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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
KWM
751
Kingsview Wealth Management
Oregon
$557K -$106K -2,151 -14%
FEG
752
Fund Evaluation Group
Ohio
$551K -$15.6K -318 -2%
TCM
753
TD Capital Management
Tennessee
$548K -$1.74M -35,331 -72%
SIS
754
SVB Investment Services
Utah
$544K +$647K +13,183 +5,090%
SWP
755
Summit Wealth Partners
Florida
$544K -$67.4K -1,372 -9%
WIC
756
Whitegate Investment Counselors
New Hampshire
$541K -$2.21K -45 -0.3%
VDI
757
Vaughan David Investments
Illinois
$538K
PFM
758
Phillips Financial Management
Indiana
$537K +$679K +13,835 New
LWM
759
Loveless Wealth Management
Montana
$536K
WCWM
760
Wooster Corthell Wealth Management
Connecticut
$534K -$581K -11,832 -47%
CIBC Asset Management
761
CIBC Asset Management
Ontario, Canada
$534K
CCMD
762
Cypress Capital Management (Delaware)
Delaware
$530K +$44.2K +900 +7%
OIA
763
OneDigital Investment Advisors
Kansas
$528K -$56.2K -1,145 -8%
PWM
764
PBMares Wealth Management
Virginia
$527K -$27.5K -559 -4%
WC
765
Whitney & Co
New York
$527K -$7.32K -149 -1%
RZH
766
Relyea Zuckerberg Hanson
Connecticut
$527K +$368K +7,503 +136%
S
767
SignatureFD
Georgia
$525K -$634K -12,909 -50%
Bank Julius Baer & Co
768
Bank Julius Baer & Co
Switzerland
$519K +$630K +12,837 New
CIC
769
Carnegie Investment Counsel
Ohio
$509K +$39.1K +796 +7%
PCA
770
Providence Capital Advisors
North Carolina
$508K +$176K +3,593 +40%
KMWM
771
Keudell/Morrison Wealth Management
Oregon
$506K -$2.87M -58,459 -82%
CG
772
Colony Group
Massachusetts
$500K -$742K -15,112 -55%
NAM
773
North American Management
Massachusetts
$498K +$36.3K +740 +6%
TC
774
Telemus Capital
Michigan
$496K +$76.9K +1,565 +17%
VIP
775
Viewpoint Investment Partners
Alberta, Canada
$492K -$21.4M -435,636 -97%

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.