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iShares Core MSCI Emerging Markets ETF

751 hedge funds and large institutions have $34.2B invested in iShares Core MSCI Emerging Markets ETF in 2017 Q4 according to their latest regulatory filings, with 177 funds opening new positions, 352 increasing their positions, 160 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

490% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 30

120% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 160

60% more funds holding in top 10

Funds holding in top 10: 94150 (+56)

24% more funds holding

Funds holding: 607751 (+144)

14% more capital invested

Capital invested by funds: $30.1B → $34.2B (+$4.1B)

0.07% more ownership

Funds ownership: 80.18%80.25% (+0.07%)

0% less call options, than puts

Call options by funds: $79.2M | Put options by funds: $79.3M

Holders
751
Holders Change
+144
Holders Change %
+23.72%
% of All Funds
17.03%
Holding in Top 10
150
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+59.57%
% of All Funds
3.4%
New
177
Increased
352
Reduced
160
Closed
30
Calls
$79.2M
Puts
$79.3M
Net Calls
-$151K
Net Calls Change
+$4.17M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$6.93B +$166M +2,964,662 +2%
BlackRock
2
BlackRock
New York
$2.1B +$47M +842,404 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.8B +$57.3M +1,026,745 +3%
UBS Group
4
UBS Group
Switzerland
$1.68B +$44.6M +798,809 +3%
Creative Planning
5
Creative Planning
Kansas
$1.55B +$121M +2,169,083 +9%
Morgan Stanley
6
Morgan Stanley
New York
$890M +$67.1M +1,201,241 +8%
BA
7
Bridgewater Associates
Connecticut
$885M -$516M -9,239,675 -37%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$777M +$134M +2,396,768 +21%
Wells Fargo
9
Wells Fargo
California
$598M +$40.8M +729,993 +7%
BOTOTLSJU
10
Board of Trustees of The Leland Stanford Junior University
California
$546M
LPL Financial
11
LPL Financial
California
$527M +$74.8M +1,339,240 +17%
WT
12
Wellcome Trust
United Kingdom
$523M -$44.7M -800,000 -8%
W
13
Wealthfront
California
$500M +$102M +1,824,021 +26%
State Street
14
State Street
Massachusetts
$438M +$5.62M +100,662 +1%
Retirement Systems of Alabama
15
Retirement Systems of Alabama
Alabama
$433M +$424M +7,602,836 New
M&T Bank
16
M&T Bank
New York
$412M +$18.2M +326,182 +5%
VMPIC
17
Varma Mutual Pension Insurance Co
Finland
$392M +$385M +6,887,754 New
RJA
18
Raymond James & Associates
Florida
$380M -$3.41M -61,081 -0.9%
Asset Management One
19
Asset Management One
Japan
$376M -$21.6M -387,376 -6%
Goldman Sachs
20
Goldman Sachs
New York
$373M +$33.7M +603,396 +10%
USAA
21
United Services Automobile Association
Texas
$366M -$38M -681,481 -10%
Ameriprise
22
Ameriprise
Minnesota
$331M +$50.1M +897,001 +18%
PPA
23
Parametric Portfolio Associates
Washington
$329M +$50.1M +896,759 +18%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$281M +$14.3M +256,787 +5%
BL
25
Balentine LLC
Georgia
$275M -$2.03M -36,301 -0.7%

IEMG Hedge Fund Activity: Q4 2017 in Review

751 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core MSCI Emerging Markets ETF (IEMG) for Q4 2017, worth a combined $34.2B — up 14% from $30.1B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new IEMG positions and 30 closed out — a net gain of 147 holders — while 352 added to existing stakes and 160 trimmed.

The largest buyer was Retirement Systems of Alabama, opening a new position worth an estimated $424M. The largest seller was Bridgewater Associates, cutting an estimated $516M.

  • 751 institutional investors held iShares Core MSCI Emerging Markets ETF (IEMG) as of Q4 2017, up from 607 in Q3 2017.
  • Funds reported $34.2B of iShares Core MSCI Emerging Markets ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 177 funds opened new iShares Core MSCI Emerging Markets ETF positions in Q4 2017 and 30 closed out, a net change of +147 holders.
  • The largest iShares Core MSCI Emerging Markets ETF buyer in Q4 2017 was Retirement Systems of Alabama, an estimated $424M added.
  • The largest iShares Core MSCI Emerging Markets ETF seller in Q4 2017 was Bridgewater Associates, an estimated $516M sold.

Based on aggregated 13F filings for Q4 2017.