies Group
New Jersey
$1.14M +$1.38M +28,136 New
EIA
616
Eldridge Investment Advisors
New Hampshire
$1.12M +$619K +12,603 +84%
AWS
617
AJ Wealth Strategies
New York
$1.11M +$1.35M +27,560 New
BEC
618
Blue Edge Capital
Virginia
$1.11M -$37K -753 -3%
BAM
619
Baldrige Asset Management
Pennsylvania
$1.1M +$41.8K +852 +3%
WP
620
WealthShield Partners
North Carolina
$1.1M -$1.64M -33,438 -55%
HA
621
HYA Advisors
Missouri
$1.1M +$244K +4,972 +22%
PIA
622
Perennial Investment Advisors
California
$1.09M -$1.04M -21,189 -44%
PA
623
PFG Advisors
Arizona
$1.08M -$270K -5,504 -18%
SBL
624
Sargent Bickham Lagudis
Colorado
$1.08M +$1.25M +25,487 +2,138%
CAM
625
Concorde Asset Management
Michigan
$1.08M -$2.01M -40,860 -61%

IEMG Hedge Fund Activity: Q1 2020 in Review

1,097 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Emerging Markets ETF (IEMG) for Q1 2020, worth a combined $36.7B — down 24% from $48.5B a quarter earlier.

Sellers outnumbered buyers: 156 funds closed out of IEMG and 105 opened new positions — a net loss of 51 holders — while 466 trimmed existing stakes and 444 added.

The largest buyer was Morgan Stanley, adding an estimated $1.16B. The largest seller was Jane Street, cutting an estimated $1.23B.

  • 1,097 institutional investors held iShares Core MSCI Emerging Markets ETF (IEMG) as of Q1 2020, down from 1,165 in Q4 2019.
  • Funds reported $36.7B of iShares Core MSCI Emerging Markets ETF stock for Q1 2020, down 24% quarter-over-quarter.
  • 105 funds opened new iShares Core MSCI Emerging Markets ETF positions in Q1 2020 and 156 closed out, a net change of -51 holders.
  • The largest iShares Core MSCI Emerging Markets ETF buyer in Q1 2020 was Morgan Stanley, an estimated $1.16B added.
  • The largest iShares Core MSCI Emerging Markets ETF seller in Q1 2020 was Jane Street, an estimated $1.23B sold.

Based on aggregated 13F filings for Q1 2020.