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iShares Core MSCI Emerging Markets ETF

188 hedge funds and large institutions have $4.71B invested in iShares Core MSCI Emerging Markets ETF in 2014 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 105 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 23

200% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 13

31% more capital invested

Capital invested by funds: $3.6B → $4.71B (+$1.1B)

20% more funds holding in top 10

Funds holding in top 10: 2024 (+4)

15% more funds holding

Funds holding: 163188 (+25)

5.05% more ownership

Funds ownership: 76.2%81.26% (+5.1%)

37% less call options, than puts

Call options by funds: $545K | Put options by funds: $870K

Holders
188
Holders Change
+25
Holders Change %
+15.34%
% of All Funds
5.45%
Holding in Top 10
24
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+20%
% of All Funds
0.7%
New
39
Increased
105
Reduced
23
Closed
13
Calls
$545K
Puts
$870K
Net Calls
-$325K
Net Calls Change
-$253K
Name Holding Trade Value Shares
Change
Change in
Stake
SB
51
Suntrust Banks
Georgia
$11M -$2.19M -41,380 -16%
3AM
52
3D Asset Management
Connecticut
$10.9M +$11.5M +217,379 New
Deutsche Bank
53
Deutsche Bank
Germany
$10.8M +$16.3K +308 +0.1%
CWA
54
Convergent Wealth Advisors
Maryland
$10.4M +$10.5M +198,656 +2,266%
RMC
55
Regis Management Company
California
$10.1M +$112K +2,124 +1%
WT
56
Whittier Trust
California
$9.1M +$569K +10,756 +6%
CFS
57
Community Financial System
New York
$8.76M -$9.26K -175 -0.1%
TIM
58
Tortoise Investment Management
New York
$8.62M +$446K +8,432 +5%
ST
59
Spinnaker Trust
Maine
$8.39M +$18.8K +356 +0.2%
WT
60
Washington Trust
Rhode Island
$8.2M +$431K +8,140 +5%
Wellington Management Group
61
Wellington Management Group
Massachusetts
$8.2M +$1.79M +33,857 +26%
CCMG
62
Clark Capital Management Group
Pennsylvania
$7.87M -$536K -10,137 -6%
CAM
63
Congress Asset Management
Massachusetts
$7.64M +$2.07M +39,043 +34%
PL
64
Parkwood LLC
Ohio
$7.42M +$65.9K +1,245 +0.8%
WTC
65
WhitTier Trust Company
Nevada
$7.3M +$206K +3,886 +3%
WSTAM
66
Wilbanks Smith & Thomas Asset Management
Virginia
$6.9M +$848K +16,036 +13%
NPC
67
National Planning Corporation
California
$6.24M +$1.12M +21,130 +20%
SPIO
68
Seven Post Investment Office
California
$6.22M +$415K +7,850 +7%
BEC
69
Blue Edge Capital
Virginia
$6.07M +$31K +585 +0.5%
JP Morgan Chase
70
JP Morgan Chase
New York
$5.92M +$6.02M +113,832 +2,575%
BHB
71
Bank Hapoalim BM
Israel
$5.75M +$6.08M +114,850 New
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$5.52M +$3.83M +72,371 +190%
FA
73
FDx Advisors
Illinois
$5.26M +$1.39M +26,253 +33%
Truist Financial
74
Truist Financial
North Carolina
$5.24M +$504K +9,518 +10%
AA
75
Ancora Advisors
Ohio
$5.16M -$19.3K -365 -0.4%

IEMG Hedge Fund Activity: Q3 2014 in Review

188 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Emerging Markets ETF (IEMG) for Q3 2014, worth a combined $4.71B — up 31% from $3.6B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IEMG positions and 13 closed out — a net gain of 26 holders — while 105 added to existing stakes and 23 trimmed.

The largest buyer was UBS, adding an estimated $346M. The largest seller was BlackRock Institutional Trust, cutting an estimated $200M.

  • 188 institutional investors held iShares Core MSCI Emerging Markets ETF (IEMG) as of Q3 2014, up from 163 in Q2 2014.
  • Funds reported $4.71B of iShares Core MSCI Emerging Markets ETF stock for Q3 2014, up 31% quarter-over-quarter.
  • 39 funds opened new iShares Core MSCI Emerging Markets ETF positions in Q3 2014 and 13 closed out, a net change of +26 holders.
  • The largest iShares Core MSCI Emerging Markets ETF buyer in Q3 2014 was UBS, an estimated $346M added.
  • The largest iShares Core MSCI Emerging Markets ETF seller in Q3 2014 was BlackRock Institutional Trust, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2014.